Ep 110: Smartly Using Retirement Accounts to Optimize Your Retirement & Tax Savings
Are you looking for ways to accelerate your savings right before retirement? How do you determine whether to save Roth or Pretax? What type of retirement account should you be using? In short, how can you use the myriad tax-advantaged accounts to optimize your retirement savings and tax advantages? All this and more… Continue reading
How NOT to Invest in the Face of Creative Destruction
Innovation culminates in societal advances and growth but can be painful if you are on the destructed rather than the constructed side of change. Here we’ll explore how this should influence your investment portfolio and specifically highlight what not to do. Continue reading
Ep 109: Surprising Lessons on Stock Returns and Diversification
Hear Kevin dive into these details, portfolio implications, and touch on key characteristics of risk — not just how much your investments move up and down (volatility) but making sure you have the dollars you need when you need them (terminal wealth dispersion). You’ll be surprised by what you learn and likely question whether you are truly diversified. Continue reading
Medicare Reviews During Open Enrollment
We have partnered with a local Medicare specialist to offer a complimentary review of your existing Medicare plans to ensure you have the most suitable plans and do not overpay for medical insurance. 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
