George Perkins joins Steve and Mark for an historical perspective on the financial planning industry. They recap 2018 and provide some insights for where 2019 may be heading.  

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January 3, 2019

Correction or Bear Market?

This program, recorded in December, is a serious discussion of market indicators. For those in the market who may not know of the Buffett Indicator, this is a must-listen-to program.

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Steve and Mark respond point-by-point to a New York Times article on annuities.

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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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