Today we’re going to talk about the science behind the fixed portion of your portfolio. Index-based investing is currently the popular way to manage this side of your investments. But remember, you want to “know what you own and know why you own it” (Peter Lynch). Listen to this episode and follow through with the 7-day goal to gain a better understanding of what you own and why!
Read MoreIn today’s podcast I’ll take you through a three a 3 step framework to determine how much insurance you need.
Read MoreOn this episode of The Retirement Answer Man, I’m going to walk you through “5 Ps” of a good investment philosophy that you need to consider in order to make the best choice for reaching your goals.
Read MoreIn this week’s podcast, I share with you three secrets of influence that I’ve discovered that could help you if you’re trying to build your own influence before you retire.
Read MoreIn this episode on the role of asset allocation in retirement, I’ll talk about how we also need to break some of the rules to serve us in creating a great life.
Read MoreIn today’s podcast, what unchecked GDP growth could do to your retirement.
Read MoreHow can you plan for retirement when you don’t know which market forecast to rely on? That’s the topic of this episode of The Retirement Answer Man.
Read MoreToday we discuss The Rational Optimist by Matt Ridley.
Read MoreOn this episode, I’m going to take a fairly deep dive into the institutional approach to asset allocation that has been the basis for retirement planning for many years - and I think once you understand the premise behind it, you’ll see that it’s a bit antiquated for modern retirement planning purposes.
Read MoreGlobal insurer Aegon recently released the results of a survey that revealed the top retirement aspiration worldwide was to travel. But something I’ve seen many times is that many retirees aren’t healthy enough to travel. Or worse, unexpected health care costs rob them of the funds to travel.
Read MoreOn this week’s episode of the Retirement Answer Man, we’ll talk about risk management, types of risk to watch out for, and why the common approach to managing risk might not be a good fit for you.
Read MoreI work in a profession filled with smart people. But agility is more important than smarts when it comes to choosing a retirement advisor.
Read MoreToday 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.
Read MoreMillennials see things differently. They save. But they do it with different goals in mind, on the whole.
Read MoreIf 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.
Read MoreOn this week’s episode, I will be answering several listener questions about dementia, HSA’s, and next level investing.
Read MorePutting 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.
Read MoreOn 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.
Read MoreToday I’ll start recommending some investment books that deeply impacted the way I see investments, numbers and life.
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