The market is historically high, taxes are historically low. Both are unsustainable. There may never be a better opportunity in our lifetime to take advantage of this by moving money into tax-free accounts. 

If you buy insurance for your house, why not buy insurance for your retirement? Mitigating retirement risk is no different than mitigating the risks associated with one's home or car. Steve & Mark noodle on why there is such resistance to the idea. 

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.

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