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Stay Wealthy Retirement Show

Mar 30, 2021

Today I'm kicking off a two-part series on robo-advisors by sharing:

  • What a robo-advisor is (in plain English!)
  • Why I argue they've been around since the 1920's
  • Who they are and aren't a good fit for

If you're a retirement saver who wants to learn more about these low-cost investing solutions + if they live up to the...

Mar 23, 2021

Today I'm talking about Non-Fungible Tokens (NFTs). 

Specifically, I'm sharing:

  • What an NFT is (in plain English!)
  • Why they are so valuable
  • If this is an asset class retirement savers should take seriously

If you want to know why pixelated drawings and 3-second video clips are trading hands for millions of dollars +...

Mar 16, 2021

Today I'm sharing 3 of my favorite portfolio analytics tools for retirement investors.

I’m also using these tools to provide an update on some of the crazy things happening in the stock market right now.

So if you’re ready to learn how you can use tech to better understand what you’re investing in, today’s...

Mar 9, 2021

Today I'm tackling three listener questions with my good friend, Roger Whitney:

  1. Why you don't have to invest in ESG stocks to make an impact
  2. How to replenish your emergency fund (+ how much cash is too much)? 
  3. How to process retirement account withdrawals if you're trying to stay in the 12% tax bracket

If you want to...

Mar 2, 2021

Today I’m sharing my 3 favorite tech tools for retirement savers...that have nothing to do with money!


Because if technology can improve your life, save time, and help you become more efficient, you’ll have more time to spend on improving your financial plan :) 

Be sure to stay until the end because I’m...