One of the most common questions asked of financial advisors who specialize in helping people plan...

I love making podcast episodes as practical as possible and nothing is more practical than the...

It’s always fun to hear from listeners and to field questions about retirement and...

I love answering questions from you, my listeners. Each of you has unique situations and goals for...

As we head into a new year, the typical changes the government makes regarding retirement accounts...

Will You Be Forced to Buy Long-Term Care Insurance?, Ep #74 Is it possible that you could be...

This episode is based on a book by Dr. Frank Luntz, “What Americans Really Want...Really: The...

This is one of THE most popular episodes I’ve aired—and for good reason. The bucket strategy is an...

Are you in your 50s or 60s and wondering what you need to get figured out before you retire? In...

There were many articles published in August/September that were predicting a big stock marketing...

What Social Security’s Cost of Living Increase in 2022 Means for You, Ep #69 The cost of living...

There are two crucial mistakes I see people make with their retirement. The sad part is that these...