Podcast

Ep 78: Unexpected Benefits Married Couples Get From A Financial Advisor

Married couples often get unexpected benefits from working with a financial advisor. Communication is the essence of healthy relationships. Quite often meeting with an emotionally intelligent financial advisor can enhance the communication and understanding between spouses while bringing objectivity to the financial and emotional aspects of the relationship. Continue reading

Ep 76: Your Hierarchy of Retirement Needs

Hear Kevin discuss Maslow’s work and how it relates to retirement. He’ll discuss real-life stories of how clients have retired but struggled to meet needs without work with the hope of helping you avoid the same. Continue reading

Ep 75: 10-Year Return Forecasts

Hear Kevin review 10-year return forecasts from leading money managers Blackrock and Research Affiliates. What are domestic and foreign stocks likely to do? How about bonds and real estate? Tune in to find out and become a more informed investor. Continue reading

Ep 74: Modeling Real Estate & Business Values In Your Retirement Plan

One of the beginning steps in every retirement plan is to value your assets and project their values into the future. Valuing assets like stocks and bonds is easy (though making accurate projections becomes more difficult.) Complexity increases even more when you consider illiquid assets like real estate and business ventures. Continue reading