Articles
IRAs for Education
The cost of living has been rising, and college tuition is no different. With that harsh reality, folks have had to find creative ways to
101 Retirement Tips
My team at Capital Investment Advisors put together a guide with 101 retirement tips that can help you prepare for and/or help you navigate retirement.
Stop Working When You Reach 25x In The Bank
The 25x Rule is one of the simplest ways to answer a big retirement question: how much money do you actually need to stop working?
How to Find Your Core Pursuits
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.
What’s Your Retirement Style?
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
Demographics Can Help Shape Your Retirement Destiny
With such a challenging year in the market, I relish every opportunity to report good news — the world economy continues to grow at an
7 Questions To Ask Retirees
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
1 Trick To Change Your Relationship With Money From My Interview With Ken Honda
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
Five Money Habits of Happy Retirees
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
Client Spotlight: Hidden WWII Letters Help This Retiree Discover More About His Family
When finding happiness in retirement, our clients take many different paths. From time to time, we like to shine a light on the road a
The DOW Jones And S&P 500 Explained
Stock reports invade your daily news cycle. For radio listeners, it’s a rapid-fire attack on the “fives” along with weather and traffic. As the long-time
How To Protect Your Money In Retirement
A happy retirement requires diligence and consistency in several categories. If you’ve read either of my books, You Can Retire Sooner Than You Think or