Podcast

If you think bonds are boring, think again! While this type of investment rarely gets mentioned, it will offer your portfolio critical protection during volatile times like these. Learn how you should diversify your portfolio with bonds in today’s podcast episode, and see the full transcript below.

We’ve witness some very strong gains in the stock market over the last few weeks – a welcomed change since the lows of March 23rd. The questions many investors have now are why? and will these recent gains last? Learn the answer to both in today’s podcast episode!

Looking back at the past 50 years, we’ve seen crushing recessions, high unemployment, chaos and uncertainty, but throughout all the turbulence, the market has continued to go up. Coronavirus will be temporary, and despite the magnitude of the current health and financial crisis, remember that we will recover and prevail. In times of uncertainty, take…

Here are a few steps to help safeguard your portfolio and finances during turbulent times. By implementing these ideas, you may even come out ahead!

Are you looking to move to a lower income tax state in preparation for retirement? Be sure to follow these basic rules to ensure you don’t get penalized in case of an audit!

Have you heard of the 4% rule? How much can you safely withdraw from your retirement portfolio and not run out of money? Is allocating 75% of your portfolio to stocks a risky move? In today’s episode of Financial Transitions, we’ll explore everything you need to know about the 4% rule. Learn how you can…

I’ve been working with retirees for over the last 24 years. I’ve seen in the real world what leads some clients to experience more satisfaction and happiness in retirement than others. Also, in my pursuit of a PhD in retirement planning, I’ve read hundreds of research papers on retirement. In this episode of Financial Transitions,…

Hiring a retirement financial advisor may be one of the most important financial decisions you can make. Working with an honest and experienced retirement financial advisor can make the difference between a mediocre retirement filled with financial fret and a fulfilling retirement filled with confidence. However, how can you find the best retirement financial advisor…

 I’ve written about the merits of defined benefit pension retirement plans for small business owners – especially those with no employees or those with husband/wife employees. These savings vehicles offer an opportunity to contribute much more to your retirement than an IRA or 401(k) and can help you significantly reduce your taxes. However, there…