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Don’t Waste Your Annual Financial Review
Most folks meet with their financial advisor once a year. That meeting is one of the most valuable hours in your financial life if it's done right. Steve talks honestly about what that meeting looks like when it isn't... and what it looks like when it is. Don’t view your [...]
Term, Whole, or Universal Life: Which Is Best For You?
We got a great question from a listener. They wrote in: "What's better — term life insurance, universal life, or whole life?" Straightforward question. Not a straightforward answer, especially if you're in your 50s. Today, Steve walks through all three. The right type of life insurance is the one that [...]
AI & Retirement: The Questions Everyone Is Typing But Nobody Is Answering
AI isn’t just a tech trend; it’s already reshaping how we work, invest, and plan for the future. Questions around job security, investment exposure, and whether AI can- or should- play a role in retirement planning are becoming more common by the day. In this episode, Steve tackles the top [...]
The White House Wants to Give You $1,000 for Retirement
There was some retirement news embedded in President Trump’s State of the Union address. He announced a proposal to give workers without employer-sponsored retirement plans access to a government-administered retirement account... with a federal match of up to $1,000 per year. Here's what we know so far… and what we [...]
Retirement Decisions Aren’t All Black & White
Financial media loves simple answers: always do this or never do that. But real financial planning doesn’t work that way. Most of the biggest decisions people face in retirement live in the gray. Steve breaks down some of the most common “black and white” retirement decisions and shows why they’re [...]
Popular Financial Advice… But Is It Good Advice?
Everywhere you turn, somebody’s got financial advice. The problem is, they’re talking to millions of people at once… but you only get one retirement. In this episode, Steve takes some of the biggest names and loudest voices in the money world and puts their advice through a real‑life filter: Does [...]
