Blogs
Explore Insights and Strategies for Financial Success
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 [...]
4 Ways to Refresh Your Finances Today!
October is known for cooler weather, pumpkins, and Halloween. But did you know it’s also Financial Planning Month? While it might not come with costumes or candy, it’s a perfect reminder to pause, take stock, and be intentional with your money. Steve shares four simple but powerful ways to refresh [...]
How To Handle Big Purchases In Retirement
In this mailbag episode, Steve tackles a listener question from Seth about whether or not to buy an RV in retirement, and how to do it without wrecking his financial plan. Should he drain his IRA and take the tax hit, or take on new debt in his 60s? Steve [...]
What Parents Regret Most About College Costs
For many parents, the dream of sending their kids to college comes with a heavy financial hangover. In this episode, Steve breaks down the surprising new research showing how college costs are derailing retirement goals, and why nearly half of parents say they’d rather talk about drugs and politics than [...]
