Recession Proof Your Retirement Podcast

We have discussed a lot of topics to help investors recession-proof their retirement this past year. So, let's embark on a speed-dating course on what I feel are 4 significant topics we have covered.…

Many people are surprised to learn that 80% of mountain climbing accidents and deaths occur during the descent.  For this reason, it’s a mountaineers second half of their journey that takes on most r…

Including real estate as an asset class in your portfolio adds diversity to your investments, which may reduce your overall market risk. Like any investment, it has it’s pros and cons. We have a spec…

It’s been a long week for everyone as we awaited the results of the 2020 Presidential Election. There are many of you who are overjoyed by the outcome and others who feel deflated.

For months I’ve be…

Of the many challenges that arise from retiring—the number 1 concern is often HEALTH CARE.  Today we have a special guest on the show who will offer some insight about transitioning into a full and v…

When it comes to making the world a better place, investing probably isn’t the first thing that comes to mind. That said, Socially Responsible Investing (SRI) is a strategy that strives to generate b…

It’s been a wild few weeks here in the Pacific Northwest as we’ve been engulfed in flames as wildfires have been blazing a perilous path including through my home state of Oregon--where more than 1 m…

Your financial advisor is one of the most important tools in your retirement toolbelt as he or she may be the professional that has the most impact on your life other than a doctor if you are ill.

I …

A perfect storm has been developing in the life insurance industry that rivals the destruction of hurricane Isaias that recently battered the Carolinas this week.

Just like your home, automobile or b…

I often talk about having a positive investor mindset for a successful retirement. In this episode I’m going to introduce you to the person who helped me to cultivate that mentality at an early age. …

We’re going to talk about raising financially savvy kids and I’ll share some ideas to get them both knowledgeable and excited about investing for their financial future. We'll certainly discuss the P…

Today we’re going to discuss one of my favorite investment strategies for mitigating taxes while in retirement. It can potentially cut your tax burden in ½!  I call this Diversification 2.0. Before w…

In this episode, I’m honored to introduce a very special guest, Adrienne Duffy. Adrienne is an international leadership coach, speaker, and consultant whose influence, knowledge, and unique approach …

Are you the weak link when it comes to your pre and post retirement financial success? In this episode, I'll discuss what it means to have a positive investor mindset and how this approach can help m…

I’m going to take you on an adventure to what was certainly the scariest ride of my life – Bolivia’s Death Road.  This story will lead into one of the biggest risks we all face in retirement-- howeve…

With much of the world being severely affected by the perplexing novel corona virus pandemic, you’re probably like most people feeling a heightened concern for the things that are important to you: t…