Aug 30, 2023
With home interest rates recently hitting 20-year highs, you may wonder if now is a good time to purchase your retirement home or a second home? On this episode, I'm going to discuss what you should consider before signing on the dotted line and making such a big commitment.
You will want to hear this episode if you are...
Aug 23, 2023
When people find out that I am a financial advisor, they usually ask me about retirement. Specifically, they want to know the best ways to save in order to secure their financial future. So in this episode, I’m giving you my three favorite ways to save for retirement and the pros and cons of each strategy.
You will...
Aug 16, 2023
2023 is off to a great start for investors! This means now is the perfect time to make sure your asset allocation is optimized for the highest possible returns. On this episode, I’m doing a brief review of asset allocation, diving into why you should know the breakdown of your investments, and exploring the ways you...
Aug 9, 2023
Have you ever been tempted to cash out your 401k when changing employment? Is this really a good option? On today’s episode, I’m exploring the 401k cash-out culture in America, why people do it, whether or not you should do it, and retirement-friendly alternatives to cashing out your 401k.
You will want to hear this...
Aug 2, 2023
With 2022 being one of the worst years ever for bonds, many listeners are asking if they should dump their current bond fund and move to something more stable? On this episode, I’m exploring the performance history of bonds, the relationship between bonds and interest rates, and whether you should sell your bonds...