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Stay Wealthy Retirement Podcast

Oct 26, 2023

Bonds are down 20%+ over the past three years. 

Meanwhile, riskier asset classes (like U.S. stocks) are UP ~30% during the same period.

‣ What the %@#! is happening to bonds right now?

‣ Why are safe asset classes down double digits while risky asset classes scream upward?

‣ Should retirement investors consider...


Oct 19, 2023

Today I'm sharing nine fun facts about the economy, markets, and retirement. 

Along with being entertaining, these facts bring important planning topics to the surface.

They also help to address and answer common questions.

For example:

‣ How correlated is the economy to the stock market?

‣ What are the actual...


Oct 4, 2023

Everyone should freeze their credit.

But most retirement savers I talk to have not tackled this simple (and free!) task.

After commenting briefly about credit freezes in an episode last month, I've received dozens of GREAT questions from listeners.

Questions like...

‣ Should minor children freeze their credit even if...