Jan 30, 2023

Sometimes a rocky economy is like a football game.  Market volatility, high inflation and the threat of recession can tackle even a good retirement plan and throw it for a huge loss.  So, is there a tool can withstand these threats?  Hear Steve explain how he can give your money purpose, all while protecting and grow...

Jan 16, 2023

Will you spend more money earlier in retirement on fun stuff or will most of your spending come later things like healthcare? Hear how Steve can help you prepare for both! Then, ever wonder what your cat is saying to you?  There’s an app for that.  It’s called “MeowTalk.”  It uses artificial intelligence...

Jan 2, 2023

I saw an article that talked about the so-called financial planning ‘rules’ that should be abandoned.  One is the “60-40” portfolio split between stocks and bonds.  The other is the “4%” withdrawal rule (if a retiree withdraws 4% in their first year, and adjusts that for inflation every year after that,...