Podcast

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

Ep 85: What’s a “Conservative” Investor To Do These Days?

Having reasonable assumptions for investment returns is critically important for many reasons. These assumptions will impact your retirement plan, investment allocation, and your peace of mind. Hear Kevin review discuss a recent letter written to his clients about the three broad categories of investments. Continue reading