Articles
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
The Perils of Market Timing
Making money is hard. Even though I’ve been fortunate to meet many of my financial goals, I still feel a sense of accomplishment and relief
Client Spotlight: Rafting the Colorado River Through the Grand Canyon in Retirement
When you spend most of your time helping folks plan for the happy retirements they deserve, it’s rewarding to stop and enjoy the ones who
Retire Sooner Reading List
Any author will tell you that self-promotion is a vital muscle to develop. You pour your heart out, scribbling ideas before heading to the office,
10 Things Investors Should Know About Secure Act 2.0
Secure Act 2.0 has now been put into law as an expanded version of the SECURE Act of 2019. Below are some of the highlights
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