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Stay Wealthy Retirement Show

Jan 25, 2022

Today I'm tackling part 2 of our life insurance in retirement series.

To help, friend and fellow financial planner, Stephanie McCullough stops by.

Together, we cover three main things:

  1. An academic use case for permanent life insurance to create retirement income
  2. A step-by-step process for evaluating an...

Jan 18, 2022

Today I'm kicking off our two-part series on life insurance.

Specifically, I'll be tailoring these episodes to those who are in retirement or close to it

Here are a handful of the things I'll be covering:

  • What are the different types of life insurance (+ pros and cons)
  • How to determine the need for life...

Jan 11, 2022

A near-record number of tech stocks have fallen by 50% or more from their one-year highs. 

Is this the beginning of tech bubble 2.0? 

If so, how will other asset classes behave? 

How should retirement savers prepare?

One of our listeners, John H., recently reached out with these (great) questions.

If, like John, some of...

Jan 5, 2022

Today I'm talking about market forecasts and predictions.


Unlike the core principles that create a successful investment outcome, the financial + economic environment is always changing.

And the current environment drives a lot of our assumptions and decisions about the future.

While I think investors should ignore...