Dec 15, 2020
Many people are surprised to learn that 80% of mountain climbing accidents and deaths occur during the descent. For this reason, it’s a mountaineers second half of their journey that takes on most risk and needs the most amount of planning. In this episode, David shares how retirement parallels the decent of...
Nov 25, 2020
Including real estate as an asset class in your portfolio adds diversity to your investments, which may reduce your overall market risk. Like any investment, it has it’s pros and cons. We have a special guest on the show today who is going to shed some light on navigating the tricky waters of investment real estate...
Nov 12, 2020
It’s been a long week for everyone as we awaited the results of the 2020 Presidential Election. There are many of you who are overjoyed by the outcome and others who feel deflated.
For months I’ve been hearing clients and friends talk about the possible repercussions to the markets due to who ends up in the Oval...
Oct 27, 2020
Of the many challenges that arise from retiring—the number 1 concern is often HEALTH CARE. Today we have a special guest on the show who will offer some insight about transitioning into a full and vibrant retirement-- where your health needs are addressed.
Dr. John Kitzhaber is well known in Oregon and across...
Oct 14, 2020
When it comes to making the world a better place, investing probably isn’t the first thing that comes to mind. That said, Socially Responsible Investing (SRI) is a strategy that strives to generate both ethical change and financial returns for an investor. It isn't all sunshine, rainbows, and solar panels, however it...