In my 30 years as a financial planner, not one person reached retirement age and wished they had done less to prepare — which is why a prospect telling me, “I’m not retiring yet!” was a sad surprise. In this episode, I reveal the three most common reasons people avoid financial planning, and what you …
About 25 years ago I went golfing with a buddy and his dad at his favorite golf course. Things were rough at the start, but when guys in hazmat suits appeared in a water hazard, I knew this wouldn’t be a normal afternoon of golf. In this episode, we discuss how the “new normal” is …
In the winter of 1892, a freak accident and a perfect storm of events combined to decimate the heart of Fall River, MA. In this episode, we look at three lessons this tragedy can teach us that will help prevent your portfolio from suffering the same fate. EPISODE LINKSYou can download a free digital copy …
Why are the talking heads on TV and online so often wrong? And why does the market tend to zig when it should zag? In this episode, I share the two economic reports that can give you the real state of the economy — and what to look for that reveals where the economy is …
Four years ago I was motivated to become fit, and did everything I knew how to boost my health. I made progress, but it wasn’t until I met Dave that I made significant strides. In this episode, I share why even motivated DIYers can benefit from professional help (plus the true cost of DIY in …
This is one of the most common questions I hear from people nearing retirement age: when should I begin taking social security? And the truth is . . . it depends. In this episode, I’ll share why the common wisdom about taking social security may have it wrong, and what you need to consider when …
Retirement is as much about enjoyment as it is about spending management. But what happens when a retiree swings the spending pendulum too far and outlives their nest egg? In this episode, we look at the life and times of a big spender and how we can learn from his good timey ways. EPISODE LINKSYou …
It’s tough to stay out of the comparison game, especially when your peers seem to be doing so much better than you. What’s their secret? What are you doing wrong? In this episode, I pull back the curtain and reveal what’s really going on with so many of the people you secretly admire. EPISODE LINKSYou …
When I was growing up, you couldn’t turn on the TV without seeing a dozen AARP ads. By the time my parents reached age fifty, they refused to join—they didn’t see themselves as old, which is the image AARP members had. In this episode, I give you my take on AARP, and some surprising truths …
In my 30+ year career, you’d be surprised how many people I’ve worked with who thought their job was safe, only to be stunned by a pink slip. With telecoms (and everyone else) looking at cost-cutting in the face of a potential recession, it’s wise to give yourself options in case your job gets the …