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Stay Wealthy

Nov 12, 2019

Interest rates are at record low levels.

The bond market in an almost 40-year year bull market.

It's very possible you have heard some version of the following statement:

"If (or when) interest rates rise, bonds will lose money."

If you're a listener of this retirement podcast, you might know that it’s not entirely...


Oct 29, 2019

Perth Tolle is the founder of Life and Liberty Indexes.

And she allocates over 50% of her hard-earned money to emerging markets.

But why?

Why invest in emerging markets at all?

Why invest overseas if the U.S. stock market has done so well? And what are emerging markets anyways?

We are answering all this and more in...


Oct 15, 2019

There are roughly 69 million Social Security beneficiaries in the U.S.

And these beneficiaries will be witnessing a few changes to their Social Security benefits in 2020.

But some working professionals who aren't even close to claiming Social Security benefits will also be experiencing a change.

In today's episode, I'm...


Oct 1, 2019

Without question, you have heard of Exchange Traded Funds, also commonly referred to as ETFs.

It's a complex topic so I brought in the best person I know to help us break it down, in plain English. 

Ryan Kirlin is the Head of Capital Markets for Alpha Architect. He's also a national-caliber rowing athlete and his claim...


Sep 17, 2019

If you are investing for retirement, you’ve probably come across target-date mutual funds. You may even be investing in one in your 401K and not realize it.

So, you’re likely wondering what they are and why they are so popular.

The thing is, target-date mutual funds are just like other mutual funds - some are...