In this week's podcast, Tom, Brendan and Casey discuss why a move in retirement is not a silver bullet that fixes high cost of living. What lifestyle your investments have to support is THE BIGGEST factor in the retirement equation. Moving in retirement is about more...
In this week's podcast, Tom, Brendan and Casey discuss the highest inflation reading in over 30 years. The guys share their thoughts on how to best handle inflation from an investing and financial planning standpoint. Nobody likes to pay more for everyday items. Tune...
In this week's podcast, Casey breakdowns three of the most popular misconceptions we hear about what inflation means for your investments. He highlights how stocks are the best inflation hedge we have. As well as touching on two common alternatives we often hear...
In this week's podcast, Brendan and Casey discuss the 5.9% cost of living adjustment (COLA) to Social Security checks starting in 2022. They breakdown how the COLA is calculated, how these adjustment are built into financial plans and so much more. Social Security is...
In this week's podcast, Tom, Brendan and Casey wrap up their discussion on whether or not target date funds are "good" investments for 401(k) investors. A recent Wall Street Journal article recommended recreating target date funds on your own. The guys breakdown why...
In this week's podcast the guys weigh in on whether or not target date funds are "good" investments for 401(k) investors. They get into what target date funds get right, what they get wrong and why understanding a 401(k) plan's default options are so important. Is...
In this week's podcast, Tom and Casey talk investing history and take a look back through the last four decades at the largest companies in the S&P 500. From the oil dominated Top 10 of the 1980's to the Tech heavy Top 10 of today. If there is one constant in...
In this week's podcast episode, the guys discuss why tax planning should be thought about in terms of lifetime tax, instead of year to year tax. Tax planning is so much more than focusing on reducing your tax bill as much as possible on a yearly basis. They get into...
In this week's podcast episode, the guys discuss making investing decisions and why following the latest and greatest trends might not be the best strategy. They cover everything from historical market context over the last twenty years, to how to construct a...
Investors underperform the funds they own by an average of 1.7%, according to a recent Morningstar study. In this week's podcast episode, Brendan, Tom, and Casey breakdown how/why this happens. They get into the perils of market timing, trying to override human...
