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Episodes
Reduce Your Taxes in Retirement Using The 321 Plan
This week we continue our deep dive in to the 321 Retirement Plan. The 321 Retirement Plan is an integrated approach to retirement planning designed to amplify income, minimize taxes, and safeguard life savings...
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The 321 Retirement Plan
As odd as it may seem, there are moments in the realm of finance when a sense of novel curiosity overtakes me. One such moment revolves around this nifty little arrangement I've devised, known as the 3 21 Plan. If you...
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Finding Peace In Market Volatility
As a financial advisor with years of experience navigating the unpredictable terrain of the economy, I am often asked whether the worst is truly over. It is a question that weighs heavy on the minds of investors and...
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Investing Mistakes to Avoid
As we find ourselves in the middle of 2023, the landscape of retirement investing has seen a seismic shift. We've watched the traditional 60-40 portfolio model — 60% in stocks and 40% in bonds or other low-risk assets...
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How to Create a Tax Efficient Income Plan
In my early days as a financial advisor, I remember meeting a retired couple, anxious and confused about their retirement savings. As we sat in my office one spring afternoon, they looked at me earnestly and asked,...
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Creating Financial Layers of Protection
Inflation, taxes, and unpredictable markets may seem like insurmountable challenges to a secure retirement. As a financial advisor and retirement specialist on a personal mission to help one million people retire with...
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Navigating the Shifting Economy: Is It Over Yet?
As uncertainty and volatility continue to plague the market, many Americans are wondering how to protect their retirement savings from the whims of day traders and overzealous politicians. With multiple competing...
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The 411 on Roth Conversions in 2023
How to make the most of your Roth conversion and squeeze every penny out of it. We're going to be talking about insider tips and tricks that they just don't tell you about.
What is a "Roth Conversion?"
As a financial...
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A New Investment to Get Off The Wall Street Coaster
Wanna get off that Wall Street roller coaster? This new investment from a leading ETF provider might be your ticket. Join us this week as we explore the new world of Annuity Alternatives.
In the world of cutting-edge...
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How To Protect Against Market Volatility
What's Up With The Volatility?
The big question on everyone's mind today is what's up with the volatility, will it get worse? Are we nearing a turning point...how much longer can it all continue? Here are my quick...
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Silicon Valley Bank and Your Retirement Accounts
What happened with Silicon Valley Bank and Signature Bank, and what does it mean for our retirement?
What happened with Silicon Valley Bank?
Silicon Valley Bank, a niche bank that focuses on the tech sector and funds...
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How to Not Run Out of Money in Retirement
One of the big questions we all have in retirement is, do we have enough money to retire? And how do we ensure that it lasts? Join us as we walk through how to answer these important questions in this week's episode...
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