Ep 68: What The Market Taught Us In 2022

Investing

Theodore Roosevelt once said, “The more you know about the past, the better prepared you are for the future.” Every year the market has a way of reminding us of lessons taught in previous years....

podcast

Listen Now

Financial Investment Science: The Key To A Great Retirement

Retirement Income

There is an abundance of noise that surrounds investing; whether it is the noise of pundits who make empty promises about where the market will go or what the next hot sector will be—all this...

resource

View Resource

Understanding Market Downturns

Asset Protection, Behavioral Finance

Nearly everywhere you turn, from friends and colleagues to cable news shows, you can find someone with a strong opinion about the financial markets. People will often use specific terms such as bear market to...

resource

View Resource

Why You Shouldn’t Abandon Bonds

Behavioral Finance, Investing

While swift bond price declines can be upsetting, it’s important to remain focused on the long-term benefits of higher interest rates. Bond total returns have two main components: price return and return from income....

resource

View Resource

Ep 67: How to Evaluate and Improve Your Savings Rate

Investing, Retirement Income

Today we are going to discuss one of the most important areas of financial planning: Your savings rate. Understanding how to evaluate and improve your savings rate is a key to becoming financially independent and...

podcast

Listen Now

Ep 66: Five Strategies to Thrive in a Bear Market

Behavioral Finance, Investing

Rising inflation rates and volatile stock markets are causing many investors to worry about the future of their investments. Today, we are going to talk about bear markets and some strategies you can use to...

podcast

Listen Now

The Four Things You Need to Know About Target Date Funds

Investing, Retirement Income

Target date funds were introduced to provide the convenience of a single fund that automatically adjusted its asset allocation based on investors' target retirement date. Today, more than $1 trillion is invested in these funds,...

resource

View Resource

Ep 65: Cracking The Nest Egg – When Accumulation Becomes Distribution

Behavioral Finance, Retirement Income

Welcome to the Retirement Café! It’s a big transition when you leave the workforce to live off your savings, requiring an attitude adjustment. Today we are going to discuss some of the issues to consider...

podcast

Listen Now

Ep 64: Avoiding Catastrophic Investments

Investing

Today on The Retirement Café, we are going to dive into a simple approach to evaluating investment options that will help you avoid catastrophic results....

podcast

Listen Now

Ep 63: Seven Retirement Expenses You Can’t Afford to Ignore

Behavioral Finance, Retirement Income

Today on The Retirement Café, we are going to talk about seven expenses that can potentially have a massive impact on your retirement and how to properly plan for them....

podcast

I want to learn about...

Ep 68: What The Market Taught Us In 2022

Listen Now

Financial Investment Science: The Key To A Great Retirement

View Resource

Understanding Market Downturns

View Resource

Why You Shouldn’t Abandon Bonds

View Resource

Ep 67: How to Evaluate and Improve Your Savings Rate

Listen Now

Ep 66: Five Strategies to Thrive in a Bear Market

Listen Now

The Four Things You Need to Know About Target Date Funds

View Resource

Ep 65: Cracking The Nest Egg – When Accumulation Becomes Distribution

Listen Now

Ep 64: Avoiding Catastrophic Investments

Listen Now

Ep 63: Seven Retirement Expenses You Can’t Afford to Ignore

Listen Now

Contact Us

Contact Info