Ep 80: Should I Sell a Stock With a Large Taxable Gain?

Astute investors know concentrated stock holdings are suboptimal and expose a portfolio to diversifiable risks. But simply selling regardless of tax consequences is also short-sighted. So how do they best fit into your portfolio and financial plan? Continue reading

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

How Risky Are You Really?

Rather than using non-measurable descriptions of risk like conservative, moderate, aggressive, your customized retirement plan needs to be the foundation to measure risk. A good retirement plan starts with carefully modeling your lifestyle goals, optimizing your income sources from Social Security and pensions, and stress-testing investments against your plan. Once this is done the three types of risk below can be more accurately discussed. 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