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Episode | Date |
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Time Segmentation, a Smart Way to Invest Retirement Money
|
Dec 20, 2023 |
This Four-Part Retirement Strategy Can Help Withstand Bad Timing
|
Dec 13, 2023 |
Navigating Investment Choice Overload: Tips To Become a Better Decision Maker
|
Dec 06, 2023 |
What To Do About These High Interest Rates
|
Nov 29, 2023 |
Could an Israel- Hamas war change what the Fed does about interest rates?
|
Nov 22, 2023 |
'Not QE' Puts Fed Between A 'Rock And A Hard Place'
|
Nov 16, 2023 |
The Fed is still pushing to get inflation down. Do people feel it?
|
Nov 08, 2023 |
Consistency Is the Key to Investing When You're Retired
|
Nov 01, 2023 |
5 Predictions For An Economic ‘Soft Landing’ That Were Totally Wrong
|
Oct 25, 2023 |
What is a Major Advantage of Separately Managed Accounts?
|
Oct 18, 2023 |
Investment Tradeoffs: Why You Should Know Your Return on Hassle Spectrum
|
Oct 11, 2023 |
The Most Important Financial Goal in Retirement Isn't What You Think
|
Oct 04, 2023 |
What Clients (Actually) Value Most in a Financial Advisor
|
Sep 27, 2023 |
What Is An Annuity and When Is It A Smart Investment?
|
Sep 20, 2023 |
‘The Baby Boomer Dilemma’ Documentary Exposes America’s Failed Retirement Experiment
|
Sep 13, 2023 |
Why 1966 Was The Worst Year to Retire (And Why That Matters in 2023)
|
Sep 06, 2023 |
Are You Making These 5 Common Retirement Mistakes?
|
Aug 30, 2023 |
Retirement Risks
|
Aug 23, 2023 |
Do You Have a Cookie Cutter Portfolio?
|
Aug 16, 2023 |
What is a Registered Investment Advisor?
|
Aug 09, 2023 |
Understanding Stock Market Concentration
|
Aug 02, 2023 |
How to Properly Evaluate Investment Fees
|
Jul 26, 2023 |
How to Stress Test Your Financial Plan
|
Jul 19, 2023 |
Beware of the Pitfalls of SECURE Act 2.0
|
Jul 12, 2023 |
8 Reasons Advisors are Worth Their Fees
|
Jul 05, 2023 |
Diversification, Explained in Ice Cream
|
Jun 28, 2023 |
Economist Says Stock Market Will Witness Largest Crash Since 1929
|
Jun 21, 2023 |
Stock Market Cycles
|
Jun 14, 2023 |
How Life Insurers Can Provide Differentiated Retirement Benefits
|
Jun 07, 2023 |
A Path to $10 Million
|
May 31, 2023 |
A Framework for Assessing Variable Spending Strategies
|
May 24, 2023 |
Why Do We Keep Making the Same Investment Mistakes?
|
May 17, 2023 |
How Long is Long Term?
|
May 10, 2023 |
Profiting from Losses
|
May 03, 2023 |
If Not a 60-40 Portfolio, Then What?
|
Apr 26, 2023 |
When It Comes to Risk, It’s Dangerous to Trust Your Instincts
|
Apr 19, 2023 |
Don’t Let Sequence of Returns Risk Cook Your Goose
|
Apr 12, 2023 |
3 Ways to Know if Your Advisor Gets It
|
Apr 05, 2023 |
The Four Unique Risks in Decumulation
|
Mar 29, 2023 |
It Is The Perfect Time for Pre-Retirees to Consider FIAs
|
Mar 22, 2023 |
The Best Retirement Plans of 2023
|
Mar 15, 2023 |
Are Bonds a Good Investment During a Recession?
|
Mar 08, 2023 |
Planning Your First Required Minimum Distribution
|
Mar 01, 2023 |
What is Taxable Income and How Does it Work?
|
Feb 22, 2023 |
What’s a Safe Withdrawal Rate Today?
|
Feb 15, 2023 |
Advisors Should Rethink the ‘M’ in RMD
|
Feb 08, 2023 |
SECURE Act 2.0 – How It Will Affect Retirees
|
Feb 01, 2023 |
What’s the Difference Between Average and Actual Rate of Return
|
Jan 25, 2023 |
A Bear Market Checklist
|
Jan 18, 2023 |
The Hustler – Lessons From a Young Warren Buffett
|
Jan 11, 2023 |
What is a Dividend Yield?
|
Jan 04, 2023 |
How Often is the Market Down in Consecutive Years?
|
Dec 28, 2022 |
Owning Individual Bonds vs Owning a Bond Fund
|
Dec 21, 2022 |
Annuities are Continuing Their Record Breaking Year
|
Dec 14, 2022 |
4 Barriers to Break Down for a Successful Retirement
|
Dec 07, 2022 |
Why Fixed Index Annuities are Back
|
Nov 30, 2022 |
After a Pandemic, Is Long-Term Care Important to Retirees?
|
Nov 23, 2022 |
Mutual Fund Taxation and Capital Gains
|
Nov 16, 2022 |
2022 – The Year in Review – What Lies Ahead?
|
Nov 09, 2022 |
Unprecedented Times
|
Nov 02, 2022 |
What to Know About Financial Advisor Fees & Costs
|
Oct 26, 2022 |
How Big of a Threat Does Inflation Pose to Your Retirement?
|
Oct 19, 2022 |
Will This Be Another Lost Decade for the Stock Market?
|
Oct 12, 2022 |
Navigating Market Volatility
|
Oct 05, 2022 |
Are iBonds Good to Have Right Now?
|
Sep 28, 2022 |
The Perfectly Imperfect Investor
|
Sep 21, 2022 |
3 Mistakes of a DIY Investor
|
Sep 14, 2022 |
The Fed is Tanking the Market
|
Sep 07, 2022 |
National Debt, Rising Taxes, and Inflation: Is Your Retirement Ready for What Lies Ahead?
|
Aug 31, 2022 |
What is a Safe Rate in Retirement?
|
Aug 25, 2022 |
Managing Sequence of Return Risk
|
Aug 17, 2022 |
Understanding Sequence of Return Risk
|
Aug 10, 2022 |
The Fed Was Wrong
|
Aug 05, 2022 |
Annuities Vs. Bonds: What’s the Difference?
|
Jul 29, 2022 |
The Relationship Between Interest Rates and Annuities
|
Jul 22, 2022 |
Is the Stock Market Going to Recover in the Back Half of 2022
|
Jul 15, 2022 |
How to Manage Investor Misperceptions and Behavior Biases
|
Jul 08, 2022 |
Why Volatility is the Wrong Measure of Investment Risk
|
Jun 24, 2022 |
Shock Test Your Retirement Plan
|
Jun 17, 2022 |
What’s Happening in the Market and Where is it Going from Here?
|
Jun 10, 2022 |
How to Find An Unbiased Independent Advisor
|
Jun 03, 2022 |
Income Planning and Personalized Retirement Strategies
|
May 27, 2022 |
Why is the Market Going Down?
|
May 20, 2022 |
Do You Want Real Financial Security? Don’t Follow the Status Quo
|
May 13, 2022 |
Does Your Retirement Have a Proper Income Plan?
|
May 06, 2022 |
The Yield Curve Just Inverted...Now What?
|
Apr 29, 2022 |
What is Inflation and What Causes It?
|
Apr 22, 2022 |
2023 Tax Proposal and The Looming Financial Crisis
|
Apr 15, 2022 |
The Importance of an Estate Plan, Part 2
|
Apr 08, 2022 |
The Importance of an Estate Plan, Part 1
|
Apr 01, 2022 |
Buy and Hedge Retirement Planning with Jay Pestrichelli
|
Mar 25, 2022 |
The Financial Planning Process
|
Mar 18, 2022 |
How Does a ‘Tail Hedge’ Protect You During an Uncertain Market?
|
Mar 11, 2022 |
94. Volatility in 2022 Market Update
|
Mar 04, 2022 |
Income Tax Season: Try Income Tax Planning Instead
|
Feb 25, 2022 |
Volatility: The Retirement Killer
|
Feb 18, 2022 |
How to Defend Against a Bear Market
|
Feb 11, 2022 |
The 401(k) Has Been a Complete Disaster for Americans
|
Feb 04, 2022 |
The 7 Principles of a Perfect Portfolio
|
Jan 28, 2022 |
What You’re Really Worried About When You’re Worried About Money
|
Jan 21, 2022 |