facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Enjoy our monthly newsletter


"Retirement Planning Insights," provides helpful and practical retirement planning tips and info

View 2020 Editions

Topics discussed in 2020:

  • The SECURE Act
  • Annuities explained
  • How advisers can add value
  • The 3 stages of retirement
  • Tax returns
  • Social Security's future
  • COVID-19 update
  • The CARES Act
  • Estate planning overview
  • Retirement planning podcasts
  • After-tax vs Roth 401(k)'s
  • COVID-19 and Social Security
  • Health insurance before Medicare
  • Social Security widow(er) underpayments
  • Widow(er) tax penalty
  • Preparing for an (unexpected) early retirement
  • Mutual funds vs ETFs
  • Asset-based fee models are lazy and flawed
  • How advisors are paid

View 2019 Editions

Topics discussed in 2019:

  • Medicare open enrollment
  • Roth conversions
  • 403(b) investigations
  • Social Security spousal benefits
  • RMD changes
  • 401(k) and 403(b) rollovers
  • The SECURE Act