2nd Half Capital

There’s an old Wall Street saying: “As goes January, so goes the year.” If there is truth to that saying, stock traders may be in for more volatility in 2022. On this week’s episode, Doug discusses if we should pay attention to seasonal trends such as this. He also addresses how comments by Fed Chair Jerome Powell and the headlines about Ukraine can impact our 401(k)’s and other investments, and how you can take more control over your personal economy. See omnystudio.com/listener for pr...

As Americans, we’re dealing with the most rapid price increases in decades… and now we’re facing market volatility too. Doug shares his insight as to if the inflation surge will calm down sooner rather than later, or if it’s time to investigate adjusting our portfolios to prepare for what could be coming next. And you may be surprised to find out the top question his clients are calling to ask their advisor theses day.See omnystudio.com/listener for privacy information.

Taxes continue to be a point of contention, especially with people like Elon Musk making headlines by moving his home and business to a more tax friendly state... Where he's rumored to save $2.5 billion in capital gains taxes. Since the future of taxes are uncertain for the moment, Doug explains what actions you can take NOW to help reduce your future taxes in retirement without uprooting your entire life. Sometimes it’s Roth conversions, sometimes it’s just about speaking with a forward-thin...

The market has been doing well for more than a decade despite some volatility lately… And The Great Resignation is impacting the American economy in various ways. Doug discusses how some are resigning to retire, some are embracing the opportunity to continue working on their terms, while others are relaunching the 2nd half of their career! Today, baby boomers have more options than they imagined. All of this serves as a great reminder that we need more than just a healthy 401(k) for the futur...

With gas and grocery prices still on the rise and the Fed starting to talk, investors are getting anxious. Doug explains why he feels Wall Street could become volatile through the end of 2021. Also, as the 'Great Resignation' gains momentum, he explains what to think about regarding your 401(k) and other retirement accounts when you leave a job. Find out why you need a financial plan that incorporates the unknowns of the economy… so that your personal economy doesn’t suffer during t...

With Thanksgiving days away, Doug spends time this week talking about what he’s truly thankful for. We also discuss stuffing verses dressing and all the foods we can’t wait to enjoy Thursday! But make sure you save a place for inflation at your families table, because dinner is expected to cost up to 5% more this year. Doug illustrates how this could be a sign of what’s to come regarding interest rates, supply & demand and the bottom line of your portfolio in 2022. &...

We all either remember being a kid and receiving “the talk” or having “the talk” with our kids. Birds and bees aside, there’s another uncomfortable conversation we should probably have with both our parents and children… The financial talk. Whether it’s about making sure mom and dad are taken care of, leaving a legacy to our children, or just wanting to make sure we enjoy our hard-earned money to the fullest, Doug explains why planning is key.See omnystudio.com/listener for privacy information.

Fake verses real Christmas Trees can be a heated debate, and if you’re in the market for a new faux tree… you’re going to pay a little more this year. Many are seeing supply shortages in some sectors are as bad as they were early in the pandemic. Doug explains how to plan for inflation throughout the course of your retirement and discusses if the inflation we’re currently experiencing is here to stay or temporary.See omnystudio.com/listener for privacy information.

After we reveal a common task that surprisingly makes us happy, we explore Americans quest for simplicity… Especially in the world of investing. Target date funds are more popular than ever, likely because it sounds very simple to target 401(k)’s and other accounts based on a retirement date. Doug simplifies what baby boomers should consider when it comes to having target date funds as part of their portfolio, especially when the market corrects.See omnystudio.com/listener for privacy informa...

We’re all enjoying the fall weather and Halloween is days away. Instead of a haunted house, many closing in on retirement feel more afraid of actually retiring and starting the 2nd Half of their life. Doug relays what this transition has been like for some of his clients, and what steps you can take today to be better prepared for this positive, yet sometimes scary, life adjustment.See omnystudio.com/listener for privacy information.