Markets often move based on government reports — good or bad. The problem is distinguishing between noise and signal. Too often the seasonal adjustments made with the intent of allowing investors to compare apples to apples completely miss the mark. In this episode, I’ll share some common sense ways to think deeper about the financial …
25 years ago when I grabbed a stack of free pens at a conference, little did I know the heartache I’d feel when the last pen was finally used up. And when I had an opportunity to buy these discontinued pens on Ebay for $0.75 a pop twelve months ago (and refused), imagine my shock …
When the richest, most powerful, and beloved pillars of your community hire the best legal help to handle their estate planning — and they get sub-par results — what chance do we regular people have? My honest answer: a lot. In this episode, I share a surprising story about how even the most successful people …
After helping hundreds of people make the transition from the workforce into retirement, I can tell you that retirement is the single most stressful event of your life. In this episode, we break down a survey that illustrates the chasm between pre-retirement expectations and the reality of stepping away from the workforce. EPISODE LINKSYou can …
When the retirement accounts of two couples who make similar incomes, are the same age, and have similar circumstances end up in very different places, it makes you wonder what happened to cause the difference. In this episode, we dig into a surprising “intangible” that grew one couple’s account by 8X their peers. EPISODE LINKSYou …
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 …