November 30, 2018

Playing defense in the market

The Patriots know that defense is as important, if not more important, than offense. Steve & Mark demonstrate how playing defense in the market can work for you as well.

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Steve & Mark walk you through the tax consequences of withdrawing money from retirement savings and how taking out small amounts over a period of time can actually cost you more in taxes.

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November 16, 2018

Keep More, Have More

Taxes are complex, never intuitive, and full of traps that siphon off your money, particularly in retirement. Mark and Steve talk about keeping more of your money by reducing taxes. A lot more money, as it happens. Give us a listen, and then give us a call!

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Steve & Mark ponder the question, "Why do people reject investments that are safe and guaranteed?" and Melissa reveals a secret.

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Steve and Mark make some interesting observations about market growth as it relates to one's standard of living in retirement.

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Steve & Mark respond to a viewer complaint and provide a clear analysis of why a buyout offer needs to be carefully evaulated.

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When is the best time to take your Social Security benefit? Steve and Mark share some interesting statistics and discuss why following the herd isn't always the best strategy.

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Of all the financial planning mistakes, not having an estate plan is one of the worst. Learn from Steve & Mark what Aretha Franklin and others should have done.

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Do you know all the rules that apply to your 401k or IRA accounts? Do you think you can automatically withdraw money at age 59 1/2? Steve and Mark point out many of the rules regarding these accounts which leads one to wonder, "Whose money is it?"

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Retirement planning is the flip side of the accumulation coin. It requires re-evaluating your portfolio and all the assumptions you've held for decades. It can be a tough message. Change is hard. Steve discusses the Dunning-Kruger effect whereby people buy into what they want to believe. 

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