All That Glitters – The Pros and Cons of Investing In Gold
Inflation is not only eating its way through our wallets. It’s also having a toll on our psyche and our outlook on the near future....
PODCAST EPISODE 71
The Bank Crisis – Thoughts and Perspectives
The failure of Silicon Valley Bank worries not only their clients, but also every investor in the U.S. On one hand, it’s the biggest bank...
PODCAST EPISODE 70
From Active Doctor to Engaged Retiree with Dr. Ogletree
Working in the health industry is not easy. Most of us only know the perspective of a patient, so complaining about doctors who only talk...
PODCAST EPISODE 68
2023 stock market thoughts
The stock market seems turbulent and unpredictable right now. It’s high volatility is probably not going away soon. While this is discouraging, you are not...
PODCAST EPISODE 67
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...
PODCAST EPISODE 67
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....
PODCAST EPISODE 66
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...
PODCAST EPISODE 65
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...
PODCAST EPISODE 63
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...
PODCAST EPISODE 62
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...
PODCAST EPISODE 61
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...
PODCAST EPISODE 60
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...
Listen on:
Ready to have a real conversation about securing your future?
Schedule a free no-strings-attached phone conversation.