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Amazon MusicWeather the Storm and Don’t Lose Focus
Weather enthusiasts and retirement planning worlds collide… Each Fall we spend a lot of time watching and listening to the news and the Weather Channel
September 29, 2022
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Inflation, Early Retirement, & Proposed Changes to Social Security
In a normal year, just one of these topics would be significant news for us to discuss, but 2022 is filled with headlines that impact retirement planning. On this episode, we’re going to provide an update on inflation and the indicators to be watching, share stats on the early retirement trend, and give you the truth on the latest proposed legislation that impacts Social Security.
September 8, 2022
What the Inflation Reduction Act Means for Planning
Washington recently passed the Inflation Reduction Act, which on the surface appears to be aimed at solving the inflation problem. But there’s much more inside the bill, including a few different items that directly impacts financial planning. We’ll break down this new legislation on the podcast and highlight other laws that might be on the way.
August 25, 2022
Lessons Learned: 40th Anniversary of the Historic Bull Run
For economic geeks like ourselves and those old enough to remember, this week will be seen as
the anniversary of one of the greatest bull markets in history. It was on August 12, 1982,
that the Dow Jones Industrial Average dropped to its low of 777 (lucky number) —almost
For economic geeks like ourselves and those old enough to remember, this week will be seen as the anniversary of one of the greatest bull markets in history. It was on August 12, 1982, that the Dow Jones Industrial Average dropped to its low of 777 (lucky number) —almost precisely where the Index had closed in January 1964, more than 18 years earlier!
August 11, 2022
Summer Heat and Economic Stress
There’s a heat wave spreading across the world right now, along with a lot of economic stress. On today’s episode we’ll explore some expert opinions on our current bear market. Does Don agree or disagree with them?
July 21, 2022
The Risk of Losing Financial Independence
Are we losing our financial independence to inflation, a possible recession, and longevity? On today’s episode, we’ll explore the various risks that can complicate your plan and your finances.
June 30, 2022
Should We Be Worried? Inflation, Interest Rates and Bonds
With summer comes rising temperatures and this year, rising inflation! On today’s episode we’re going to discuss the importance of education, managing expectations, and understanding when it comes to navigating a volatile market.
June 16, 2022
Solutions to Investor Anxiety
Last week we spoke on the cycle of investor anxiety. How can we break this cycle and enjoy a fruitful financial future without the stress?
June 2, 2022
The Cycle of Investor Anxiety
How do we overcome the cycle of anxiety we face as investors? On today’s episode, Don breaks down the 5 stages of investor anxiety and how we can overcome these obstacles in today’s world.
May 19, 2022