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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 134 episodes available.
July 07, 20177/7: The Meaning Of Financial IndependenceWith the 4th of July holiday in mind, Dave and Steve discuss the meaning of independence. What does financial independence mean for a client? What does it mean when you are choosing an advisor?...more16minPlay
June 29, 20176/29: Investor FearsIn this week’s episode Dave and Steve profile three investors who are worried about the stock market. Has the market being up for too long? Are we due for a correction? Find out how you should think about stocks when faced with the possibility of volatility ahead....more19minPlay
June 14, 20176/12: Health Care Costs In RetirementWe all know that health care is a huge cost in retirement. Listen to the latest episode to hear Dave and Steve break down the health care and long-term care expenses you should plan for....more20minPlay
May 19, 20172017 5 11 Take A Look At The Next Bear MarketIn this week’s episode Dave and Steve look “Into the Teeth of the Next Bear Market.” In this article (http://www.cnbc.com/2017/05/09/into-the-teeth-of-the-next-bear.html) the writer discusses 15 things that might happen when the market plunges 20%. Listen to find out where they stand on the author’s predictions....more26minPlay
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
FAQs about Plan For Life Now:How many episodes does Plan For Life Now have?The podcast currently has 134 episodes available.