Episodes

139. A Bear Market Checklist

139. A Bear Market Checklist

Despite seeing a few positive days to begin the new year, investors are still in the midst of the longest bear market in nearly 15 years and plenty of economic doubt and uncertainty remains in 2023. This sustained bear market has made investors weary and wondering...

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138. The Hustler – Lessons From a Young Warren Buffett

138. The Hustler – Lessons From a Young Warren Buffett

No matter how experienced you are with money, there’s always room to grow and learn. It’s a characteristic you’ll find in the most successful people, including one of the greatest investors of all time, Warren Buffett. Today’s show will focus on the life and career of...

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137. What is a Dividend Yield?

137. What is a Dividend Yield?

The extended downturn in the market has given investors a chance to re-evaluate their portfolio and rethink the strategy that best fits their needs in retirement. Dividend-paying stocks are often a popular choice, especially in times like these, because they can help...

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136. How Often is the Market Down in Consecutive Years?

136. How Often is the Market Down in Consecutive Years?

As we prepare to turn the page to 2023, it’s impossible to ignore the state of the market as we close out a second consecutive year with negative returns. Investor concern seems more elevated than normal, which isn’t a surprise because this situation doesn’t occur...

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135. Owning Individual Bonds vs Owning a Bond Fund

135. Owning Individual Bonds vs Owning a Bond Fund

This past year in the market has been difficult for just about everyone. Even conservative investors, who felt comfortable in bonds or fixed income have seen those returns near 40-year lows. As we look ahead to the new year and work with clients to build out...

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134. Annuities are Continuing Their Record Breaking Year

134. Annuities are Continuing Their Record Breaking Year

Annuities have experienced drastic growth in 2022 as investors look for guaranteed income during a market correction, but should you be allocating money into fixed index annuities or other options? One of the goals of this show is to provide perspective on financial...

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133. 4 Barriers to Break Down for a Successful Retirement

133. 4 Barriers to Break Down for a Successful Retirement

No matter how well you’ve planned, there’s going to be some level of uneasiness for retirees when the economy struggles like it has over the past year. These volatile times motivate people to take the necessary steps to protect their retirement and proper planning can...

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132. Why Fixed Index Annuities are Back

132. Why Fixed Index Annuities are Back

We’ve experienced a lot of market volatility this year and a tremendous rise in interest rates, and people are looking for ways for their dollar to grow to combat inflation. As people explore options for diversifying their portfolio, annuities are becoming a part of...

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130. Mutual Fund Taxation and Capital Gains

130. Mutual Fund Taxation and Capital Gains

As we prepare for the end of the year, there are numerous financial conversations that will happen as part of the Redefining Wealth® planning process and we want to get you thinking about one of those on this episode.  Many people have sold out of investments this...

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129. 2022 – The Year in Review – What Lies Ahead?

129. 2022 – The Year in Review – What Lies Ahead?

Not many people expected 2022 to turn out the way it has from an economic standpoint as inflation, rising interest rates, and market declines have been in the headlines all year. The uneasiness has people asking us to explain how it got to this point and when we’ll...

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