Jul 27, 2021
Today I'm talking about I-Bonds, a type of savings bond that some call "the best kept secret in America."
Specifically, I'm sharing:
- What they are
- Why successful retirement savers might NOT be racing out to buy them
- Who they might be a good fit for
If you're interested in learning about a safe investment designed...
Jul 20, 2021
Today I'm responding to some constructive criticism I received from a listener.
I'm also sharing my conversation with Steve Chen, host of The NewRetirement Podcast.
Along with sharing a personal update on having three kids under age 5, we dig into:
- Tax planning opportunities + misconceptions
- What to do when you've...
Jul 13, 2021
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Today I’m tackling part two of our series on Long Term Care (LTC).
Specifically, I’m breaking down three big things:
- The types of LTC insurance...
Jul 6, 2021
Today I'm kicking off a two-part series on Long Term Care (LTC).
In part one, I'm sharing:
- LTC statistics that don't often make headlines
- Why everyone (yes everyone!) needs a plan for LTC
- My 5-step process for determining if you can self-fund
If Long Term Care is one of those financial planning items you STILL haven't...