Start Here

Category: Advisors

Do You Really Need a Financial Advisor?

When contemplating whether to engage a financial advisor, there’s a plethora of factors to consider. This decision can have a significant impact on your financial...
Read More

“Mailbox Money? You mean an Annuity?? Call it like it is!!!”

Retirement can often feel like a complex maze, filled with options and terminologies that seem to baffle even the most financially savvy individuals. One concept...
Read More
Elon Musk Backs Down From Bold Statement, Can San Francisco be Saved by Blue Jeans Heir, and Why Nobody Knows Where to Invest in 2025

Elon Musk Backs Down From Bold Statement, Can San Francisco be Saved by Blue Jeans Heir, and Why Nobody Knows Where to Invest in 2025

The Retirement for Life podcast delves into pressing financial concerns and current events that could impact investments and retirement plans, particularly looking into 2025 predictions....
Read More
Predictions of 2025

2025 Predictions

Retirement planning is critical for ensuring a comfortable and secure future, and understanding market predictions is a vital aspect of that process. In our latest...
Read More
Stop Contributing To Your 401k

Stop Contributing To Your 401k

In Episode 25 of our podcast, we tackle pressing issues in retirement planning, focusing on the potential tax pitfalls of 401k accounts and the broader...
Read More

When Your Retirement Plan Falls Short

In this episode of “Retirement for Life,” we dive deep into the multifaceted world of retirement planning, weaving together real-life stories, financial strategies, and even...
Read More

One Mistake a Retiree Made That Cost Him $100,000

Investors are often driven by emotions, and numerous studies highlight how our human nature can lead to poor investment decisions and pitfalls. Behavioral finance research...
Read More

Roth IRA Conversions – The New Normal for Today’s Financial Planning

How Roth IRA’s have taken center stage in wealth creation for middle to upper class Americans and why the financial industry largely ignores the most...
Read More