Financial Fitness

What You Would Tell Your Younger Self

Terms used in the trading world

Bonds-I Bonds- CDs- Annuities

History of Bob and how he became what he is today Signs you'll run out of money in retirement

Life 30 yrs ago compared to today (Repeat)

Bob shares his thoughts on how you can become rich

The current events might make someone hesitant about making a plan or making changes to a current plan. Today Bob talks about now being the time to make sure you have a plan in place, and to engage with a financial professional to make sure the plan is doing what it is supposed to no matter what is going on in the world around us.

With the Presidential election coming up and times being uncertain, how can you maintain confidence in your financial situation? Today Bob goes over certain items to assure investors of their plan going forward, including having an advisors to reassure people that their plan is solid.

There are these so-called "proven formulas" for a lot of things like weight loss, success at something, etc. But is a one size fits all plan good for retirement? Bob takes a look and discusses why, since no two retirements are the same, why a customized plan is best for anyone wanting to retire in modern times.

Today Bob gives his letter to his clients at the mid-point of 2020, and talks about some of the points going forward that he sees for the economy and investments in the coming months.

Today Bob addresses fees, both obvious and not-so-obvious, that come with investments and investment planners, how to find them and how to make sure they can be as low as possible so you can make more money.

Many people engage in spring cleaning of their homes this time of year. But it's also a good idea to take a look at your financial situation, especially during this time of the Covid-19 pandemic. Bob takes a look at some things you can do to put your spending into context and look ahead for ways to better save for your retirement.

With the changes to daily routines due to Covid-19, it may be easy to doubt things concerning your future, but it doesn't have to be that way. Today Bob talks about how to focus on the silver lining, and how to find opportunity in even the toughest times.

Today Bob updates the latest market news and provides tips on staying the course in your retirement plan and making only whatever changes are appropriate for you. The show also features an interview with Dr. Alicia Arbaje of Johns Hopkins about the Corona Virus situation and how seniors can best take care of themselves to give them the best chance of not falling ill.

The Corona Virus correction recently turned into a bear market, down 20% from yearly highs in less than a month. Bob updates us on what is in the news and how going forward he is using it as an opportunity to position your portfolio for the eventual upswing when things settle down.

Bob updates us on the latest situation with the stock markets amidst all the Corona Virus news and how volatility could remain part of the landscape for the near term.

The recent Corona Virus concerns have hit the stock market with a big round of volatility. Today Bob takes a look at past health issues which affected the market, how it has bounced back from them, and how investors need to stay the course for the best long term results rather than getting out and trying to jump back in at the bottom.

Medicare specialist Cortney Dale of Sunflower Senior Solutions talks with Megan about Medicare, a complex program for health care for those age 65 and above. Cortney goes over the basic aspects of the program and ways it can affect individuals both from a personal and financial aspect.

Today Bob reads the letter he sent to his clients to start the New Year, and how important it remains to stick to the goals put forth in your plan regardless of national or world events.

Today Bob takes a look at the newly passed Secure Act and what it means to your retirement planning going forward.

Sources of income, when to take Social Security, future health care possibilities, and the possibility of increasing inflation. These areas are crucial to retirement planning, and Bob goes over scenarios that can help you make sure you are covered if any of these areas take a turn for the worse.