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Retirement Mailbag – Living on a Budget, Company Stock, and Spending in Retirement

By |2024-02-20T13:33:48+00:00February 22, 2024|Podcast, Portfolio, Retirement Income Planning|

The topics we’ll cover are anxiety about living on a fixed income, investing in company stock, and shifting your mindset to spending in retirement. These

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The Madoffs Among Us

By |2019-02-20T17:36:09+00:00February 20, 2019|Uncategorized|

When teaching my Income in Retirement college classes, there is a section on preservation of capital embedded within the investment strategies portion. In my book, preservation from fraud and theft are even more important discussion topics because the methodologies to separate you from your money are many. And they are often aggressive. In my recent reading 'travels', I came across this article about a gentleman who has written an interesting treatise on the subject and so is worth sharing. His findings bear witness to the necessity [...]

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