If you chose to invest in real estate as part of your retirement plan, you better understand what you're signing up for.
Read MoreLast week, it took me 3 days to find a car title. My records are a mess. It's embarrassing. I work so hard to help keep my clients' financial lives in order and neglect my own record keeping.
Read More"How Much Do I Need to Retire?" is the question a lot of us are afraid to ask. We're afraid because we think the "number" we'll be told to save will be impossible to achieve.
Read MoreIs the stock market correction here? In the last week of July, the S&P 500 index lost 2.7%. The worst weekly loss in over two years. It didn't take long for the sensationalist headlines to pop up.
Read MorePoor planning or a big loss during retirement can ruin your financial security. In this episode, I discuss the most common retirement "screw ups" I've seen and how you work to avoid them.
Read MoreThis week I speak with Burt White, Chief Investment Officer of LPL Financial. Burt and I discuss LPL's mid-year outlook titled The Investor's Almanac.
Read MoreI talk to a lot of people about retirement. Not only clients but most everyone I meet over age 50. I'll always ask them what their #1 thought is on retirement. I've learned a lot from this exercise. The most important thing I've learned is that people worry about retirement....a lot!
Read MoreThis week I talk with Misty Kimbrough, a local insurance expert about the basics of Medicare. She outlines the basic parts of Medicare and the 3 most common missteps people make when planning medicare benefits for retirement.
Read MoreYes, I know that keeping a monthly budget is personal finance 101. Over the years I've tried, repeatedly, to track every expense in a monthly budget. Each time I failed after a few months. It's just too much work. I have better things to do than be a part-time bookkeeper.
Read MoreIn this podcast, I share my thoughts on my sister's choice and one way you can deal with death by celebrating life.
Read MoreHow to manage cash flow during retirement is probably the question I am asked most often.
Read MoreWorking during retirement could be the best thing you do to find meaning, stay healthy and earn money while doing what you love.
Read MoreIn his latest book, "The In-Between: Embracing the Tension Between Now and the Next Big Thing" Jeff reminds himself and us that most of our lives are spent "in-between" the big things. It is in these moments we can find opportunities to live more fully.
Read MoreJon Chevreau’s book, Findependence Day, is a great gift that teaches important financial lessons within an interesting fictional story of a young couple walking through life.
Read MoreKathleen Pritchard, Managing Director with Legg Mason, talks with host Roger Whitney about the importance of planning ahead for housing during retirement.
Read MoreIn this week's episode, I speak with Weston J. Wellington a Vice President with Dimensional Fund Advisors about how you can make smarter investment decisions and possibly improve your investment success. Mr. Wellington is an expert in behavioral finance and investing with over 35 years of experience in the investment industry.
Read MoreIf you’re planning on visiting Walt Disney World this year, you’re going to love this week’s podcast. I speak with Lou Mongello, an internationally recognized expert on the Walt Disney World Resort.
Read MoreThis week I interviewed Celest Horton from How to Pay For College HQ to learn about great resources available to help parents pay for college.
Read MoreAn RV, boat and other recreational vehicle can be great tool to help create great family experiences. In the dozen or so times we used our RV, our family had a blast. In fact, I was going to post a campfire picture, but it's been so long, I can't find any.
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