Steve & Mark clarify some misconceptions around financial planning and present an interesting case study.

Listen to Steve and Mark for the answer!

Steve & Mark give us a short course in macroeconomics and explain why a little inflation is a good thing.

Steve & Mark discuss the options available to maintain your retirement income in this low-interest-rate environment.

August 17, 2020

Mail Bag Day

Steve and Mark answer listener questions about when and how best to retire. 

Steve, Mark & Jen relive some of their favorite Seinfeld episodes before Mark discusses an interesting case of a woman retiring early due to the coronavirus. A carefully created and fully vetted plan will make her future financially secure.

Steve continues with the analogy of getting off the tracks and onto the train. Playing the market with money needed to live on leads to stress and strain. Those reporting happiness in retirement are people with a steady income stream.

Steve strikes a cautionary note and lists several warning signs worth considering when planning for the future. Americans want to get back to normal, but the worst may be yet to come. This episode is truly worth the time to listen.

Mark is off fishing so Steve & Jen are holding down the fort. Sparked by a few questions from listeners, Steve expands on  Warren Buffet's Rule #1 & Rule #2.  

In the era of the coronavirus, when people are feeling less in control of their lives, Steve and Mark provide some food-for-thought for taking more control of one's investments. 

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