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 point…

Read More

Ep 66: The Most Important Birthdays in Retirement Planning

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age.

Read More

Living It Up

Living It Up May 6th, 2022   Earlier this week I had the opportunity to interview a couple for an upcoming episode of the My Retirement Clarity Podcast. Joe and Suzanne  have been clients for about 10 years and they’ve been retired about that long as well. They retired earlier than most folks do and…

Read More

Ep 65: Common Housing Questions from Retirees

Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. We want to get that part of our financial equation correct, so it’s no surprise it takes up a nice slice of the retirement planning conversation. On this episode, we’ll cover some common housing questions from retirees and hopefully hit on an issue that might also be on your mind.

Read More

Ep 64: How To Recognize Your Own Voice of Greed

When it comes to your money, you might have several different voices in your head— maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it…

Read More

Who’s the Greatest Investor of All Time?

Who’s the Greatest Investor of All Time? April 6th, 2022 On the surface, this seems like a pretty easy answer. I think most people would probably guess that Warren Buffett is the greatest investor of all time. He’s the most well-known and likely quoted more than any other professional investor. As of today he is…

Read More

Ep 63: How Baseball Principles Also Score Financial Runs

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field.

Read More

Why Do A YouTube Page?

Why Do A YouTube Page? Mar. 16th, 2022   Over the last month you’ve probably heard about the new You Tube channel that we started. Hopefully by now you’ve even had a chance to watch a few of the videos. I’ve had a couple of people ask me why we decided to do this so…

Read More

Ep 62: Planning for Things You Can’t Predict

There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers.

Read More

Your Own War Chest

Our Own War Chest Mar. 2nd, 2022 I’ve used the term “War Chest” in the past, but I think it makes sense to bring it back up again and offer a bit of a refresher on the concept. At first glance, you may think it has something to do with the war that is going…

Read More