Medicare Reviews During Open Enrollment
As your Annual Notice of Change arrives in your mailbox, you may have questions about those changes. Or perhaps you aren’t sure if the Medicare plan that you have is still meeting your needs. Your prescription drugs may have changed, and your Drug Plan may not be as suitable as it once was. These items and other questions can be addressed during the complimentary review. Continue reading
Ep 108: It’s the End of the World as We Know It, and Why to Feel Fine
Hear Kevin discuss red flags and common scams fraudsters often use. Affinity fraud, guaranteed or high returns, and unregistered products are often well disguised into good-sounding strategies to gain your trust and dollars. Continue reading
The Case for An Investor’s Persistent, Rational Optimism
Investor sentiment recently eclipsed lows last seen in the financial crisis. Learn why investor bad behavior often presents itself at these times, and why you should instead be rationally optimistic instead. Continue reading
Ep 107: Red Flags of Investment Fraud
Hear Kevin discuss red flags and common scams fraudsters often use. Affinity fraud, guaranteed or high returns, and unregistered products are often well disguised into good-sounding strategies to gain your trust and dollars. Continue reading
Ep 106: Pension Lump Sums – You May Need To Act Now in 2022
Pension lump sums will be much LOWER in 2023 than 2022. If you have a lump sum option, you may need to act now. Continue reading
Red Flags of Investment Fraud
You have likely seen the local headlines. An apparent $50+ million investment fraud is unwinding in northeast Ohio, with a former high school basketball coach and self-proclaimed single-family real estate expert being accused of bilking investors in a Ponzi scheme. … Continue reading
Ep 105: The Story of Dr. Smith
Hear the story of Dr. Smith and how his retirement concerns are likely similar to many of your own. How do I select a good advisor? What to do with my employer retirement plans? How do I transition my healthcare? Hear all of this plus estate planning issues and Dr. Smith’s reflections on his retirement transition in this jam-packed episode. Continue reading
Ep 104: Understanding Your Retirement Plan Results
Kudos! You went through a retirement planning process or completed an online calculator and have the results. Now, what the heck do they mean exactly? Continue reading
Rational Investing Through A Down Market
Investment markets have been providing investors a rough ride in 2022. While falling markets can be worrisome, a rational reminder to understand markets and risk may help keep things in perspective. Emotions & Averages A typical first response to unsettling … Continue reading
Ep 103: Mailbag – Bear Market Investment Questions
The bear is roaring and eating away at stock and bond returns. What’s an investor to do? Continue reading
