Wealth Coach Podcast

Fixed Income in a Rising Interest Rate Environment

Bond prices and interest rates work like a seesaw – when interest rates move up, bond prices move down. Where do interest rates go from here?

5 Methods to Not Run out of Money in Retirement

Inflation is a hidden tax that effects everyone! Just look at how the cost of a postage stamp has increased over the last few years. It’s important to consistently take the pulse of our investments to make sure money will last throughout retirement.

Common Mistakes to Avoid With Your Retirement Nest Egg

Keep the fox out of your retirement hen house! Planning is important, but if it’s not written down, it’s not a plan. Establishing a Live-Well plan can provide the comfort, confidence and certainty to weather the storms of retirement.

Do You Have a Retirement Road Map?

How we live the rest of our life is determined by the variables that go into our Retirement Roadmap! Like with exercise, we tend to avoid putting in the work it takes to get into and then stay in shape! It is vital to do the work it takes now to have a healthy retirement for our future!

Social Security Maximization

An improper decision about when to begin taking Social Security can potentially cost you thousands of dollars!! There are over 80 different ways for a married couple to claim Social Security benefits. That leaves room for several ways to make a costly mistake.

What Is Your Family Index Number?

We all want to go through retirement with less stress!! Finding out our Family Index Number for retirement needs will help us get through those golden years with comfort, confidence and clarity.

Top Reasons to Update Your Estate Plan

Estate planning is not the most exciting topic for dinner conversation but keeping it up to date is the cornerstone to a successful retirement plan! Our Estate Plans should be reviewed and updated every 2-3 years.

Top 10 Questions to Ask Your Financial Advisor

Be an educated consumer when it comes to trusting someone with your retirement planning! When it comes to choosing a Financial Advisor, make sure they are trustworthy, transparent and accountable.

Long Term Care 101

On average, a couple over the age of 65 will be more likely to need Long Term Care Insurance than be involved in a car accident*!! That’s quite a statistic! But even more staggering is that the average person over age 65 will spend an average of $280,000 dollars on Health Care!

Gifting Strategies

Who likes to pay taxes? Gifting can sometimes be a confusing issue when it comes to all of the rules and regulations associated with it. But asking the right questions can help to determine what options are best to avoid potential costly mistakes.

Strategies to Protect Your Portfolio During a Market Correction

In retirement, rule number one is it’s all about income! And rule number two is don’t forget rule number one! There are several ways to minimize Murphy’s Law when it comes to protecting your portfolio during a market pull back or crash.

Dangers of Saving for College…Instead of Retirement

Take care of yourself first! That’s the advice of every airline in the event of an emergency. The same principle holds true in retirement. It’s a lot easier to borrow money for college than for multiple years of retirement.

Comparing a Fiduciary and a Broker

Can a broker put the clients interests first? What is a fiduciary? If you don’t know the answers to those questions, you’re not alone!

Why Dividends Matter in Retirement

It’s always nice to have a steady income, especially during retirement! Dividend-paying stocks are a great way to fight inflation and enhance fixed income during those all-important golden years.