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5 Holdups Stalling Your Financial Decisions

By |2022-10-27T13:25:09+00:00June 6, 2019|Podcast|

Indecision can be just as dangerous as making the wrong decision. That’s why sometimes you have to decide when to fish or when to cut bait. J’Neanne will walk us through five holdups that might stall your financial decisions. We also answer a listener question about rental properties.

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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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