Hear Kevin dive into these details, portfolio implications, and touch on key characteristics of risk — not just how much your investments move up and down (volatility) but making sure you have the dollars you need when you need them (terminal wealth dispersion). You’ll be surprised by what you learn and likely question whether you are truly diversified. Continue reading
Podcast
Ep 108: It’s the End of the World as We Know It, and Why to Feel Fine
Hear Kevin discuss red flags and common scams fraudsters often use. Affinity fraud, guaranteed or high returns, and unregistered products are often well disguised into good-sounding strategies to gain your trust and dollars. Continue reading
Ep 107: Red Flags of Investment Fraud
Hear Kevin discuss red flags and common scams fraudsters often use. Affinity fraud, guaranteed or high returns, and unregistered products are often well disguised into good-sounding strategies to gain your trust and dollars. Continue reading
Ep 106: Pension Lump Sums – You May Need To Act Now in 2022
Pension lump sums will be much LOWER in 2023 than 2022. If you have a lump sum option, you may need to act now. Continue reading
Ep 105: The Story of Dr. Smith
Hear the story of Dr. Smith and how his retirement concerns are likely similar to many of your own. How do I select a good advisor? What to do with my employer retirement plans? How do I transition my healthcare? Hear all of this plus estate planning issues and Dr. Smith’s reflections on his retirement transition in this jam-packed episode. Continue reading