Blogs
Explore Insights and Strategies for Financial Success
The Gas Station Sushi Equivalent Of Retirement Planning
We all know there are things in life you probably shouldn’t trust, like gas station sushi or an email from a Nigerian prince. But what about when it comes to retirement planning? Sometimes what looks safe, easy, or even “guaranteed” isn’t so trustworthy when you peel back the layers. In [...]
You’re Not Ready to Retire If This Is All You’ve Done
You’ve spent decades building your investment accounts, monitoring the markets, and contributing to your 401(k). That’s great. But here’s the truth: you’re not ready to retire if that’s all you’ve done. Retirement planning isn’t just about your portfolio; it’s about so much more. In today’s episode, Steve explains why focusing [...]
Inflation Is Still Wrecking Retirement Confidence
Inflation may not be in the headlines like it was in 2022, but for most Americans, it’s still public enemy number one when it comes to saving for retirement. A new Schwab survey reveals just how many people feel unprepared, and the ripple effect it has on retirement confidence. In [...]
5 Signs You’re Richer Than You Think
Most people don’t feel wealthy. But what if your day-to-day habits are quietly building serious financial strength? A recent article from Kiplinger outlined five surprising signs that you might be richer than you think. And none of them involve yachts or private jets… Let’s analyze the habits that signal real, [...]
The Beatles Retirement: All You Need Is A Plan
It’s been 60 years since Beatlemania took America by storm. But beyond the screaming crowds and legendary performances, some of their lyrics still carry timeless wisdom, even when it comes to your financial life. In this episode, Steve takes us on a magical mystery tour through classic Beatles songs to [...]
Retirement Planning Pop Quiz: Can You Score 5/5?
The kids may be heading back to class, but it’s also a great time for adults to brush up on retirement planning. In this episode, Steve walks through some key concepts that can make or break your retirement readiness. Test your knowledge with this quick financial pop quiz- five essential [...]
