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Preparing for retirement is like figuring out an equation. Even if you know most of the variables, you can’t find the answer until solving for

If 2022 felt painful, it’s because it was. There is no use sugarcoating the profound challenges investors endured. A traditional balanced portfolio with 60 percent

It’s a new year, and with it comes new opportunities for people all over the country to set retirement goals. Financial gurus and critics tell

As host of the Money Matters radio show and Retire Sooner podcast, I try to stay plugged into what my listeners have on their minds.

Whether meeting with clients in person or answering listener questions on the radio and podcast, I tell folks to find their purpose through core pursuits. 

As a financial advisor, radio host, and podcast host, I spend most of my time trying to help people retire happier and avoid the pitfalls

The lights are up, the ornaments are hung, and although Home Depot has displayed Christmas decorations since well before Halloween, the official holiday season is

With such a challenging year in the market, I relish every opportunity to report good news — the world economy continues to grow at an

I recently came across an article by Mark Patterson in U.S. News & World Report that caught my eye. The author of The Failsafe Retirement

As host of the Retire Sooner podcast and Money Matters radio show, I’ve interviewed many impressive guests. Talented experts from a wide range of fields

Extensive research and tireless surveys of thousands of happy retirees have convinced me that several different tiers of preparation are required to find happiness in