The market is jittery. Inflation is here. You can't go the distance for a safe retirement if there's a leak in your plan. Steve & Mark can help.

A listener question leads to an interesting discussion about how to maximize one's retirement investing. For those just entering the workforce, this is a MUST-LISTEN-TO recording.

February 26, 2022

Mail Bag Day

After a little football talk, Steve and Mark get into an interesting and very important discussion on the latest financial market craze, cryptocurrency. Listen to their thoughts on where it fits within one's retirement portfolio, if at all!

The mantra use to be "Spend the Interest, Never the Principle". In today's low-interest environment that is impossible without assets numbering ten+ millions of dollars. Hear what Steve & Mark have to say about the best way to ensure a lifetime of income.

This is a MUST listen-to episode.  Steve provides a dramatic real-life example of how early, proper retirement planning can provide more income and security than anyone thought possible. Too good to be true? Steve & Mark, with decades of experience in the field, explain why it isn't.

January 24, 2022

The Baby Boomer Dilemma

Steve discusses the film, The Baby Boomer Dilemma, and offers a gift card for a free viewing. He outlines the many perils facing the baby-boom generation that may be heightened in 2022 by rising interest rates and an over-heated market. 

In the first show of the 2022, Steve and Mark talk about the importance of the client/planner relationship. While the money client's invest is their own, financial planners can be valuable sounding boards to avoid financial mistakes. 

Load more

Podbean App

Play this podcast on Podbean App