Since it’s homecoming season, we reminisce about Doug enjoying his 41st high school reunion a few weeks ago. Then we dial in on what folks at your reunion, the water cooler at work or neighborhood might be buzzing about: “Did you get in on the latest stock market dip?”  We're seeing more volatility on wall street, and Doug explains what baby boomers should consider when trying to decide if they should “buy the dip” with their retirement money.See omnystudio.com/listener for privacy information.

Every marriage is different, and men and women often have diverse opinions about money throughout their relationship. On this episode, Doug describes how couples near and in retirement should realistically approach that planning and what to consider. Also, finding the right financial advisor can feel like finding the right spouse simply because you’re seeking a long-term relationship that benefits both of you. Listen to find out what type of advisor could be best for your family.See omnystudio.com/listener for privacy information.

Despite how hot the job market is, baby boomers are facing a unique threat at work: They’re very qualified and have experience, but their company can often hire two younger workers for less and easily replace an experienced 50 plus employee. Doug explains how and why he helps people prepare their portfolio for this possibility, balanced with the goals, and needs of their family when it comes to retirement.See omnystudio.com/listener for privacy information.

How much is considered too wealthy?  When you look at social security through the eyes of Uncle Sam, you might be surprised. Doug sheds insight about helping a middle-class couple facing a tax increase due to $44,000 of income. Every situation is different, but if you’re concerned that taxes are going to increase from today’s historic lows… listen to find out how this husband and wife are applying the benefits of the Tax Cuts and Jobs Act to their retirement while they still can. See omnystudio.com/listener for privacy information.

Many American millionaires were never CEOs with a 6-figure salary. They’re hard-working people from various industries that simply focused on providing for their family and saving for the future. On this episode, Doug tells the story of a couple that did just that and highlights what they should consider while getting ready to retire. Plus, find out why leaving a 401(k) behind can hurt your outlook for retirement.  See omnystudio.com/listener for privacy information.

Consumer prices have risen the highest since 2008, and our wallets are all feeling it. Doug sheds light on the current inflation surge and if it’s transitory due to the pandemic. He also simplifies what to consider moving forward when it comes to your retirement accounts and keeping up with the real cost of living.See omnystudio.com/listener for privacy information.

The market is heating up this summer. Doug explains why having a holistic financial plan is vital for those in or near retirement. This is especially true considering the recent volatility on wall street and newer investments in the spotlight such as bitcoin and meme stocks. This episode will help you better understand balancing the top fears about investing: FOMO (fear of missing out) versus the fear of loss. See omnystudio.com/listener for privacy information.