I work in a profession filled with smart people. But agility is more important than smarts when it comes to choosing a retirement advisor.
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Today we will look at why maintaining a strong investment foundation is so important as you enter retirement and what steps you can take to build it.
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Millennials see things differently. They save. But they do it with different goals in mind, on the whole.
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If you want a retirement you can proudly call your golden years, that means making some choices earlier in life that lead you there. And they’re not all big decisions.
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On this week’s episode, I will be answering several listener questions about dementia, HSA’s, and next level investing.
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Putting important, non-urgent things on the backburner too long will burn you in retirement. See, retirement isn’t just about finding some magic number that will sustain you through your golden years. It’s about intentionally creating a better life.
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On this week’s episode of the Retirement Answer Man, we will be talking with my special guest Randy Long about building your business in a way that grows its enterprise value.
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Today I’ll start recommending some investment books that deeply impacted the way I see investments, numbers and life.
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It’s no surprise to hear that health care costs are rising; each year this beast continues to grow and unless you do something to combat it now, you might be in for a rough retirement. Tune into this episode to get some actionable tips to arm yourself against the Healthcare Dragon.
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If you rely too much on the tools and tricks of the financial planning trade, you’re gambling with your future.
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This week's show is a hodgepodge of great actionable content that might give you the edge you need in your retirement plan. Listen as I answer listener questions and give my tips for investing your Social Security income.
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Oxford researchers guess that 47 percent of American jobs could be at risk due to “computerization” over the next two decades.
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When it comes to retirement...are our best days behind us? Are we approaching a time where we are unproductive, broken, and tired? Dan Miller doesn’t think so! Listen to this episode of the Retirement Answer Man to hear why and to hear my guest Dan explain how to start living a fulfilling retirement now.
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Just like the market tells software developers how to improve their products quickly, I’ve created the framework for that same agility in your retirement process. I call it Agile Retirement Management.
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On this episode, we will talk with Marc Miller, an author, and coach, about how we can structure our retirement to be both fulfilling and productive - and avoid the so-called retirement crisis altogether.
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Most financial planners tell you how big your nest egg will be while relying on big assumptions that tell you how well the stock market or how less risky investments will perform. Then they chain you to the results, only reacting when the assumptions change in a big way. These faulty assumptions disempower you. I don’t say this to rail on the industry; just to show you there is a better, more complete way.
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Join me in this episode to hear my tips on how you can be confident you are working with a trustworthy advisor or find out if your current advisor is not what he seems.
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A lot of business school revolves around creating a written business plan. Similarly, many financial planners working with clients spend a ton of time and effort developing a complex retirement plan.
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In this episode, I seek the opinions of two of my favorite people, Joe Saul-Sehy of Stacking Benjamins and Burt White of LPL Financial. They will tell us what they expect to see in the markets and how we should plan our investment and retirement, and if this Trump Bump will continue.
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