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Stay Wealthy Retirement Podcast

Oct 24, 2024

Today, I'm talking about navigating the risks of concentrated investments.

Specifically, Peter Lazaroff, CIO of Plancorp, joins me to answer three BIG questions:

➤ How do you know if you have a "concentrated investment?"

➤ What are some little-known risks investors aren't considering?

➤How do you (tax-efficiently)...


Oct 10, 2024

Today, I'm sharing how retirement investors can take action in this final episode of our Small Cap Value series. 

Specifically, I’m discussing three things: 

➤ Why paying MORE for an investment can pay off

➤ How to easily and properly evaluate different funds 

➤ What small-cap value funds to consider 

I’m also...