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Stay Wealthy Retirement Show

Feb 15, 2023

Today I’m addressing the January inflation report.

In fact, contrary to expectations, inflation increased last month.

Specifically, the Consumer Price Index (CPI) jumped 0.5% after increasing by only 0.1% in December. 

  • Why are prices increasing again?
  • Was the report positive or negative?
  • What does this mean for the...

Feb 8, 2023

Today I’m talking about investing and planning for retirement during uncertain times.

In fact, I was recently invited to discuss this topic with Caleb Silver, Editor-in-Chief at Investopedia.

Caleb hosts the Investopedia Express Podcast and has had conversations with everyone from Ray Dalio & Liz-Ann Sonders to Eli...

Feb 2, 2023

Today I’m wrapping up our series on Financial Advisors by answering five common questions.

Questions such as:

  • How important are professional designations like CFP or CFA?
  • What is the process for firing a financial advisor?
  • Will I incur fees and taxes when transferring investment accounts to another financial...