Podcast

Total Return Portfolio: Retirement Income Planning Series – Part 3

If you’re taking a probability-based approach to investing as we discussed in the first part of this series, you’ll need to build a strategy for how to most efficiently invest your savings to provide an income throughout retirement. That’s where the Total Return Portfolio comes into play. Continue reading

Retirement Income Planning Series – Part 1

For many people, one of the biggest fears going into retirement is where money will come from when you’re no longer receiving a paycheck. That’s why creating a retirement income plan is so essential. Join us as we go over the basic strategies for building a retirement income plan on this first episode of the series. Continue reading

Episode #15: Integrated Advice Is Better Advice

When it comes to building a holistic retirement plan, all of the individual pieces should be working together harmoniously, whether that’s planning, investing, or taxes. Let’s talk about why integrated advice is often hard to come by, and why it’s crucial to building a successful retirement plan. Continue reading

Episode #14: Expected Investment Return Forecasts

You’ve likely heard that making short-term predictions about the market is just about impossible, but what about long-term predictions? Can experts accurately anticipate what will happen over the next 10 years? Kevin discusses a recent Morningstar article by Christine Benz about what you can take away from long-term stock and bond return predictions. Continue reading