Nov 30, 2023
Navigating the Medicare world is confusing and challenging.
As a result, many retirees make Medicare decisions without clearly understanding the long-term implications.
Long-term implications that, in worst-case scenarios, can put a retirement plan in jeopardy.
To help you avoid making costly Medicare mistakes, I'm...
Nov 8, 2023
In part two of my series on bonds, I'm tackling three BIG questions:
1.) With cash yielding 5%, does it make sense to use money market funds (or t-bill) as a bond alternative?
2.) What should investors do if they own the wrong bonds and need to make changes?
3.) Does the current landscape shift how retirement...
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.
‣ 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.
‣ Should minor children freeze their credit even if...