Red Zone Retirement Planning

Navigating the primary season and election cycles can be perplexing for many investors. On my show, we analyzed the virtue of investing 'dry powder' during market dips instead of attempting to time the market. And for those seeking a beacon through the fog of uncertainty, the enduring advice is to find a trusted financial advisor. It's not about outsmarting the market; it's about c...

Reflections from the book of Luke can offer profound insights into our daily lives. Today, I explored the Lord's Prayer and its emphasis on the fatherly nature of God. It's fascinating how this spiritual wisdom mirrors our earthly responsibilities. As a dad, I see firsthand how my children look to me for guidance—just as we look to our heavenly father. It's a powerful reminder of the v...

Did you know that your income in retirement could trigger surcharges on your Medicare premiums? In my recent podcast with experts Dan McGrath and Mark Annese, we explored the concept of IRMAA and its profound impact on retirement planning. IRMAA, or Income Related Monthly Adjustment Amount, is not just a set of letters but a crucial factor that could reshape your golden years. Understanding this c...

"It's never too late to start, but oh, how I wish I'd begun earlier!" The wisdom of hindsight in financial planning is a common lament I hear. In my latest podcast episode, I stress the value of sharing your financial journey with the younger crowd. Your experience can be their roadmap to avoid the potholes of poor money management. Let's help the next generation build their...

Ever wondered what your net worth really says about your financial health? Just wrapped up my annual financial review with Katie and it's eye-opening to see how assets and liabilities paint a full picture. Did you know there's a way to calculate your average net worth based on your age and income? Let's just say, it's crucial to keep track of where you stand to ensure you're on...

Ever pondered what anchors your happiness? In my latest podcast episode, I dive deep into what brings true fulfillment. Spoiler: It's not about chasing societal norms. I'm talking about the big 'Fs' that matter to me - faith, family, fitness, finances, friends, fun, and fellowship. Let's explore together how to align life's compass with what genuinely brings us joy.  What y...

Ever wondered about the cornerstones of financial mastery? As a CFP and author, I've spent over a decade immersed in the finance world, ensuring that my own family's future, including my three boys (and one more on the way!), is secure. What I've learned isn't just theory; it's life-tested principles that have shaped my approach to wealth generation and management. Stay tuned t...

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