Episodes

110. Why Volatility is the Wrong Measure of Investment Risk

110. Why Volatility is the Wrong Measure of Investment Risk

Do you truly understand the difference between volatility and risk? Modern portfolio theory was trademarked in the 1950s and is often still used today in our industry. This approach is still viable today and highlights understanding portfolio risk and the proper way...

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109. Shock Test Your Retirement Plan

109. Shock Test Your Retirement Plan

Now more than ever, people are realizing the importance of a long-term financial plan. Things can threaten your plan seemingly out of nowhere. A year ago, inflation was hardly a topic of concern, but looking at today’s market has a lot of us worried about the future....

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107. How to Find An Unbiased Independent Advisor

107. How to Find An Unbiased Independent Advisor

With 2022 starting out with a lot of volatility, a lot of people are rethinking their portfolio approach. Maybe you are ready for a new advisor or perhaps you are reaching out to a professional for the first time. In any case, how do we go about finding unbiased and...

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106. Income Planning and Personalized Retirement Strategies

106. Income Planning and Personalized Retirement Strategies

One of the most important components of everyone’s retirement plan is their personalized income plan. So, on today’s episode, we are going to break down the advice of two experts in the financial industry: Wade Fouad and Michael Kitces. Determining how to efficiently...

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105. Why is the Market Going Down?

105. Why is the Market Going Down?

While the data shows a healthy economy (job growth, consumer spending, and business investments are all up) the market is still on a downward trajectory. So, what is causing this decline? Is it Russia’s fault, inflation’s fault, the Fed’s fault, or some other factor?...

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103. Does Your Retirement Have a Proper Income Plan?

103. Does Your Retirement Have a Proper Income Plan?

We spend so many years of our lives working to save and accumulate assets to create financial independence for ourselves, but most people don't realize you must plan on how you will spend during retirement.  Transitioning from accumulation to the preservation and...

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102. The Yield Curve Just Inverted…Now What?

102. The Yield Curve Just Inverted…Now What?

With rising inflation and now an inverted yield curve, are we headed towards a recession? The interest rate paid on our short-term debt has exceeded the interest paid on our long-term debt of the same quality. So, what does this mean for investors? On today’s episode...

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101. What is Inflation and What Causes It?

101. What is Inflation and What Causes It?

Prices have been steadily climbing for some time now. What is driving this unprecedented increase in inflation and how can you insulate your financial future from these black swan events? Many retirees are aware of risk and volatility within the market, but inflation...

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100. 2023 Tax Proposal and The Looming Financial Crisis

100. 2023 Tax Proposal and The Looming Financial Crisis

Could Joe Biden’s new tax proposal impact you and your retirement plan? On today’s episode, we’re breaking down Joe Biden’s proposal of a 20% billionaire tax, the looming financial crisis, and what you can do to protect yourself and your future against rising taxes....

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99. The Importance of an Estate Plan, Part 2

99. The Importance of an Estate Plan, Part 2

Anywhere from 50% to 60% of Americans don’t have a will. Does this surprise you? However, more and more people are becoming more aware of the 6th pillar of the Redefining Wealth Process, estate planning. On today’s episode, we are continuing our conversation on estate...

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