Podcast

Ep 66: Think in Terms of Range, Not Averages

If your head is in the freezer and your feet in the oven, on average you may feel quite comfortable despite suffering from two extremes. Averages are commonly used to discuss investment returns, but they are an oversimplification … especially when it comes to investment expectations. Continue reading

Ep 65: When To Sell An Underperforming Investment

Inevitably you will have some investments perform better than others in your portfolio. A normal, human response is to seek pleasure and avoid pain or sell the underperformer and buy what has done well. But does that make investing sense? Continue reading

Ep 64: Investment Lessons To Learn From 2020

What a year 2020 was. Pandemic. Contested elections. Civil unrest. Rollercoaster investment markets.

As Churchill wrote, “Those that fail to learn from history are doomed to repeat it.” Listen to Kevin discuss investment lessons you can learn from 2020 to be a smarter investor and keep your retirement on track for years to come. Continue reading

Ep 63: 3 Ways To Tax-Optimize Your Charitable Giving

Hear Kevin discuss three ways to tax-optimize your charitable giving. Whether through in-kind transfers of appreciated stock, using a donor-advised fund, or via Qualified Charitable Distributions, each can help you gain a bigger tax break and meet your charitable goals in the Retire Smarter way. Continue reading

Ep 62: Pension Lump Sums: 2021 May Be The Best Year Ever

Pension lump sums will be much higher in 2021 than 2020. Listen to Kevin discuss timing considerations on how to optimize your pension benefits by understanding the key variables that determine your lump sum.

Company pension plans specifically discussed include Akron Children’s Hospital, Bridgestone, FirstEnergy, Goodyear, Mercy Health, and Rockwell Automation. Continue reading