Is The 60/40 Portfolio and 4% Rule dead? [Part 2 of 2]
We were talking about the 60 40 portfolio. If it was dead or not what do you do during the retirement years? How do you make adjustments and changes as the economy continues to shift and change? When we were together...View Episode
S2E13 - Is the 60/40 Portfolio dead? [Part 1 of 2]
Hello libel. How you feeling today, sir? I'm doing pretty good. How about you? I'm doing well, and I'm really excited to talk about today's topic because we've talked about it on the edges before. I'll say it that...View Episode
S2E12 - Is this the end of Crypto? WTF Happened? Who is SBF and FTX?
So what exactly is happening now in the world of crypto? I've seen some bankruptcies go across and people losing money. Yeah. As Warren Buffet likes to say, and I love quoting this, a rising tide lifts all ships, but...View Episode
S2E11 - The Safest Way to Invest in the Market
There are many ways to participate in the market without having to ride the Wall Street Roller coaster. It is important first to identify what "safe" means to the individual and then create a strategy that allows for...View Episode
S2E10 - Handling Market Anxiety
Q: What was the impetus for living with financial anxiety? Many people's biggest stumbling block to success is that they act out of fear. When it comes to financial planning, this manifests as the fear of not having...View Episode
S2E9 - What Type of Advisor Should I Hire?
Q: What type of advisor should I hire? A: The answer is, is the advisor who can help you, The advisor that you connect with..coming from the marketing side of this business, I have dealt with the full spectrum of...View Episode
S2E8 - The 4% Rule...What You Don't Know Can Hurt You!
What is the 4% Rule? A: It seems like even the people who seem to think that they know what the 4% rule is, and once they start talking, you kind of realize that everyone has a different impression of what the 4% rule...View Episode
S2E7 - What Type of Advisor Should I Hire to Help Me in Retirement? What should I look for in an advisor?
Q: What type of financial advisor have you found to be the most helpful for those on the verge of retirement? (2:11) A: This is a little bit of a trick question of, you know, when we're thinking about financial...View Episode
S2E6 - Investing for Retirement
Q: Is there such a thing as "winning" when it comes to investing? (1:58) Q: What should we be thinking about when it comes to investing for retirement right now? (3:20) Q: Can you talk about what people mean when we...View Episode
S2E5 - What is the "market?"
Q: What is the "market?" (1:30) A: Generally speaking, when we talk about the market in general terms, we're talking about the stock exchange and the ability to buy and sell pieces of a company or pieces of a loan to...View Episode
S2E4 - How to Ethically Pay Zero Taxes in Retirement
Q: How can retirees make the most of their money WITHOUT paying too much in taxes? (1:48) Q: So the tax codes are actually written in favor of his citizens? (3:54) Q: Where do we, how do we start making our money more...View Episode
S2E3 - Retirement Income Plan
Q: What do I need to know in order to retire? (1:48) A: There are a lot of things that you need to know as we go into retirement. Unfortunately, there really isn't a handbook out there. HR doesn't give you your gold...View Episode