Podcast

The Story of Jane

June 6, 2019      Editor

Jane is in her mid 60s. She recently inherited money from her father and is soon to be getting remarried. She had two advisors – her own and now dad’s advisor – but didn’t have the clarity and confidence she felt she needed around her money and these big life transitions. Listen to Kevin share her story as she considered what she really wanted from a relationship with an advisor and wrestled with whether she had the type of financial situation to justify paying an advisor for help. Continue reading

Are Guarantees Worth It? Retirement Income Planning Series – Part 5

May 16, 2019      Editor

When choosing investment vehicles, for many people the most important factor is the guarantee that they’ll receive a certain amount of income across their lifetime. But what exactly will that guarantee cost you? We’ll find out on the fifth and final episode in the Retirement Income Planning Series. Continue reading

Dynamic Strategy: Retirement Income Planning Series – Part 4

May 2, 2019      Editor

When building a financial plan that’s based around investing, it’s important to take into account a handful of dynamic elements that will likely vary quite a bit throughout your retirement. Tune in to our fourth installment of the series to hear how you can organize your plan around dynamic market expectations, dynamic allocations, and dynamic spending. Continue reading

Total Return Portfolio: Retirement Income Planning Series – Part 3

April 18, 2019      Editor

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