Congress recently passed the CARES Act to try and help alleviate some of the financial impacts that the Coronavirus has had on the country. Barbara and Phil will run down the main points of this bill and discuss their overall thoughts of this new piece of legislation. We will also answer a few mailbag questions in the second half of the show. […]
The Coronavirus and other economic forces have caused the stock market to crater and experience some wild ups and downs the past few weeks. It has a lot of investors feeling emotional and worried about their retirement plans. Barbara and Phil will give their opinions on the down market and the advice they are currently giving their clients. We will also break down what a backdoor Roth IRA is and discuss the differences between active and passive management styles. […]
We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode. […]
We dedicate another episode to answering your questions that have come in from the mailbag. Today we discuss 401 (k) contribution limits, having multiple advisors, and socially responsible investing. […]
Today’s show is another mailbag edition. This time around we will answer how much risk is appropriate in retirement, consolidating multiple accounts, and more. […]
Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations. […]
With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health… […]
We dip into the listener mailbag to answer questions on rental properties, 401(k) rollovers, how much money you need in retirement, and how a business owner can invest their profits. […]
Join us as we feature your questions on short-term investing, self-directed IRAs, and rental properties. […]
The Fork In The Road For some folks, the idea of putting together a financial plan can be overwhelming. But it’s less threatening if you just focus on a first step to get you started. But depending on your situation, your most logical first step could be one of several thing. Barbara will help you […]