Plan For Life Now

There has been one question on the top of everyone's mind with regards to their portfolio: How will the upcoming election affect my investments? While no one knows the answer, we can use history as a guide. Dave and Steve take a closer look at historical returns based on who controls the White House, House and Senate.

On this week's episode of Plan for Life Now, Dave and Steve discuss football legend Sam Huff. His public and painful battle with dementia has led to difficult choices for his family members. They also touch on social security claiming and the advice you receive from the Social Security administration.

In this week’s episode Dave and Steve renew their tradition of picking the Redskins games. They also revisit the upcoming deadline for people holding the Federal Long Term Care insurance plan. In addition, they tackle the recent news of the Wells Fargo settlement for opening fake accounts. What types of conflicts of interest can exist between an advisor and their client? How can you attempt to min...

In this week's episode of Plan for Life Now, Dave and Steve explore the psychology of the investor. What are investors thinking and feeling right now? What psychological mistakes are we all hardwired to make when it comes to investing? And most important of all, how can we avoid making these in our own retirement plan.

In this episode Dave and Steve discuss the upcoming price increase for the Federal Long Term Care Insurance plan. With an average increase of 83%, Dave discusses the options to modify you policy while still keeping your price reasonable.

On this week’s podcast Dave and Steve talk about Dave’s torn calf muscle and how it relates to financial planning. They also discuss the “4% rule” and Dave shares his thoughts on why a “cookie cutter” approach to your investments doesn’t make sense.

In their first podcast Dave and Steve discuss life after the radio show on WMAL. They also tackle the tough issue of the day, Brexit, and how to deal with this in your retirement plan.

Dave and Steve's last WMAL show. What's next for them?

Is there such a thing as a "magic product" that will solve all of your retirement woes? Absolutely not. How to choose the right products for your retirement.

Do election years really affect the market? What are some things you should look for when selecting your financial adivsor?

This week Dave and Steve tackle financial planning issues.

Plan For Life Now - 05/15/16 by Capitol Retirement Strategies

Plan for Life Now - 05/08/16 by Capitol Retirement Strategies

Plan for Life Now - 04/17/16 by Capitol Retirement Strategies