Episode #9: Decluttering Your Financial Closest
We’ll discuss the best way to clean out your financial portfolio.
Episode #8: Income Planning
We’ll share some essential information for proper income planning in retirement.
Episode #7: Yogi’s Financial Wisdom
We’ll take some financial wisdom from Yogi Berra.
Episode #6: Where Do You Stand
We’ll discuss the different stages of retirement planning and how you think about them.
New Investment Rules for Retirement Investing
On June 9, the U.S. Department of Labor’s Fiduciary Rule—the most famous and controversial set of investment regulations you’ve probably never heard of—is going to start taking effect. The rule promises better protection for investors who employ financial advisors to help manage their retirement accounts, including rollovers into an Individual Retirement Account. The Fiduciary Rule has been debated for years. After the financial meltdown in 2008, when investors lost so much money, there was a populist movement to force corporations to become more transparent about their [...]
Financial Mission – The Retirement Gridiron
“Financial Mission - The Retirement Gridiron” Here's this week's Financial Mission, if you choose to accept it. Each week I'll send you a replay of my new podcast, "Your Financial Mission," where I discuss financial topics and share insight that impact your overall financial strategy. This week's Mission: The Retirement Gridiron If you choose to accept this mission, we'll discuss the major life events that can impact your retirement plan and different ways you can adjust for them. As always if you have any questions or [...]
Episode #5: The Retirement Gridiron
It’s not football season, but we’ll show you how planning for retirement can be a bit like trying to win on the field.
