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3Episodes
Category: Business:Investing

Financial and retirement guidance from John Stillman, founder of Rosewood Wealth Management

May 15, 2018

7 Tips for Traveling

Kristin Staley joins us to share tips for making travel more efficient and pleasant. Take note of these seven tips the next time you travel and you'll make the whole experience better!

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May 1, 2018

4 Misconceptions of Aging & Healthcare

Until you've actually experienced something for yourself, it's hard to know what to expect. And getting older is no different.

Matt Ayotte and Alan Millikan, founders of Aegis Home Care, came by the studio to talk about four common misconceptions they see when it comes to the average person's understanding of the challenges of aging and healthcare planning.

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February 27, 2018

4 Rules for 401k Rollovers

First, try to say this episode title three times fast. Next, take a listen and learn what you need to know about rolling over your 401k.

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January 30, 2018

Roth Conversions

Is a Roth conversion a logical move for you to make or not? John breaks down the pros and cons of converting money to Roth in various situations.

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January 16, 2018

RMDs: The Basics

Most people are aware that they're required to start withdrawing money from their retirement accounts at some point. Some people even know that the magic age for this is 70 1/2. But very few people have appropriately factored this into their retirement income plan.

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January 2, 2018

8 Travel Mistakes Retirees Should Avoid

For most retirees, travel is a big part of life. John is joined by travel consultant Kristin Staley to go over the eight common travel mistakes you should avoid!

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September 7, 2017

Fake News!

We hear a lot about fake news in the political realm these days, but what about fake news in the financial world?

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August 21, 2017

Dangerous Minds

Complacency, Overconfidence, Fear, Cynicism, and Despair. How do these five dangerous mindsets manifest themselves in the financial planning process and how can you be sure you're not harboring any of these in your own head?

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August 8, 2017

Mirror, Mirror on the Wall…

Have you ever noticed that you look completely different in the bedroom mirror than you do in the bathroom mirror? In the same way, your portfolio can look completely different depending on how closely you look at certain things...

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July 19, 2017

7 Deadly Sins & Retirement Planning

Pride, Envy, Wrath, Sloth, Greed, Gluttony, and Lust. How do these seven deadly sins manifest themselves in your retirement planning, and how can you be sure you're not guilty?

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June 21, 2017

Silver and Gold, Silver and Gold, Everyone Wishes for Silver and Gold…

John is joined by Richard Pucciarelli, founder of Carolina Retirement Resources, to discuss the merits of precious metals as part of your portfolio.

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June 6, 2017

Another Dot Com Crash?

A staggering percentage of this year's growth in the S&P 500 can be attributed to just a handful of companies--Facebook, Google, Apple, Amazon, and Microsoft. Is this a sign of another impending dot com crash? Brian Evans, founder of Madrona Financial Services, joins John to discuss.

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May 24, 2017

Realistic Expectations

How realistic are your expectations when it comes to making plans for your retirement?

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April 28, 2017

The Folly of the Risk Tolerance Discussion

John explains why the "risk tolerance" discussion about your investments is often a flawed conversation from the very beginning.

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April 14, 2017

Mission Statements

What can we learn from the mission statements of some well-known companies and organizations and how can we apply that to our retirement planning?

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March 29, 2017

Low Hanging Fruit

Sometimes the idea of constructing a complete retirement plan can be overwhelming to people. John Stillman discusses a few easy places to start that can be quick and painless, but they pay big dividends down the road.

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March 15, 2017

Retirement Regrets

What are the biggest financial regrets that people have once they get to retirement age? Learn from the mistakes of others and avoid these regrets yourself.

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March 1, 2017

Keeping it in Context

John Stillman discusses the importance of knowing the purpose of each of your invested dollars and keeping that purpose in mind when you're evaluating your accounts.

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February 14, 2017

Retirement Planning for Women

Jeannette Bajalia, founder of Woman's Worth, joins John to talk about the specific challenges that women face when it comes to financial and retirement planning.

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February 1, 2017

More Than Just Investing

Jim Dischert, founder of 360 Financial Group in Chicago, joins John to talk about the many different facets of retirement planning.

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