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We are an independent retirement planning firm geared towards serving the investment and insurance needs of people over the age of 50.... more
FAQs about Plan For Life Now:How many episodes does Plan For Life Now have?The podcast currently has 130 episodes available.
May 05, 20175/5: Questions And AnswersIn this week’s episode Dave and Steve try out an all new format. They answer questions they’ve been asked in recent meetings, seminars and phone calls. With only two minutes allotted per question they attempt to answer eight of their most frequently asked questions in this rapid fire episode. The result is a fast paced, wide ranging discussion of topics!...more22minPlay
April 20, 20172017 4 7 Confessions Of A Personal Finance WriterIn this week’s episode Dave and Steve discuss an article titled “Confessions of a Personal Finance Writer.” This article was written in 2003, but outside of a few dated pop culture references, it remains applicable to today’s investing environment....more22minPlay
March 29, 20172017 3 21 Investing Opinions From Really Smart PeopleYou probably read the title of this podcast and just assumed that Dave and Steve would be offering up their opinions. But no, they’ve done better than that. They break down recent comments from Charlie Munger and Robert Shiller about investing and the state of the stock market. Don’t know who those guys are? Listen to the podcast and find out!...more24minPlay
March 15, 20173/15: Warren Buffett's Annual Letter And An LTCi UpdateInvestors around the globe are always eager to hear a few sage words from the Oracle at Omaha. In this episode Dave and Steve discuss Warren Buffet’s annual shareholder letter. Also, Dave brings us up to speed on the latest Long Term Care insurance news....more24minPlay
February 28, 20172017 2 23 The Pros And Cons Of Investing Under President TrumpIn this week’s episode Dave and Steve discuss the pros and cons of the Trump presidency for investors. Will the potential for lower taxes and lighter regulation be enough to spur growth in this eight year old bull market?...more22minPlay
February 07, 20172017 2 3 Minimalism, Blueprints And FiduciariesWhat does minimalism have to do with retirement planning? Listen to Dave and Steve discuss how simplifying your life can apply to your investments as well as you closet. Also, Dave and Steve discuss potential changes to the Department of Labor’s Fiduciary rule and what that means for investors....more23minPlay
January 18, 20171/13: Why Diversification Still Makes SenseThis week Dave and Steve examine the question, “Does Diversification Still Make Sense?” This has been a common question in recent years as US stocks have outperformed most other asset classes. Dave and Steve explain the historical reasoning behind diversification and how this applies to investment portfolios today....more21minPlay
January 06, 20171/4/17: Let History Be Our Guide for Investing in 20172017 starts with a myriad of concerns facing investors. How will the incoming administration effect my investments? What about rising interest rates? Are stocks “overdue” for a correction? Dave and Steve discuss how history can be our guide when it comes to investing....more19minPlay
December 15, 201612/15: Dave Interviewed For The NY Times About LTCiIn this week’s podcast Dave and Steve discuss the recent NY Times article about Long Term Care insurance. In the article Dave and his clients are extensively quoted about their experiences in the ever changing Long Term Care insurance marketplace....more16minPlay
December 08, 201612/8 - Do You Need A Financial Advisor?In this week's episode, Dave and Steve discuss an article from their favorite columnist, Barry Rithholtz. When does it make sense to use a financial advisor and when are you better off investing on your own?...more21minPlay
FAQs about Plan For Life Now:How many episodes does Plan For Life Now have?The podcast currently has 130 episodes available.