Unleash Your Wealth

Warren Buffet is famous for saying, “Just don’t lose money.” Today we look at what Warren says made him successful and what we can learn from it. See omnystudio.com/listener for privacy information.

There are so many stories of rich athletes that blow through their millions. We found a story about a current quarterback that seems to have his head on straight and thinking to the future.   See omnystudio.com/listener for privacy information.

A new survey says 70% of people are financially stressed right now and don’t trust the stock market. If that describes you, how do you position your money? See omnystudio.com/listener for privacy information.

We spend hours pouring over our taxes each year trying to write a smaller check to the IRS. How much planning are you putting into the check you may be writing while you are in retirement? See omnystudio.com/listener for privacy information.

A new idea for income in retirement. Take more when the market is good, cut back when the market is bad. Sounds simple, but does it work? See omnystudio.com/listener for privacy information.

What mix of stocks-to-bonds or risk-to-safety makes you feel comfortable? Raj and Rick look at an interesting new idea. See omnystudio.com/listener for privacy information.

The recent failures of Silicon Valley Bank and Signature Bank will rattle your confidence in the banking system. What do we need to know and what is the main take away from this unfortunate event? See omnystudio.com/listener for privacy information.

The Fed keeps raising interest rates to fight inflation. It is adding volatility to the stock market, but it’s also adding a new option for retirement savers that they haven’t seen in almost 20 years. See omnystudio.com/listener for privacy information.

The headlines are calling for another market pullback. If you are getting close to retirement, how do you prepare? See omnystudio.com/listener for privacy information.

It’s been 20 years since interest rates have reached 5%, but here we are. What’s out there and how do you choose? See omnystudio.com/listener for privacy information.

Target Date Funds were designed to move to less risk as you get toward retirement. Do they work or is there a better way to manage risk? See omnystudio.com/listener for privacy information.

03No one wants to work their whole life, send money down to their children and see a huge chunk of it go to Uncle Sam. How can you avoid it? See omnystudio.com/listener for privacy information.

Do you have the right amount of risk-to-reward? Do you have a strategy for taxes, social security, and income? What are all the elements you need to go into retirement?   See omnystudio.com/listener for privacy information.

25% of people in a recent study said their plan is to sinmply just save as much as they can and file for social security. Is that enough? See omnystudio.com/listener for privacy information.

Mom told you not to put all your eggs in one basket. It’s true with your financial accounts. But how many holdings do you need? Some say 30, others 200. What’s right for you? See omnystudio.com/listener for privacy information.

This is the time of year to look back and reflect. You should do the same with your retirement plan. Uncover what’s working and what isn’t. See omnystudio.com/listener for privacy information.

How will you be paid in retirement? Most of us will have Social Security and one other source. Can you build more pay checks in retirement? See omnystudio.com/listener for privacy information.

Many of us will enter retirement without the security of a pension. How can you develop that monthly paycheck with a 401(k) or IRA? See omnystudio.com/listener for privacy information.

Target Date Funds are supposed to move to less risk as you get closer to your retirement date. Does the concept work and is it working in this market? See omnystudio.com/listener for privacy information.

When inflation starts to wane, markets go up. Are we seeing any signs? See omnystudio.com/listener for privacy information.

Most of the major indexes are down for the year; so are bonds and many of the tech stocks. Historically when one area is down, there is another that is up. We talk about what’s working, and what’s not.   See omnystudio.com/listener for privacy information.

You structure your retirement money so that when the market goes down you have a buffer of bonds. What are your options if that side of your portfolio is also losing money? See omnystudio.com/listener for privacy information.

Your house, car, and credit cards are all paid off, so you should be set for retirement, right? Not so fast. None of those things provide you INCOME in retirement. Ask yourself, how much will my retirement savings mean to me PER MONTH when I retire? See omnystudio.com/listener for privacy information.

Working with a financial advisor a few years before your retirement date gives you more options to fix past mistakes, income gaps, and to get you on track to achieve your goals.   See omnystudio.com/listener for privacy information.

There are 3.27 trillion dollars invested in these “flawed” 401(k) funds. Are you a part of this group?    See omnystudio.com/listener for privacy information.