#63 -Master Market Trends, Maximize Wealth, and Take Control of Your Financial Future
Dive into an eye-opening discussion about confidently navigating the financial landscape. Unpack the latest market trends, tackle productive investment strategies, and uncover a potential key to building lasting wealth. Get insights on making your money work harder, optimizing your retirement plan, and sidestepping common financial pitfalls. Whether planning your next big financial move or just […]
#245 – Supercharge Your Retirement Savings and Outsmart Risk with These Game-Changing Strategies
Unlock secrets to increase the probability of saving more for retirement, managing risk, and making more efficient financial moves. Learn how a simple mindset shift could potentially lead to a 14% increase in savings, why your risk tolerance evolves over time, and how to structure your investments for a more secure future. Explore strategies for […]
#62 – Tariffs, Tumult, and Triumph: How to Stay Ahead in a Volatile Market
Turbulence in the markets? Tariffs in the headlines? Don’t let uncertainty derail your financial future. Dive into a data-driven look at market corrections, the Fed’s stance on interest rates, and the incredible force of the American consumer. Discover why history has favored long-term investors, how the army of American productivity often powers through volatility, and […]
#244 – American Army of Productivity: How to Overcome Tariff Fears and Secure Your Financial Future
Learn how to optimize your retirement planning by utilizing essential financial tools. Discover strategies for leveraging a COLA-adjusted pension, navigating 403(b) withdrawals while contributing to a Roth IRA, and minimizing taxes. Explore rolling I bonds into a 529 plan without triggering taxable events. Analyze switching funds while managing a 401(k) or how Fidelity’s BrokerageLink might […]
#61 – Market Volatility Unmasked: Strategies to Help Protect Wealth and Seize Opportunities
Navigate market uncertainty with confidence. Break down the latest correction, why investors may be shifting assets, and whether history suggests recovery or deeper trouble. Uncover the real impact of inflation, tariffs, and economic policy shifts while understanding why the current administration seems to be skipping short-term stimulus for long-term structural change. Analyze how bear markets […]
#243 – Retire Sooner, Retire Smarter: 6 Costly Mistakes to Avoid for Financial Freedom
Dive into the six biggest mistakes early retirees often make—and how to avoid them. Are you financially prepared to retire sooner than 67? See why a phased retirement strategy can be a game-changer, learn how to secure multiple streams of income, and examine why location matters when it comes to staying close to family. Tackle […]
#60 – Live-In Flips & FIRE: How to Build Wealth, Avoid Taxes, and Retire Sooner With Bigger Pockets’ Mindy Jensen
Can smart real estate investing and the FIRE movement transform your financial future? Uncover the powerful “live-in flip” strategy that sometimes allows homeowners to renovate, sell, and pocket massive tax-free profits—all while living in the home. Learn how to leverage tax laws legally, navigate real estate markets, and maximize returns without overpaying Uncle Sam. Plus, […]
#242 – 10 Habits of the Happiest Retirees: Smart Money Moves & Fulfilling Lifestyles
Break down the five financial habits of the happiest retirees—including how much money you really need, the power of multiple income streams, and why paying off your mortgage faster might boost happiness. Learn how rational optimism can fuel effective investing and how the 4% Plus Rule of thumb can typically keep you from running out […]
#59 – Retirement Readiness: Roth IRAs, the 4% Rule, and Practical Investment Strategies
Discover how to maximize your Roth IRA, balance pension income, and use the 4% rule of thumb to determine if you’re truly ready to retire. Learn why asset allocation is critical, when to consider shifting from stocks to bonds, and whether cash can possibly replace bonds in a portfolio. Tackle real-world scenarios like handling inherited […]
#241 – How Much Do You Need To Retire? Break It Down And Fill The Gap
Tackle the million-dollar retirement question: How much is enough? Use Wes’s “Fill the Gap” (FTG) method to simplify retirement math—subtract guaranteed income like Social Security from your monthly spending goal and multiply the shortfall by 25 to calculate target savings. Explore other early retirement strategies, including the debate about lump sum buyouts vs. pensions, and […]
