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Sometimes the smartest move in retirement planning isn’t knowing all the answers. It’s about learning to ask better questions.
Most people think financial planning is about calculators, spreadsheets, and strategies. But that’s only half the story.
Bonds used to be the ‘boring’ part of a portfolio; considered safe, steady, and not very exciting. But with yields at multi-decade highs, a lot of people are asking: is now the time to give bonds a bigger role in your investment strategy?
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.
We’re back with another mailbag edition of the show! This week, we tackle two thoughtful financial planning questions from listeners.
Today is a listener question edition of the show and we’re diving into two relatable retirement planning scenarios that may mirror your own concerns.
This episode, David breaks down 6 of the most common myths floating around about the new “One Big Beautiful Bill Act.”
A new tax bill has officially passed, and while most headlines are focused on politics, we’re focused on what it means for your retirement.
Markets crash. Taxes shift. Congress waffles on Social Security. You can’t control any of that. And stressing over it won’t help. What will? Focusing on the four things that actually move the needle in retirement.
