Plan For Life Now

In 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.

In 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!

In 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.

You 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!

Investors 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.

In 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?

What 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.

This 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.

2017 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.

In 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.