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.
February 27, 2018
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.
January 30, 2018
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 ha...
January 16, 2018
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!
January 2, 2018
We hear a lot about fake news in the political realm these days, but what about fake news in the financial world?
September 7, 2017
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...
August 21, 2017
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 closel...
August 8, 2017
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?
July 19, 2017
John is joined by Richard Pucciarelli, founder of Carolina Retirement Resources, to discuss the merits of precious metals as part of your portfolio.
June 21, 2017
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 d...
June 6, 2017