Avoiding the 5 Biggest Retirement Pitfalls, Ep #271
Retirement is the beginning of a new chapter, full of opportunity, challenges, and critical decisions about your financial future. Protecting your retirement means understanding and proactively managing the most significant risks you will face. On the show this week, I explore the five biggest risks to a secure retirement and outline strategies to help you…
Preparing Your Retirement Portfolio for a Grizzly Bear Market, Ep #270
Are you ready for the next grizzly bear?—not the animal, but a major market downturn. He discusses the history of market corrections, bear markets, and the rare but devastating grizzly bear markets, illustrating why it is crucial to evaluate your portfolio’s risk level during strong market conditions—not during times of crisis. Whether you are approaching…
Should You Stay the Course? War, Oil, and Your Investments, Ep #268
Watching the news recently has been an uneasy experience for investors and retirees. War headlines dominate the airwaves, oil prices have surged to new highs, and portfolio balances may not look as reassuring as they did months ago. For family stewards looking to safeguard their financial futures, the temptation to react to these global shocks…