The Importance of Remaining Disciplined with Asset Allocation, Ep #254

We invest in large companies, small companies, value companies, international companies, emerging markets, etc. We practice discipline when investing in all of these asset classes. If we want 20% of a portfolio allocated to large value, we maintain that percentage. We also practice strategic rebalancing. If something has an upward momentum, we set tolerance zones.…

Are You in the Top 5% of Income-Earners or Net Worth? Ep #253

Ever wondered where you rank financially among Americans? Curious about what it takes to join the top 5% in income or net worth? Every three years, the Fed surveys the finances of American households, tracking assets, debt, and more. One of the things they cover is who landed in the top 5% of both income…

Demystifying Financial Advisors, Ep #252

Did you know that anyone can say they are a financial advisor? They may not be licensed or experienced. So how do you know who to trust? In this episode of Best in Wealth, I will break down the three types of people who put “financial advisor” on their business cards, what the letters after a…

6 Lessons from Fritz Gilbert’s 6 Years of Retirement, Ep #250

I frequently talk about what you should do to prepare for retirement and how to handle the years leading to retirement. But I rarely talk about what to do during retirement because I have not experienced it.  So when I came across Fritz Gilbert’s article, “6 Lessons from 6 Years of Retirement,” I knew I…