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Up, up, up! Today we look at a few things in the news that are going up including federal spending and retirement contribution limits. David discusses these recent items in the headlines and how they can impact your retirement. Then, looking down, we answer a question from the mailbag on how to prepare for a bear market.
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Different retirees have different needs, which is why everyone needs a customized financial plan. Discover whether these four financial values can help you create a value-based retirement plan.
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Today’s Prep: When planning for retirement there’s a lot to keep in mind. These three little missed details are easily overlooked but can have big implications on your retirement. Getting these sorted out can save you from a lot of trouble down the road. Have you addressed these three little…
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We’re always talking about market crashes on this show because everyone is scared of being in the middle of one. Today we’ll talk about the big crashes of the past and what caused them. Which crash do you remember?
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Today’s Prep: Retirement might seem far away when you are in your 20s and 30s, but these five steps will help you retire well off when the time comes. All of them are easy; it’s just a matter of putting them in place. (Click the featured times below to jump…
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Socrates said, “The unexamined life is not worth living.” When it comes to financial planning, it’s important to occasionally be introspective. We’ll examine common questions and discover the key to obtaining financial security.
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Understanding risk tolerance and what it means in your portfolio is crucial to building the right plan for you. But what in the world is risk tolerance? David walks us through this financial buzzword so you can create a portfolio that suits you and your risk tolerance appropriately.
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Throughout your life you are likely to face one or more of these financial crises. But perhaps a crisis is really an opportunity. To write the Chinese word for “crisis,” you combine elements of two different Chinese characters. One character means “danger” while the other one means “opportunity.” Translated into English, it means “opportunity riding on a dangerous wind.” Here’s how you can pivot and plan for your future amidst a crisis turned opportunity.
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To plan for retirement, you need to be asking the right kind of financial questions. But what if you have it all wrong? David takes some of the questions he hears most and tells you what kind of questions you really should ask when it comes to saving and preparing for retirement.
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You might be flirting with financial disaster and not even realize it. If you find yourself in any of the following scenarios, you’ll want to visit with your financial advisor as soon as possible.
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Most people think their advisor’s primary job is picking investments. However, your advisor should primarily engage in problem-solving. Discover real situations that became less about investing and more about problem-solving.
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Most of your financial decisions will produce both positive and negative consequences. David examines the double-edged sword of investing.
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We recently began a series outlining the good and bad elements of certain investment strategies and products. We continue and tackle the topic of annuities.
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Many people guess at the answers to important questions in retirement. Discover why your best guess might not be good enough.
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We begin our series on the benefits and drawbacks of various financial strategies. Join us as we begin by comparing term and permanent life insurance.
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There’s no easy way out in retirement planning. You need a comprehensive plan to take you through retirement. Cutting corners will only lead to trouble.
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We hear a lot about debt in the media. Some argue there’s a place for good debt, but the term carries a negative connotation as well. David explains.
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You can’t possibly prepare for every scenario in retirement. Life has many uncertainties. Learn how to make the best decisions amidst financial uncertainty.
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401(k) rollovers are useful tools. However, they’re tricky to execute. Get a proper understanding of a rollover and whether this strategy is right for you.
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Even if you’re not a health nut, you probably know the dangers of empty calories. Learn the parallels between unhealthy foods and your portfolio.
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