Episodios

  • The Delicate Dance

    The Delicate Dance
    Nov 2 2020
    Chris explains the tools he uses in his office to analyze the potential pitfalls and compare an individual's risk tolerance with their actual holdings. He looks at the economy and talks about where the long-lasting damage may lie and reassures that there is an underlying opportunity in the market lows. In addition, he warns about preparing for changes in RMD's and Medicare in 2020 with the upcoming election.
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    36 m
  • Financial Landscape During Covid-19

    Financial Landscape During Covid-19
    Nov 2 2020
    Assessing the changes in market behavior during the pandemic. "Bomb shelter planning" what happens when fear, panic, and uncertainty drives the market. What retirees can do to make sure they can insulate their portfolio for the "long term game" - fill your financial plan with shelf-stable products.
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    38 m
  • Discipline Always, Politics Never

    Discipline Always, Politics Never
    Nov 2 2020
    In this episode, Learn how to evaluate and gauge political fears during retirement as Chris and Frank discuss the mathematical merits of using low-risk investment mechanisms to grow wealth at a slow and steady pace.
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    38 m
  • We're Gonna Need A Bigger Boat

    We're Gonna Need A Bigger Boat
    Nov 2 2020
    Head into 2020 with advice you can use to guard and grow your nest egg. This week, Frank and Chris cover new legislation you should know about, with tips on how you can use it to your advantage.
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    38 m
  • Uprooting Retirement Unknowns

    Uprooting Retirement Unknowns
    Nov 2 2020
    This episode touches on the debacle of Long Term Care insurance concerns, clarifies our position on the merit of annuity work, and reviews some of the popular misconceptions about the Medicare annual enrollment period.
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    38 m
  • When A Drought Comes

    When A Drought Comes
    Nov 2 2020
    This episode deals with some recent market concerns, as well as dealing with retirement accounts after the death of a spouse. Also, we spend some time on the progress that Medicare Advantage programs have made in the Michigan market.
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    38 m
  • Rules of the Harvest

    Rules of the Harvest
    Nov 2 2020
    In this episode, we have a candid discussion about the importance of protecting income during unstable times, the benefits and pitfalls of Roth conversions, and touch on several questions from Michigan retirees about their money and retirement concerns.
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    38 m