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Mastering Cash Flow in Retirement: Understanding Income Planning

By |2023-08-03T14:16:04+00:00August 3, 2023|Podcast|

This show is all about understanding the crucial role of income analysis. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance.

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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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