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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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If you want to learn how to mitigate your tax burden in retirement, this is the podcast for you. Discover the impact taxes will have on your portfolio.Â
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There’s a lot of jargon out there in the financial world, and it can be confusing. David cracks the financial code and helps you learn the lingo.Â
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IRA accounts are useful tools, but you need to know which type is best for you. David explains the differences between Roth and traditional IRAs.Â
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Mick Jagger unwittingly left us with sound financial advice through his music. David explains Mick’s musings and leads us toward financial satisfaction.
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What are Required Minimum Distributions, do you have to take them, and how do they affect your financial plans for retirement? David gets you up to speed on the essentials so you don’t make crucial mistakes that could affect you as you near retirement.
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