• Fiduciary is just a made-up title that means nothing
• How the Golden Reserve Tax Map can help with your IRA
• Protect and plan against the high cost of Long-Term Care
• Vanguard says the market will return 3-5% over next 10 years. Is that enough?
• Get out of the market; be safe, not greedy.

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Each week we highlight a listener question. This week Mike from Maumee asks about ways to develop income, what his returns should be, and how to handle when Uncle Sam says he has to dip into his 401(k).

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• You’re not going to live forever
• Mike of Maumee asks about income, returns, and RMDs.
• What happens when you turn 72
• Milk inflations won’t ruin your retirement
• If you didn’t pay your financial advisor, would they still be your friend?
• Our Myth Buster segment blows up another retirement list.
• What happens when you tell your kids “I’m spending the money on me”?
• The confusing language of the CEO of Edward Jones is actually revealing.

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It’s a classic story. When the market is up, the financial advisor takes credit, when the market is down…well, that’s just what the market does. Hang in there it will come back. Are you ok with that?

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• When the market is down, “stay the course” just doesn’t cut it anymore.
• Anne Heche dies and doesn’t have a will in place. Why is it important for you?
• If you think you don’t have enough money to justify getting financial help, think again.
• Why Greg believes your financial advisor is not your friend, even if they make it look that way.
• Retiring requires a multi-faceted TEAM to do so, not just a single financial advisor.

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ESG investing is using your moral compass to pick your investments. It’s trendy, but some are saying it may be against the fiduciary standard for financial advisors. And we’re saying, it really doesn’t matter and it’s all a facade.

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• Uncle Sam is going to screw your spouse and kids.
• Take the chips off the table because you’re already ahead.
• One of the new hip catchphrases in financial planning is ESG investing. Is it right for you? Is it right for anyone? 
• Financial advisors make up terms and acronyms to hide their lack of services.
• It’s time to look at your tax liabilities in retirement over the long term.
• The last leg of a recession is usually the worst. Is that where we’re headed?

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Not all annuities are bad! Don’t believe the lie. It’s time to debunk yet another article as Greg pulls back the curtain on why the financial industry wants to steer you away from these safer options.

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The goal of retirement is to enjoy being retired, not to worry. Make your retirement exciting by making your retirement plan boring. Should your 6-month emergency cash fund actually be 24 months? Are there better alternatives to cash? Is your 401(k) a good bridge to filing social security later? You’re actually UP about 350% over the last 10 years.

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Can you sleep at night? That’s the test to figure out if you have the optimal portfolio. There’s a time when it’s okay to celebrate, say “I made it”, take the chips off the table, and go retire in peace.

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