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The Economy Threw a Curveball at Retirees in 2022
The economy in 2022 posed difficulties for a lot of people, and retirees have had it even harder. The impact of the Russia-Ukraine conflict, the aftermath of the pandemic on the economy, as well as the increase in inflation and...
Read MoreEp 9: SECURE Act 2.0 – Retirement Changes You Need to Know
Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this legislation means, how it might impact you,...
Read More59.5 Brings Half Birthdays Back into Style!
Turning sixty is an energizing experience. It not only carries with it more knowledge and anticipation for a new time of life, but it also presents vital money choices that can influence your life in retirement. On the off chance...
Read MoreAn Update on the Crypto Industry
In 2022, the crypto industry was shaken by as capital fled the crypto markets as inflation emerged and the economic recession ensued. Shady and even fraudulent activities were uncovered at some of the most established companies. Cryptocurrencies that were once...
Read MoreEp 8: Pulling the Positives from a Negative Economy
It’s not news that the economy has been quite turbulent over the past year and there’s been plenty of negativity to sift through as an investor. We can’t ignore those negative elements but we want to turn that around today...
Read MoreApproaching Income and Net Worth Differently in Retirement
Your daily routine, from tying your tie in the morning to loosening it when you get home, has probably been done for most of your life. When you retire, your daily routine and your financial routine will shift as well....
Read More2 Reasons 2022 Challenged the 60/40 Portfolio Allocation Strategy
The 60/40 allocation strategy is frequently recommended when beginning your investing journey. With 60% of your portfolio in equities and 40% in bonds or other fixed-income investments, this approach has traditionally provided a balanced benefit, with high growth potential from...
Read MoreHow Rising Interest Rates Affect Your Retirement Plan
The economy in 2022 has set multiple records, first with the highest inflation rate in 40 years, and now with the highest federal reserve interest rates since 2008.[1] The US Federal Reserve has raised interest rates six times in 2022,...
Read MoreEp 7: What Exactly is a Trust?
Today we want to spend some time really delving into what a trust is and why someone would choose this over a will. To help us with this topic, we’ve invited Mike Bennett of MCB Estate Planning to the show....
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