Blogs
Explore Insights and Strategies for Financial Success
Retirement Health Care Costs Just Jumped Again (2025 Update)
Fidelity just released their 2025 Retiree Health Care Cost Estimate, and the number is staggering: $172,500 for a 65-year-old retiring today. The bigger problem? One in five Americans haven’t even thought about health care costs in retirement. Steve breaks down what this means, why it matters, and how to prepare [...]
The Financial Power of Thankfulness
Thanksgiving gives us the perfect excuse to pause and appreciate what’s going right, financially and otherwise. Gratitude doesn’t just lift your mood; it has a real impact on how you save, spend, and plan for the future. When we slow down long enough to acknowledge what we have, it becomes [...]
Do Your Feelings Belong in Your Financial Plan?
Most people think financial planning is about calculators, spreadsheets, and strategies, but that’s only half the story. The way you feel about money can influence your decisions just as much as the numbers do. Steve explores how emotions shape retirement choices, investment preferences, debt decisions, and even legacy goals. Numbers [...]
Where Should You Invest $1 Million?
What would you do if a client came in with $1 million in cash to invest? That was the question put to three financial advisors in a recent article. Today, Steve is reacting to their takes and adding some important layers that the article missed. It’s interesting to hear what [...]
Is Now the Time to Invest More in Bonds?
Bonds used to be the “boring” part of a portfolio- safe, steady, and not very exciting. But with yields at multi-decade highs, many investors are asking: is now the time to give bonds a bigger role in your strategy? In this episode, Steve explains how to evaluate bond opportunities in [...]
What To Know About The “First Year Rule” Of Retirement
Well, you’re retired. Now what? Some people subscribe to the “first year rule,” which says that the majority of your best retirement months will all take place in the first year of retirement. So how can you be strategic during that first year and set the tone in the right [...]
