While this type of investment rarely gets mentioned, it will offer your portfolio critical protection during volatile times like these.

Retirement Planning & Financial Transitions

The Investment You Never Hear About

We've witness some very strong gains in the stock market over the last few weeks – a welcomed change since the lows of March 23rd. The questions are why? and will they last?

Why Is the Stock Market Going up & Will It Drop Again?

Looking back at the past 50 years, we've seen crushing recessions, high unemployment, chaos and uncertainty, but throughout all the turbulence, the market has continued to go up. Coronavirus will be temporary, and despite the magnitude of the current health and financial crisis, remember that we will recover and prevail. In times of uncertainty, take a moment to reflect on what you're actually investing: progress and the companies and individuals striving for advancement.  Listen to today's episode to pause for a moment, reflect and regain confidence in the future of the market and your portfolio. 

What You Are Investing In

During turbulent times, it's unclear how bad the Coronavirus, the economy or the market will get. By implementing these tips and safeguarding your portfolio, your finances might just come out ahead. 

What Should Investors Do Now?

Are you looking to move to a lower income tax state in preparation for retirement? Today, we'll cover the main rules and guidelines so that you don't end up paying twice in case of an audit!

Moving Out of a High Income Tax State

What happens if the market is volatile when you retire? Today's podcast episode discusses a major problem with the 4% rule that all retirement savers and soon-to-be retirees need to be aware of. Listen now and read my latest column on Forbes for more details on the 4% rule.

The Problem with the 4% Rule

Whether you've heard about the 4% rule or simply are curious about how much you can safely withdraw from your portfolio in retirement, today's episode will help prepare you to create a retirement income plan with confidence. 

Everything You Wanted To Know About the Retirement Income 4% Rule

There are good reasons to retire and bad reasons. In this episode I talk about a few of the most common bad reasons to go into retirement.

Reasons Not To Retire

I’ve been working with retirees for over the last two decades. I’ve seen in the real world what leads some clients to experience more satisfaction and happiness in retirement than others. Also, in my pursuit of a PhD in retirement planning, I’ve read hundreds of research papers on retirement. In this episode of Financial Transitions, I want to share with you a couple of strategies that have been shown, in practice and in research, to increase retirement satisfaction.

Three Strategies to Increase Satisfaction in Retirement

Here are 10 questions (and one bonus) that you can use when you are looking for the best retirement financial advisor to guide you.

The Top 10 Questions to Ask Your Retirement Financial Advisor

I’ve written about the merits of defined benefit pension retirement plans for small business owners – especially those with no employees or those with husband/wife employees. These savings vehicles offer an opportunity to contribute much more to your retirement than an IRA or 401(k) and can help you significantly reduce your taxes. However, there is a problem I recently discovered after reviewing several investment allocations for new clients. It surprised me at first, but it makes sense now. If you are thinking about starting a defined benefit pension retirement plan or already have one, listen to this short episode.

A Surprising Problem with Defined Benefit Pension Plans for Small Businesses

You wouldn’t drive your car forever with unbalanced tires, and you shouldn’t let your investments run unbalanced forever either.

What Should You Do When The Market Drops? Get Your Asset Allocation On Target

Navigating one of life's most difficult transitions in today's episode. How to come out of divorce financially, emotionally and physically okay.

Financially, Emotionally & Physically Surviving Divorce

Looking for a brand new tax-deferred or potentially tax-free investing opportunity? My guest today, Bruce Stachenfeld calls it the 1031 on steroids.

All About Opportunity Zones: The 1031 on Steroids

Successfully managing life’s most significant financial transitions. Discussing how to successfully manage the financial, tax, and psychological issues when facing life’s most important/significant financial transitions such as retirement, inheritance, business sale, and sudden wealth events.

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Retirement Planning & Financial Transitions

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