I hope you all had an enjoyable Thanksgiving with your loved ones. Christmas giving has always been hard for me. Don't get me wrong, I love to give gifts. I think it's the pressure of Christmas giving nowadays. It has become a simple exchange of goods; a transaction forced upon us by the constant avalanche of Christmas as consumerism advertising.
Read MoreIt seems each year people (including advisors) forget to take Required Minimum Distributions. That's bad. If you are required and forget, the IRS penalty is HUGE. By HUGE, I mean 50% of the amount you should have taken out. Ouch.
Read MoreWorking towards retirement can feel like rafting a river full of dangerous rapids. This week I discuss how to "self rescue" if the rapids of life put you into the water.
Read MoreThis Tuesday the folks at Money Tips will be hosting a Twitter Jam to discuss retirement and answer your questions. This should be a blast so bring your retirement saving, planning and investment questions.
Read MoreMany of us tell ourselves lies or believe "trues" that can be dangerous to our financial future. In this episode, I'll discuss 7 lies we tell ourselves about investing and how to avoid them.
Read MoreI'm convinced that the most stressful part of planning for and living in retirement is that we don't know how to balance living well today while not sacrificing tomorrow. As a result, most of us live out of balance. In this episode, I talk about my #1 retirement planning tool to help find a delicate balance.
Read MorePrepare to learn from these very frightening retirement planning stories.
Read MoreToo many of us live in a prison within our mind. We are trapped by our past choices, not realizing that today, right now, we can start a new journey. If you feel stuck, you can create a new life. You can ignite your soul and live your own hero's journey.
Read MoreYou don't like to lose money. Nobody does. That's one reason it is so hard to stick to a long-term investment plan when we feel like we're getting punched in the face by the markets. In this episode, I discuss 7 steps to help you fight through a normal market correction.
Read MoreJust as there are benefits to a forest fire, a market correction is an essential element of a strong economy and market.
Read More If you’re in your 40s or 50s you’ve probably started to wonder when you can retire and what your retirement lifestyle might look like. You’re ready to be free from the set schedule of work and have more control over how you send your days. You’re ready to spend more time with your family and travel more. Maybe you’ve even played around with online calculators to see what your retirement might look like.
If your family is considering retiring to a different state, there are some important planning items to consider. To help you, I've added a new worksheet to the Retirement Answer Library titled Retiring to a Different State.
Read MoreThis week I talk with health insurance guru, Misty Kimbrough, about your healthcare options before age 65.
Read More"How do I choose long term care insurance?" is question many baby boomers are wondering as they near retirement. This week, I've added a worksheet to the Retirement Answer Library to give you the basics. You can access it here.
Read MoreNot living a healthier life can be costly as you age. USA Today recently reported that the top retirement concern for people over age 50 is healthcare costs. In fact growing older and being unhealthy can be financially disastrous. It just makes sense, to take a proactive approach to investing in your health.
Read MoreAnswer this brief (10 question) reader survey so I can answer YOUR questions and help you deal with retirement issues that matter to YOU.
Read MoreWhat will be the next crisis to shock the markets? Syria? ISIL? Terrorist attack? Inflation? HYPER inflation???? How are you supposed to invest wisely for retirement with the world in such a mess?
Read MoreMost of us are in careers that we were trained to do. Not careers that centered on our talents. After college, we start work and our careers generally progress on their own without much intentional direction from us. If you're in your 50s and this fits you, it's not too late to begin to pivot your career towards something you have natural talents for. In this episode, Career Pivot's Marc Miller outlines how to start your pivot.
Read MoreWouldn't it be great to learn about retirement from those that have retired successfully? Here's your chance. Today at FinCon, the National Conference for Money Media, moneytips.com is releasing the book, The Retiree Next Door. The best part is you can get it for free.
Read MoreIn my 23 years of marriage, there were times my wife and I drifted apart. It's easy to do. Work, kids, hobbies, etc. just make life hectic at times. We eventually learned to be intentional about nurturing our marriage. Jackie Bledsoe has had the same experience. In this episode, we discuss how to best invest in your marriage.
Read More
![#40 How to Ride the Rapids Towards Retirement [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535033132307-FVHLZDB5WW28H6GWVIMG/2.+Podcast+logo.png)
![#38 My #1 Retirement Planning Tool to Help People Find Balance [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535034114326-OVGK1IJQJPE0BUCVZZ9Z/2.+Podcast+logo.png)
![#37 Kary Oberbrunner Wants You to Ignite Your Soul [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535034203680-C3PQELQLDMKXFMAMVKSE/2.+Podcast+logo.png)
![#36 7 Steps to Help Fight Through a Market Correction [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535034240696-YOSXZZT4I8BKRTM82UWY/2.+Podcast+logo.png)
![#35 4 Benefits of Forest Fires and Market Corrections [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535034305884-VL1RFRKGWDO0UP35Q7NH/2.+Podcast+logo.png)
![Retiring to a Different State [Worksheet]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535034430917-F7BC2AEO1T95L5XG7HW3/2.+Podcast+logo.png)
![#34 Healthcare Options Before Age 65 [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535034468788-CFPR1KW4MSR62HD04E4E/2.+Podcast+logo.png)
![How Do I Choose Long Term Care Insurance? [Worksheet]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535034514778-AJ50F7IXZRRDJMCT1UAE/2.+Podcast+logo.png)
![#33 5 Steps to a Healthier Life [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535034550121-CJSXUQSO4J11YK7H31HG/2.+Podcast+logo.png)
![Can You Help a Guy Out??? [Annual Reader Survey]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535034587530-01P4RROPYHVHQH8SUF88/2.+Podcast+logo.png)
![#31 What You Can Learn From the Retiree Next Door [podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535035016376-QI5K24N6SK6DHIN1IKA5/2.+Podcast+logo.png)
![#30 How to Invest in Your Marriage with Jackie Bledsoe [podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535035049923-JHP9MV6RTUJCMM4BXLDN/2.+Podcast+logo.png)