Oct 8, 2021

Kiplinger warns that those of us approaching retirement are facing a “perfect storm”:  Low interest rates and high inflation … the combination of which will force us to take on more market risk than we’re comfortable taking.  How do we navigate that perfect storm? Hear Steve discuss his bucket approach and how...

Sep 24, 2021

If you’ve been married for any length of time, you know that disagreements come with the territory.  But some disagreements are more serious than others.  Wall Street Journal’s Anne Tergesen says that’s especially true when it comes to deciding how much risk to take with the family nest egg. Steve explains how his...

Sep 21, 2021

According to Investopedia, if inflation is running at 3% it will eat up 50% of your savings and buying power in just 24 years. We are seeing hyper inflation now more than ever with little signs of slowing down, so what can you do NOW to protect your money if you are currently in or near retirement? 

Hear Steve discuss...

Sep 10, 2021

One of the best things about retiring is that you’ll spend less on things like clothing and commuting.  But The Motley Fool says retirees are often surprised to find that some of their expenses actually increase.  Steve discusses some expenses many retiree's forget and how his bucket approach can help you plan...

Aug 27, 2021

If you had to guess – right now – how long do you think you’re going to live?  According to the annual “Retirement Readiness Survey,” the average American expects to live to the age of 84.  But actuaries say about a third of today’s 65-year-olds are going to live longer than that … to 90, or beyond!  The...