Ep 94: Rules Gone Awry – The Rule of 100
There’s a “rule” that says you should take 100, subtract your age, and the result tells you how much of your money you should invest in stocks. It would be awesome if retirement planning was that simple, but simple isn’t always effective and that’s the problem with the Rule of 100. Take a listen to find out about better ways to invest and plan for your financial future. Continue reading
Should I Sell a Stock with a Large Taxable Gain? (Part 3)
Have you acquired stock over time and seen it significantly rise in value over time? What should you do? Let it ride? Or should you sell, pay taxes, and reinvest in a more diversified fashion? Let’s consider some transition strategies to mitigate the tax bit to become more diversified. Continue reading
Ep 93: Rules Gone Awry – Take Social Security Early
In part two of our Retirement Rules Gone Awry series, Kevin will tell us why this retirement “rule” needs to be scraped and give us the proper lens through which to view the social security problem. Continue reading
Ep 92: Rules Gone Awry – The 80% Spending Rule
In our Retirement Rules Gone Awry series, Walter turns to Kevin on this week’s podcast to understand how that “80% Rule” worked its way into the retirement planning vernacular and why we’d all be wiser to ignore it. Continue reading
Ep 91: What Retirees Want in a Home
Should you stay or should you go…While many Boomers intend to not move but age in place, an increasing amount are making a change. Learn why many more Boomers are choosing to go and where they are going to in order to improve retirement satisfaction. Continue reading
Ep 90: What Retirees Want in Time, Health & Relationships
What do retired Boomers say is the key to retirement happiness? Think about what you would say and then take a listen to learn this and more on the show. Listen and learn as Kevin continues the podcast series, discussing the book What Retirees Want (WRW) by world-famous “Age Wave” expert Ken Dychtwald, Ph.D. Continue reading
Should I Sell a Stock with a Large Taxable Gain? (Part 2)
Have you acquired stock over time and seen it significantly rise in value over time? Now you have large, embedded capital gains and a more concentrated portfolio. Should you sell, pay taxes, and reinvest in a more diversified portfolio, or let it ride? Continue reading
Ep 89: What Retirees Want: Work In Retirement?
Listen as Kevin discusses the book What Retirees Want (WRW) by world-famous “Age Wave” expert Ken Dychtwald, Ph.D. Learn why your expectations of how long you’ll work will likely vary substantially from how long you’ll actually work and why this matters. Continue reading
Ep 88: What Retirees Want: An Overview
Learn how increasing wealth and longevity have transformed retirement and will continue to create more “Time Affluence.” Hear why Work, Leisure, Health, Home, Family, Finances, and Purpose are key zones impacted by this new idea of retirement and how to better think about and prepare for the softer side of retirement. Continue reading
2021 Year in Review: Economy and Markets
COVID, crypto, and inflation, oh my! Each year significant events occur and may impact our lives, economy, and the investment markets. That, as they say, is life. 2021 was no different. Despite COVID waves and COVID seemingly becoming endemic to … Continue reading
