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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,...


Dec 19, 2022

When will we see the bottom of this market? Can we be successful with our retirement portfolio without having to resort to that kind of guesswork? What are the chances we could fall into recession in the next year?  Economists with Bloomberg say it’s 100% certain.  And it might hit sooner than later.  Hear how Steve...


Dec 5, 2022

We’ve talked a lot about how the bond market is also having a horrible year.  That’s why many investors are seeking ideal bond replacements.  Sheryl Moore of WinkIntel.com believes you might consider an annuity. Hear Steve share his opinion and more.

The newest iPhone has a pretty cool feature called...


Nov 21, 2022

The one thing we all wish we had more of is TIME. You know the saying, "There's not enough hours in the day!" I get it, we're all busy. BUT, if you don't take the time to PLAN for your retirement - who will?

Not all recessions are created equal.  But economist Lawrence White tells CBS News that the one thing they all...