Posts by Lee
Taxes- The Greatest Threat To Your Retirement
Taxes- The Greatest Threat To Your Retirement Tuesday, April 6th, 2021 I’ve always said there are 3 major threats to a retirement today. A long term care event, a severe, sustained market crash, and increasing taxes. In light of everything that has happened with the virus relief and governmental spending habits, I think taxes has…
Read MoreEp 39: This is Why You Never Assume
You don’t want to make an assumption when it comes to your money and retirement. Instead, learn how to take control of your finances rather than hoping things fall into place on their own.
Read MoreInformation Overload…and our plan to help
There is so much information available to us on the internet. We live in a world where massive amounts of information on virtually any topic is at our fingertips 24/7. With all that is available, it can lead to information overload and downright confusion. I can’t tell you the number of times someone wanted to talk…
Read MoreEp 38: Understanding Risk
With threats like rising interest rates and inflation, Lee discusses many of the risks that can come with your financials as you approach retirement. Don’t wait until it’s too late, protect yourself now from these risks.
Read MoreWhat’s the Best Investment Strategy?
Tuesday March 9th, 2021 What’s the Best Investment Strategy One of the things I am frequently asked is, “What’s the best investment strategy?” It’s sort of a trick question, but I always answer the same…there is no best strategy. What works for you may not work for someone else. I also remind people that there…
Read MoreEp 37: How Women Can Make Sure They’re Involved In Financial Decisions
A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this is a bad idea because one day you might become the lead decision maker. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions.
Read MoreThe Greatest Generation
Tuesday February 23, 2021 The Greatest Generation A couple of weeks ago, I had the privilege of meeting with 91 year old man who needed some financial guidance. One of his family members brought him to the office to discuss his situation. He really just wanted to talk about his options for a few CD’s…
Read MoreEp 36: Prospering In Retirement With Susan & Larry Johnson
We sit down with Susan and Larry Johnson on today’s show. They have been married for almost 40 years and are making the most out of their retirement. The couple has traveled extensively, so Lee asks them some questions about their traveling experiences as well as how they’ve felt about retirement so far.
Read MoreExcellence Personified
Tuesday February 9th, 2021 Excellence Personified Early on, I wasn’t really a fan. It was probably because I was more of a Peyton Manning fan. I didn’t particularly like the Patriots either. However, over time, I learned to appreciate Tom Brady more. Brady had 6 Super Bowl wins going into Sunday’s game. He brought…
Read MoreEp 35: Where My Financial Knowledge Comes From
Have you ever stopped to think about your journey of learning all that you have about money and finances?
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