How Survivor Stress Tests Protect Your Family’s Financial Future, Ep #273
Retirement planning is often seen as a numbers game—ensuring that you have saved enough, invested wisely, and built a strategy that will comfortably carry you through what should be your golden years. But those numbers only tell part of the story, the test of any retirement plan is not just whether it works on paper…
The Four Keys to a Truly Satisfying Retirement, Ep #272
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…
The Retirement Trap Nobody’s Talking About, Ep #269
While most of us spend our working lives worrying about running out of money in retirement, Many retirees actually die with far more money than they anticipated—often missing out on the experiences, generosity, and freedom that their hard-earned savings could have provided. In this episode, I discuss why so many family stewards struggle to enjoy…