• The Color of (Your) Money?
    48 mins
  • Tax Traps That Can Eat In To Your Retirement Income
    26 mins
  • What's Missing?
    Jun 21 2021

    Is your retirement plan complete, or is there a chance you might be missing something? An article in The Street says the “missing ingredient” in many plans is … safety. But that’s such a relative term - how should you address growth vs. safety in your retirement portfolio?

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    47 mins
  • What's Your Growth Number?
    Dec 13 2021

    How much should you expect your portfolio to grow? Do you have a benchmark?

    Many people think it should be the stock market, but should that be true for your personal portfolio?

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    48 mins
  • How Rising Interest Rates May Effect Your Retirement Plan
    Mar 21 2022

    The Fed is trying to tamp down inflation by raising interest rates. From the viewpoint of a person in or nearing retirement, what are the pros and cons of interest rates going up?

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    47 mins
  • What is your strategy to fight inflation?
    Apr 4 2022

    If inflation keeps going up, can your retirement income go up with it? If you take Social Security at age 70, how do you bridge the income gap? Are you napping on your 401(k)? If an annuity pops up as a new choice in your 401(k), should you jump on it?

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    47 mins
  • The flip-flopping Fed, Wall Street’s bad report card, and legacy advice from Shaq
    Apr 11 2022

    The Fed is suddenly talking aggressively about rate hikes. Can the market handle it? Wall Street’s best and brightest get poor marks for stock picking. How can you do better, or should you even try? And Shaquille O’Neal talks candidly about sending money down to his kids.

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    50 mins
  • Dealing with inflation, Congress changing the retirement rules again, and is there really a Tax Freedom Day?
    Apr 18 2022

    Are the financial tools we use to deal with inflation out of date? Tax Freedom Day in retirement, is it possible? Did you know Congress is changing the rules on how you access your IRAs and how to save for retirement? If you’re worried about the stability of your pension, what do you do?

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    50 mins