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Recession Proof Your Retirement Podcast

Apr 30, 2020

I’m going to take you on an adventure to what was certainly the scariest ride of my life – Bolivia’s Death Road.  This story will lead into one of the biggest risks we all face in retirement-- however few investors have been informed about it.  I call it Sequence of Returns Risk.  Fasten your seatbelt and hold on...

Apr 15, 2020

In this episode we'll to dive into an investing strategy that often falls into the “taboo” category; Annuities! Some of you may just have cringed at that word.  We'll look at why this financial strategy has historically been associated with disapproval. By the end of this episode, I’m confident I will shift the...

Apr 3, 2020

Today we’ll dive into tax strategies that could benefit you and I’m not talking about an off-shore account in Grand Cayman. We’ll discuss a few LEGAL, but not well-known investment concepts such as Back-Door Roth IRAs and Tax-Loss Harvesting. Your tax advisor will be impressed with your knowledge!