Episodes

  • Is there any place for bonds anymore?

    Is there any place for bonds anymore?
    Sep 27 2021
    If you are looking for income from bonds, you may have to look elsewhere. But where?
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    5 mins
  • Tuning up your 401(k)

    Tuning up your 401(k)
    Sep 20 2021
    Do you know the difference between a .42% fee and a .03% fee in your 401(k)? You should. It could cost you thousands.
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    5 mins
  • Would a market pullback be a good thing right now?

    Would a market pullback be a good thing right now?
    Aug 30 2021
    Market pullback and corrections are part of market cycles. Whether it’s 10% or 40%, are you positioned to handle it?
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    7 mins
  • Have you saved too much?

    Have you saved too much?
    Aug 23 2021
    There are some politicians that are putting a number on what they think will “be enough” for a comfortable retirement. And if you have saved more, it’s time for more taxes.
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    6 mins
  • How to know if your portfolio is on track

    How to know if your portfolio is on track
    Aug 16 2021
    As the market, the economy, and your age changes, how should your retirement accounts change?
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    11 mins
  • The retirement mistake that more than half of us will make

    The retirement mistake that more than half of us will make
    Aug 2 2021
    There are many missteps you can make getting ready for retirement. This one affects what could be your biggest asset.
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    8 mins
  • How much money should you have in the market?

    How much money should you have in the market?
    Jul 26 2021
    On a scale of 1 to 10, where are you on the risk scale? Does your retirement account match that number?
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    7 mins
  • What goes into a mid-year financial check-up?

    What goes into a mid-year financial check-up?
    Jul 12 2021
    We are halfway through the year. What should you be looking at and possibly adjusting?
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    10 mins