An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make w
Emerging Markets are the world’s primary drivers of global growth (and wealth accumulation). Just ov
Why are most people planning for the wrong things in retirement? What should they be planning for th
Today, I'm talking about navigating the risks of concentrated investments. Specifically, Peter Lazar
Today, I'm sharing how retirement investors can take action in this final episode of our Small Cap V
Today, I’m diving into part two of our Small Cap Value investing series. Specifically, I’m addressin
Today I’m kicking off a two-part series on Small Cap Value investing. Specifically, I’m addressing t
Today, I'm sharing key takeaways from three of the BEST retirement articles I read this month. 1️⃣ T
Today, I’m sharing FIVE surprising statistics about the economy, markets, and retirement. For exampl
Are you ready to get answers to some BIG retirement questions? Questions such as: ➤ What role does t
Required Minimum Distributions (RMDs) begin at age 73 for most retirement savers. These forced withd
In the final episode of this series, I'm answering the BEST listener questions I've received about d
In today's episode, I'm sharing everything you need to know about stock buybacks. Specifically, I'm
Today I'm continuing our multi-part series on Dividend Investing. Specifically, in part two, I’m sha
Today I'm kicking off a multi-part series on Dividend Investing. While dividends are a normal occurr
Today I'm sharing a story about a couple who lost $2 million to an investment scam. I'm also sharing
There is no shortage of questions when it comes to navigating and planning for retirement. ➤ How muc
Inflation hit a 40-year high of 9.1% in June 2022. Today, inflation is hovering around 3%. If inflat
Want an easy way to learn how the "Roth 5-Year Rule" affects your unique situation? Subscribe to th
Today I'm talking through four (rarely-discussed) retirement planning misconceptions. In fact, some
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