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Stay Wealthy Retirement Show

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:

  1. 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...