Articles
Know When to Hold‘em or Fold Your Investment Strategy
The movie, “Rounders”, (1998) starring Matt Damon, Ed Norton and John Malkovich widely popularized the poker game known as “No-Limit Hold‘em”. In the culminating scene
Retire Sooner Reading List (Part 2)
Back in February we suggested five books that we believe could help readers on their journey towards a happy retirement. You’ve all read them by
More Bang for Your Buck: Higher Levels of Interest Outside of the Big Banks
It’s time to talk about the real problem with banks. No, not the recent collapse and calamity of Silicon Valley and Signature Banks, respectively. Thanks
Key Takeaways From Air: The Story Of Nike And Michael Jordan
To err is human, but to Air is Jordan. It’s also the title of a new movie about Nike signing Michael Jordan to one of
Client Spotlight: A Happy Retiree’s Hobby Restoring Classic Cars in Retirement (1970 Ford Bronco)
Much of the recent financial news has been laser-focused on inflation, and rightfully so. When prices go up, quality of life doesn’t often follow. At
The 10 Most Important Lessons I’ve Learned from Hosting the Retire Sooner Podcast: Part 1
The first episode of my Retire Sooner podcast dropped on April 1st, 2021. By then, I’d already been hosting Money Matters on WSB radio for
3 Investing Keys to Help Retirees Sleep Well at Night
Can money buy happiness in retirement? I think it can, but the cost might be lower than you think. We often miss the point when
The Taxman Cometh: Ed Slott To The Rescue
Tis’ the season for W-2’s, 1040’s, Schedule C’s, 1099’s, capital gains, and all the rest. Yes, it’s tax season, yet again, and no matter how
What Happened To Silicon Valley Bank?
As Robert Sanders, Co-Chief Investment Officer at Capital Investment Advisors, recently said on my Money Matters radio show, the number one job of a bank
A Random Walk Down Wall Street with Burton Malkiel
Doctor Burton Malkiel is a living legend! His all-time classic, A Random Walk Down Wall Street, is widely regarded as one of the most influential
Be On Guard: Protect Yourself From Fraudsters Impersonating Employees Of Schwab & Fidelity
A recent phishing scam has deceived clients by email or phone call from a fraudster pretending to work for Schwab or Fidelity. This happened to
Saving vs. Investing: One Small Shift to Make a Two Million Dollar Difference
Sufficient funds may not be the only ingredient in the happy retirement sauce, but there’s a reason the recipe calls for it. Of course, you
Other Resources
