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The 22 Age Milestones in Your Financial Journey, Ep #178

The 22 Age Milestones in Your Financial Journey

Are you familiar with the 22 age milestones that you will experience throughout your—and your children’s—life? Maximizing these 22 milestones is incredibly important for a successful monetary journey through life. Listen to this episode of Best in Wealth to learn what they are and why they’re important! Outline of This Episode [1:17] The psychological impact…

The Unexpected Way You’re Timing the Market, Ep #177

The Unexpected Way You’re Timing the Market

You do not think you are timing the market, but guess what? You probably are. In this episode of Best in Wealth, I will talk about what the average investor looks like and why you do not want to fall into that category. I will share why I think you are timing the market and…

Retirement Savings Research: Are You on the Right Track? Ep #176

Retirement Savings Research: Are You on the Right Track?

A recent Charles Schwab survey of 401k participants found that they believed they needed to save at least $1.9 million for their money to last through retirement. When Schwab did this survey in 2019, the target retirement savings was $1.7 million. People are projecting needing $200,000 more over a short two years! So let us pretend that your…

Everything Screams Inflation: What Does it Mean For Your Portfolio? Ep #175

Everything Screams Inflation: What Does it Mean For Your Portfolio?

A Wall Street article, “Everything Screams Inflation,” was published on May 5th, 2021. The opening line says, “We could be at a generational turning point for finance. Politics, economics, international relations, demography and labor are all shifting to supporting inflation.” Is inflation headed higher? The short-term answer is that it already has. So what does…

The 4 Pillars of the “New” Definition of Retirement, Ep #174

The 4 Pillars of the New Retirement

Edward Jones recently completed a large study on the 4 pillars of the “new” retirement. So in this episode of Best in Wealth, I am going to talk about some of the topics covered in this study: changing times, the definition of the new retirement, the definition of success, and the 4 pillars. Don’t miss…