On this episode: There are plenty of people in the financial world that are guilty of crying wolf. No matter what is happening, they always preach the same message, which means we have to learn to tune them out. That’s not always easy, however, and people will often make bad financial decisions because they’ve been[...]
On this episode: There are some financial advisors who are just flat-out liars, but that’s actually pretty rare. More often, advisors are guilty of making statements that they’ve been conditioned to say over the years, even if those statements aren’t exactly brimming with truth. Today we’re going to take a little time to talk about[...]
On this episode: Creating a steady income stream in retirement is a goal everyone has because it allows for a steady and reliable life, but how do you achieve that within your financial plan? In this episode, Victor will explain how we approach income planning in retirement and the challenges facing anyone trying to put[...]
On this episode: For some people, now is the time for spring cleaning, which often means diving into a cluttered closet and getting it cleaned out and organized. When you think about your finances, that can often be very similar to that closet that you stuff anything and everything into. In this episode, let’s see[...]
On this episode: Many Americans will use the IRA to save for retirement and build a nest egg that will help fund the next chapter of life. When it comes time to contribute money, should those funds go into a traditional IRA or a Roth? It seems that most people don’t have a clear picture[...]
On this episode: If you’re like most people, you probably have some financial accounts that you don’t give much attention. The statements are just collecting dust in your file cabinet but they might actually be hidden gems that could be put to much better use. On this episode of Retirease Radio, let’s talk about some[...]
On this episode: On this episode of Retirease Radio, we’ll reflect on the extremely turbulent stock market of the past 12 months and analyze some of the common ways people cope with volatility and their different emotional responses. We'll start with the most common reactions, fear and panic, and discuss how they can influence investment[...]
On this episode: Very few things in life last forever. Cars break down, cell phones become out of date, food goes bad, even a good bourbon can spoil if you don’t store it properly. Sadly, many people look at estate planning as a one-time activity (set it and forget it). While your estate plan might[...]
On this episode: People are always studying geniuses and highly intelligent people, trying to get an understanding of what makes them tick. There are specific qualities that you’ll find from some of the brightest and most successful people and learning from them can help level up your investing. So let’s look at some of the[...]
Listen here! Most Americans are getting a failing grade in financial literacy especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand Then, they will go on to discuss the insurance world, and how it can benefit retirees. Finally, they’ll talk about why it’s important to[...]