foster your financial literacy
Listen, watch, and read our most up-to-date content on retirement, investing, the current market, and more.
foster your financial literacy
Listen, watch, and read our most up-to-date content on retirement, investing, the current market, and more.
Podcasts
What To Do Before You Retire In 2021
When you start researching all the things you should do before retirement, the process seems overwhelming – especially if you don’t have all your ducks in a row!
2021 Stock Market & Economy Outlook
I don’t have the ability to predict the future, but I think it’s a worthwhile exercise to look at the current trends happening in the stock market and the economy that will likely continue into 2021!
5 Types Of Bonds To Own Now
To say that interest rates are low right now is an understatement! This week on The One Minute Retirement Tip Podcast, I’m talking about “5 types of bonds to own now.”
Why Inflation Matters In Retirement
Inflation is problematic anytime, because your dollars don’t go as far as they used to. But when you’re working, wages are usually rising to keep up with inflation. That’s not the case when you’re retired!
Cutting Back On Christmas
Sometimes we just do something because that’s what we’ve always done, without giving it much thought. Christmas can easily become one of those seasons where we buy things and do things because well, that’s what we’ve always done.
How Gratitude Changes Your Outlook On Money
This week on The One Minute Retirement Tip Podcast, I’ll be talking about how gratitude can help you be happy with less, help you become more patient with your money decisions, and help you make financial decisions that are consistent with your values.
Index Card Personal Finance
Back in 2013, University of Chicago social scientist Harold Pollack asserted that you can fit all the financial advice you’ll ever need on a single index card.
2020 Year End Tax Planning Tips
As we approach the end of the year, it’s an important time to do some year-end tax planning to take advantage of opportunities to potentially lower your taxes before the door closes on December 31st.
Investing In An Election Year | Pt. 2
Well here we are – it’s Presidential Election week. Some of you listening may be excited, anxious, or fearful – depending on what you want to happen in the election this week, and what that might mean for you personally.
How To Become A Millionaire
The habits, behaviors, and attitudes of millionaires can teach us something about how to reach and maintain a financially secure retirement.
Youtube Videos
What To Do Before You Retire In 2021
When you start researching all the things you should do before retirement, the process seems overwhelming – especially if you don’t have all your ducks in a row!
2021 Stock Market & Economy Outlook
I don’t have the ability to predict the future, but I think it’s a worthwhile exercise to look at the current trends happening in the stock market and the economy that will likely continue into 2021!
5 Types Of Bonds To Own Now
To say that interest rates are low right now is an understatement! This week on The One Minute Retirement Tip Podcast, I’m talking about “5 types of bonds to own now.”
Why Inflation Matters In Retirement
Inflation is problematic anytime, because your dollars don’t go as far as they used to. But when you’re working, wages are usually rising to keep up with inflation. That’s not the case when you’re retired!
Cutting Back On Christmas
Sometimes we just do something because that’s what we’ve always done, without giving it much thought. Christmas can easily become one of those seasons where we buy things and do things because well, that’s what we’ve always done.
How Gratitude Changes Your Outlook On Money
This week on The One Minute Retirement Tip Podcast, I’ll be talking about how gratitude can help you be happy with less, help you become more patient with your money decisions, and help you make financial decisions that are consistent with your values.
Index Card Personal Finance
Back in 2013, University of Chicago social scientist Harold Pollack asserted that you can fit all the financial advice you’ll ever need on a single index card.
2020 Year End Tax Planning Tips
As we approach the end of the year, it’s an important time to do some year-end tax planning to take advantage of opportunities to potentially lower your taxes before the door closes on December 31st.
Investing In An Election Year | Pt. 2
Well here we are – it’s Presidential Election week. Some of you listening may be excited, anxious, or fearful – depending on what you want to happen in the election this week, and what that might mean for you personally.
How To Become A Millionaire
The habits, behaviors, and attitudes of millionaires can teach us something about how to reach and maintain a financially secure retirement.
Monthly Market Updates
Market & Economic Outlook | October 2020
We officially kicked off a new bull market when stocks rallied sharply in July and August, propelling the S&P 500 Index to new all-time highs. Historically, when a new bull market begins, the S&P 500 Index rises on average 46% over the next 12 months.
Market & Economic Outlook | September 2020
As the U.S. economy continues to reopen, the Atlanta Fed is projecting GDP will grow +29.6% in the third quarter, with further strength expected in the 4th quarter.
Market & Economic Outlook | August 2020
Despite the economy suffering its worst quarterly GDP decline ever, down -9.5%, stocks are knocking on the door of new all-time highs. Many investors are concerned about the run-up in stock prices, but when you consider
Market & Economic Outlook | July 2020
Stocks finished the second quarter up 20% – its best quarter in over two decades! That’s remarkable considering business was brought to a standstill. In just a few months, we have witnessed a bear market, a recession, and subsequent recovery compressed in a short span of time.
Market & Economic Outlook | June 2020
While we think that stocks are still at risk for continued volatility, the economic news should gradually improve from here, and we may be on the precipice of a new bull market!
Market & Economic Outlook | May 2020
Following the fastest bear market on record (down 35% in 23 trading sessions), stocks turned in their best April in 82 years and their best monthly gain since 1987!
Market & Economic Update | April 2020
The coronavirus pandemic caused the fastest bear market ever – down 32% in just four weeks. Sheltering in place and social distancing will bend the curve of the virus, but it will also result in a recession, massive unemployment and economic hardship.
Market & Economic Update | March 2020
What’s going on in the market & economy? We are talking about what’s driving the markets, what’s driving the economy and as a result, what’s driving your portfolio! In the short-run, valuations are stretched, investors have become complacent, and sentiment has gotten overly positive – which could lead to a pullback.
Market & Economic Update | February 2020
What’s going on in the market & economy? We are talking about what’s driving the markets, what’s driving the economy and as a result, what’s driving your portfolio! In the short-run, valuations are stretched, investors have become complacent, and sentiment has gotten overly positive – which could lead to a pullback.
Market & Economic Update | January 2020
What’s going on in the market & economy? We are talking about what’s driving the markets, what’s driving the economy and as a result, what’s driving your portfolio! We are in the midst of possibly the strongest economic cycle in our lifetime!
