Laura Stover, RFC® discusses the concept of time segmentation and its application in allocating retirement savings for a stable income during retirement. Time segmentation involves matching investments with the point in time when they will be needed to meet...
On today’s show with Laura Stover, RFC®, and Michael Wallin, CFP®, we discuss this week’s featured article from the weekend brief: "Investment Trade Offs: Why You Should Know Your Return on the Hassle Spectrum." It's a critical consideration for investors, especially...
Laura Stover, RFC® and Michael Wallin, CFP® discuss the most important financial goal in retirement, which may not be what most people think. This week’s weekend brief is from Moshe Milevsky, a respected finance professor, who emphasizes the importance of reducing...
Laura Stover, RFC® and Michael Wallin, CFP® discuss the Baby Boomer Dilemma documentary and its implications for pre-retirees and retirees. The film talks about many topics we routinely cover on the show- the growing national debt crisis, the potential for higher tax...
Once you make the decision to take the next step toward ensuring a solid financial future, the next is who you should work with. There are all types of financial professionals that provide a variety of services, and one that we get asked about is the registered...
The start of 2023 brought us another round of retirement changes with SECURE Act 2.0 officially taking effect and there are a number of important provisions that retirees need to be aware of. In this episode, Laura Stover, RFC® and Michael Wallin, CFP® will take you...
The COVID pandemic has changed so much of our perspective on life but will it help drive people to pay more attention to the need for long-term care? At the onset of the pandemic in 2020, the last place you’d want to be is trapped in a nursing home, which is why we...
Most people enjoy being in control of their life and it’s hard to let go when it comes to money. That’s why it’s not a surprise that the do-it-yourself approach has cropped up everywhere over the past decade, but is DIY investing a successful strategy? We’re going to...
Most people don’t understand the connective tissue that exists between government spending and how that impacts us all because it’s our responsibility to pay that money back. David Walker, the seventh Comptroller of the United States, is one of the handful of...
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....
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...
We discuss many different money management tools on our show but having a defined process is perhaps the most important thing investors need to consider when constructing their plan. Having a process allows you and your assets to perform at peak capacity. Customized...
