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So far Lee has created 104 blog entries.

The Roller Coaster Continues

The Roller Coaster Continues October 20, 2022 I don't know how day traders do it. The constant barrage of news and trying to act or not act on every tip or opinion that is out there. It's why I chose long to ago to not to chase markets. My emotions would get the best [...]

By |2022-10-20T19:06:10+00:00October 20th, 2022|blog|Comments Off on The Roller Coaster Continues

Shrinking Pensions

Shrinking Pensions 9-21-22 As you know, interest rates are on the rise and more increases are coming. This is not good news for my situation because we are still in the "construction loan" phase of building our house. We won't be able to get a permanent loan until the house is complete. I spoke [...]

By |2022-09-21T19:39:52+00:00September 21st, 2022|blog|Comments Off on Shrinking Pensions

When Plans Don’t Go As Planned

When Plans Don't Go As Planned September 7, 2022 I had a conversation with a buddy of mine who has been a commercial pilot for quite some time. One of the things we talked about was flight plans. I asked him how often he actually takes the time to prepares a flight plan. Of [...]

By |2022-09-07T18:13:20+00:00September 7th, 2022|blog|Comments Off on When Plans Don’t Go As Planned

Lemons and Lemonade

Lemons and Lemonade July 13th, 2022 What's the old saying? When life gives you lemons, you make lemonade? Seems we've been stacking up some lemons at our house for the last month or so. Nothing major that will have lasting consequences, but it sure stinks when you're going through it. As you all know, [...]

By |2022-07-18T17:48:49+00:00July 13th, 2022|blog|Comments Off on Lemons and Lemonade

Ep 69: 5 Strategies to Consider During A Down Market

The market is down right now and has a lot of people panicking about what to do with their investments. But there are potential opportunities out there if you look closely. On this episode, we give 5 potential strategies you may be able to utilize during this time.

By |2022-08-09T19:34:04+00:00July 6th, 2022|Podcast|Comments Off on Ep 69: 5 Strategies to Consider During A Down Market

Moving to Cash?

Moving to Cash? June 15th, 2022 One of the things I'm always asked during volatile markets is- "when is it time to move everything to cash?" It seems like a very tempting and logical solution to implement. It seems even more logical when there is no end in sight. The great unknown for all [...]

By |2022-07-18T18:00:44+00:00June 15th, 2022|blog|Comments Off on Moving to Cash?

Ep 68: Secret To Retirement Success: Get Out Of Your Own Way

There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning.

By |2022-08-09T19:35:35+00:00June 15th, 2022|Podcast|Comments Off on Ep 68: Secret To Retirement Success: Get Out Of Your Own Way

Talk Radio Ads

Talk Radio Ads June 1st, 2022   There are a lot of tough parts of my job. One of the hardest parts is keeping conversations from turning political. Everyone has their own beliefs and it’s not likely that we are going to change anyone else's mind. I do think good political conversations can be [...]

By |2022-07-18T18:16:59+00:00June 1st, 2022|blog|Comments Off on Talk Radio Ads

Ep 67: Retirement Community Living With Joe and Suzanne Best

On this episode of the podcast, we chat with Joe and Suzanne Best. Before retirement, Joe worked as a federal probation officer and Suzanne worked in the public education sector. Once retirement was a reality, they decided to move into a retirement community. We will talk with them about what their experience has been like and what their lifestyle looks like now.

By |2022-08-09T19:36:14+00:00June 1st, 2022|Podcast|Comments Off on Ep 67: Retirement Community Living With Joe and Suzanne Best

Simpler Days

Simpler Days May 18th, 2022   I got an email from a client last week who said they'd read a recent email I sent out where I encouraged folks not to watch the news. His point was that it made him a little nervous when anyone told him not to watch the news. His [...]

By |2022-07-18T18:26:55+00:00May 19th, 2022|blog|Comments Off on Simpler Days
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