Thank you for all the questions and comments after segment one of Can Carl Retire?: Step 1, Dream Up Your Ideal Retirement. I'm answering each one personally and encourage you to keep them coming. Together we can work together to jumpstart our retirement plans in 2015. Here are a few of the questions that came in this week.
Read MoreAre you ready to dream up your IDEAL retirement? This is week one of the "Can Carl Retire?" virtual retirement planning event. If you signed up for the free resources, you should have gotten an e-mail with all the items you need to complete this first important step. Haven't signed up yet??? No worries, there's still time. Click here and learn how you can plan along with us.
Read MoreIt's New Year's Eve and I've got two important items to help you create a great year in 2015. So let's get to it.
Read MoreOne of the most common comments I get from readers is how hard it is to get straight answers to their most important retirement planning questions. "When can I retire?" "What lifestyle can I expect?" "Will I run out of money?" What am I missing???"
Read More"Why won't someone give me a straight answer?" This is the comment I get most from listeners trying to find answers to their most pressing retirement planning questions. In 2015, I'm stepping up my game to help you find your answers so you can work towards your ideal retirement.
Read MoreStop watching the market and comparing your investment performance to some benchmark. Everyone does it (even most advisors) but does it really help you create a great life??? Of course it doesn't. So stop. Stop worrying about "keeping up with the market" and get down to the important work of creating a great life.
Read MoreYeah, there are lots of articles this time of year talking about year-end tasks to complete, but mine are Super Simple ones. Okay...maybe it's just my way of trying to sound different. Still, these ARE 7 relatively simple tasks that could make a big difference in your financial life (so indulge me).
Read MoreToday someone said to me, "There's no way I can save enough to retire. How should I manage my finances to so I can live well today and still plan for tomorrow?" Awesome question!!!
Read MoreYou'd think that with all the great information and tools available today that making smart money choices would be easy. The fact is, it's harder than ever before. We live in a world designed to get us to "buy now" or "avoid that." These messages are designed by savvy marketers to get us to take action when most of the time doing nothing is the best course to take.
Read MoreI 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.
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