Everybody wants to make money, but nobody wants to lose it. In today's episode, Lee discusses a specific investment strategy that aims to limit downside risk while offering attractive upside potential. This strategy, known as a Defined Outcome ETF or Buffered ETF strategy, provides a unique approach to investing, especially in uncertain times like the current economic environment.
Experience matters with a lot of things in life, and investing is no different. But even if you’ve been saving your money and investing for a long time it’s easy to make rookie mistakes. In this episode, we’ll cover some of the top rookie mistakes we see people make, and illustrate how to avoid [...]
The final two weeks of this 2022 football season have been incredible for Georgia fans, but every college football fan had to enjoy the semifinals of the College Football Playoff. As we were watching all this football during the holidays, we started to realize that there are some really great lessons we can take [...]
Is owning a second home, now considered the American Dream? While it may not be an option for everyone, it seems to be a common goal for more people in the last 5-7 years. In this episode, we are going to go over some of the pros and cons of purchasing a second home. [...]
We’re all guilty of putting things off and waiting until it’s absolutely necessary to get them done. We see it all the time when it comes to money. People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be [...]
Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement. [...]
The bucket strategy is a commonly used plan when it comes to retirement. This allows you to allocate money for different goals and helps keep you calm when things are looking down. Lee will discuss what each bucket is for, some common investment vehicles for each of them, and how this might benefit you [...]
We dedicate this show to answering some listener questions that have come in. We will discuss RMD rules, how much investing knowledge you need, and contributing money to a Roth IRA.