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.
Read MoreI’m guessing if you’re preparing for retirement, you’re not thinking to yourself, “All right! I’ll soon be able to get caught up on ‘Days of Our Lives.’” Do you have good reasons to retire?
Read MoreIn this episode, we will dive into the good, the bad, and the ugly of modern retirement planning and you will see why it no longer offers an empowering course of action.
Read MoreThe old misconceptions about retirement are like a 1972 Volkswagen Karmann Ghia, uncomfortable, unreliable, and unsafe. Time to force them off the road.
Read MoreIn this week’s show, we’ll address whether or not Home Ownership as our culture sees it is best for retirement and if there is a better way to go.
Read MoreEmotional investing isn't so much about using emotions to choose investments. It should be about choosing which emotions to pay attention to for your retirement savings.
Read MoreThe only thing that is certain in life is uncertainty. No matter how hard we try to plan for the future we can never be 100% certain things will turn out the way we’ve hoped. If you follow the guidelines I lay out in this episode, you can feel confident in your future retirement and your ability to cope with the changes ahead.
Read MoreToo many retirees miss work because they don’t work on friendships outside of work. Have you considered the social component of retirement?
Read MoreThis week’s show is all about Net Worth. Today I answer several listener questions regarding net worth statements. I also offer a caution about the dangers of comparisons in your retirement planning and how they can ruin your well-made plans.
Read MoreStrategic retirement is like a game of chess. If you look out too far or not far enough, you'll probably suffer for it.
Read MoreOn this episode, I’m going to walk you through a couple of examples of binary thinking, including one I experienced with a friend of mine in years past, to show you exactly what it is and how it can be detrimental to your life - and your retirement planning.
Read MoreRetirement is different for everybody. But the first step you take in planning for it should be the same for almost everyone. We’ll talk about it in today’s episode.
Read MoreWell, here we are - at session number three of Kim and Joe’s 2017 Retirement Plan LIVE experience. Today we reach the topic nobody enjoys talking about but that we HAVE to talk about anyway: Retirement Risks.
Read MorePaint-by-Numbers Retirement has been the standard for financial planners for years. Don't let it fool you into missing out on life.
Read MoreOn this episode - the 2nd in the 2017 Retirement Plan LIVE sessions - I’m talking with Kim about her and her husband’s financial status, and you’ll hear us go item by item through their financial situation to build their net worth statement.
Read MoreI want to walk you through a 10-step process I use with my clients who are facing decisions about when to retire or have other big financial or life decisions to make.
Read MoreThis episode of The Retirement Answer Man is all about retirement wishes - dreaming up the kind of retirement you really want to live (forget about what seems practical for now).
Read MoreIf you identify with any or all of these three signs you're spending too much before your retirement, you may need to revise your habits to live the life you want after you retire.
Read MoreToday we get to meet Kim and Joe, the kind and generous souls who have agreed to come on the show and bare all (except their identities) to help you see how I go about walking a family or individual through the monumental task of wisely planning for their retirement.
Read MoreNot all Social Security strategies work. Especially after some popular strategies bit the dust in 2016.
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