Listen to this episode if you are considering purchasing an annuity, own an annuity, or just to educate yourself in the likely event someone tries to sell you one.

In this episode we will talk about:

• The several different types of annuities
• Pros and Cons of buying one
• Options if you currently have one

In this weeks episode we will be:

• Defining passive versus active investing

• Discussing how we can deal with investment uncertainty

In this weeks episode:

• How can we make the best of uncertain times in our lives whether its COVID-19 or the next thing
• What are some strategies and tactics that we can utilize to not just survive but to thrive and come out better in the end

In this episode, we are going to be talking about

• Different types of investment professionals

• What you should be looking for

• What you should ask them

Check out this episode!

In Part 1 we discussed how to make the most of your investments during COVID-19

In this episode Part 2 we will discuss maximizing your life during this time.

How are you dealing with all of this uncertainty.

Call to Action: 

Look at your nighttime and morning routine?  Do you have one? Take a look at the miracle morning or 6-phase meditation.  Making it your own is key, but those are good frameworks to get you going!

Check out this episode!

In Part 1 of making the most of COVID-19, we will discuss how to make the most of your investments.

1. What to do when markets take big twist and turns
2. What actions you should take

In part 2 next week we will discuss maximizing your life during this time.

Check out this episode!

In this episode, we will discuss how to withdrawal money while you are in retirement to fund your lifestyle.

1. How to withdrawal with keeping taxes in mind
2. Withdrawal strategies
3. Withdrawal in different market environments - bull or bear

“If you believe you can change - if you make it a habit - the change becomes real.” 

-Charles Duhigg

In today’s episode we will cover:

1. How to create a good habit
2. How to break a bad habit
3. Habit stacking
4. Habit Tracking

In today’s episode, we are talking about how to design your best life.  Your ideal life.

My experience with:

1. Have - do - be 
2. Personal vision
3. Lifebook - 12 dimensions of our life

Show Notes:

“Do what is hard and life is easier, do what is easy and life is much more difficult”.

Did you figure out your asset allocation from our last episode?  Was it where you wanted it to be? How far off was it?  Did you define your rebalancing strategy? Committed to stick to your asset allocation and rebalancing through thick and thin in both bear and bull markets?

In this episode we will cover:

1. The cost in our investment portfolio: the different type of fees, how to determine the costs, importance of knowing the costs and how to lower your costs
2. How taxes play in role in your portfolio 
3. How to reduce your tax burden through tax efficient investing