Podcast

Your Investing Process – Part 1

Do you have an investment process? Most people don’t understand their advisor’s process (if they have one). Yet, in investing, you cannot control your investment results, but you can control your process, which should lead to better results over time. Listen to Kevin give you a high level of a science-based investing process you can understand without having to get a graduate degree in Finance. Continue reading

Mortgage Management

Most financial people only focus on your assets. Listen to Kevin share four examples of clients where better incorporating a holistic view of their finances — assets and liabilities included — made a significant financial imporvements in each of their lives. Continue reading

Death Of The Stretch IRA

Believe it or not Congress actually agrees on something … that your beneficiaries shouldn’t be allowed to stretch IRA required distributions over their lifetime. Listen in to hear Kevin talk about this likely law change is an issue, who is mostly affected (hint: larger IRA owners), and what to do about it. Continue reading

Reasons to Invest Internationally

How much money do you have in international investments? How much should you have? Listen to Kevin discuss what the science of investing says and why you are likely underallocated to international markets. And be sure to listen to the end where he shares a story of a recent conversation with a new client related to international investing. Continue reading

What Is Financial Life Planning?

Financial life planning is being purposeful in continually moving your life in the direction you desire and then matching your finances to support it. Said another way, it is financial planning done right. Listen to Kevin share a story of a client evaluate trade-offs and find a work-life balance that is better for them. He also shares a story of how he and his wife made big life changes after their first child was born … changes that would require Kevin to work several more years before they will reach financial independence. Whether you are in the heart of your working years or at retirement, this is one episode you won’t want to miss. Continue reading