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Stay Wealthy Retirement Show

Dec 18, 2018

In this episode, I share:

  1. Three super-easy financial planning tips you should tackle before 2018 wraps up. Don't worry, it's not your typical "contribute the maximum to your retirement accounts."
  2. A Tweet from Jim O'Shaughnessy that approaches the recent market volatility in a thoughtful and unique way.
  3. A BIG THANK you...

Nov 20, 2018

Did you know? The average cost per year for a 401(k) participant is 2.2% of their account balance, according to SmartAsset.  

This number is rapidly declining, but even if you cut it in half, it would still be concerning. 

When you leave a company, you have three options for dealing with your 401(k):

  1. Leave it at your...

Nov 6, 2018

Human beings are inherently bad with money. We buy high. Sell low. Spend too much. Save too little.

We are greedy when we should be fearful.

We are fearful when we should be greedy.

On paper, it seems so simple. We know what we are supposed to do, but year after year, generation after generation, we keep making the same...

Oct 23, 2018

“Better start planning for college!” – Every financial planner when you tell them you’re having a baby

Speaking of having a baby, my second son was born the day this podcast episode was recorded.

Please welcome Sutton Cole! He weighed 7 pounds 7 ounces, he’s sleeping like a champ, and he doesn’t have a...

Oct 9, 2018

Cybersecurity. We know how important it is but don't want to take action. 

We don't think anything will happen to us. 

If it does happen to us, we assume there must be a way an easy way out.

That's not always the case. So, today, I'm going to give you three easy ways you can improve your cybersecurity and stay...