Category: Podcasts

Is Diversification Dead?

Is Diversification Dead?

If stocks zig. bonds zag. This means that, if the stock market goes down, bonds go up. It’s common to diversify your portfolio by balancing...
From Cardboard Shoes to Living the American Dream with Ron Stanton

From Cardboard Shoes to Living the American Dream with Ron Stanton

When they pivot into retirement, people ask themselves one question first. Will I be able to pay my bills without working a job? Being able...
Retired CPS Energy, Serving San Antonio Rodeo with Todd Fleming

Retired CPS Energy, Serving San Antonio Rodeo with Todd Fleming

Our education and job system is broken. We force everyone into college to major in any random course of study and graduate after 4 years....
Retired Marine Shares Transition Tips for the Military with Tony White

Retired Marine Shares Transition Tips for the Military with Tony White

“Put your mind to it and work hard.” We’ve all heard similar words since we were children. Because having the right work ethic helps us...
From College Dropout to Business Coach with Tom Cuthbert

From College Dropout to Business Coach with Tom Cuthbert

No one is surprised when someone goes to college, graduates and becomes successful in life. This gives the misleading impression that your circumstances determine your...
Managing the Sequence-of-Returns Risk

Managing the Sequence-of-Returns Risk

Imagine the day you retire. You’ve been working and investing for years leading up to this point. Not just money, but also countless hours went...
Thinking Outside Normal Investments

Thinking Outside Normal Investments

Investing is simple. You acquire assets to profit from their increase in value. Yet, so many people overcomplicate it, and change their strategy whenever they...
10 Money things to look for in 2023

10 Money things to look for in 2023

The holidays are over, and 2023 is already in full swing. This means two things: Even though 2022 is over, it’s still impacting our plans...
How do retirement distributions work?

How do retirement distributions work?

When it comes to retiring, how to invest your money is always in focus. Since there is so much to think about with diversification and...
Are people giving up on traditional health insurance?

Are people giving up on traditional health insurance?

Healthcare may be the most dreaded topic in regards to retirement. Since the traditional healthcare system seems so complicated, most people lose track of how...

Ready to have a real conversation about securing your future?

Schedule a free no-strings-attached phone conversation.