Dave and Steve start this episode by discussing the changes proposed in the SECURE Act. In particular they discuss the impact on RMDs and inherited IRAs. After that Dave tells the story of a friend who continued to ignore risks in his retirement plan and the sad consequences of his actions.

The stock market has been going up for over 10 years, and some investors have gotten complacent. Are you making some of the classic late cycle investor mistakes? Listen to Dave and Steve discuss these issues and how to avoid them in the latest episode of Plan For Life Now.

In this month’s episode Dave and Steve start (1:10) by recapping the market over the past year. After that the discussion turns (2:45) to politics, and what effect certain candidates might have on the stock market. To finish up (10:10), they discuss an online guide to uncertain markets published by American Funds. Listen now to find out how soccer penalty kicks relate to how you manage your investments!

In this episode Dave and Steve have a grab bag of topics to discuss. They start (2:30) by discussing how people think differently about investing in real estate compared to investing in stocks. Next (7:18) they take a look back at the economy 10 years ago, and compare the changes in our outlook going forward. Lastly, (14:00) they revisit a bucketed retirement strategy. How do you structure your short term, intermediate term and long term assets differently to meet my retirement goals?

In this episode Dave and Steve discuss (2:07) a Stanford study that examined 292 different retirement withdrawal strategies to determine the best one. After that they discuss (15:00) the resurgence of value stocks. Is value investing making a comeback or will growth stocks continue to dominate?

In this episode Dave and Steve break down the behavior and saving habits of their client “Bob.” Find out how “Bob” approaches his investments and helps to set himself up for a long and relaxing retirement.

In this episode Dave and Steve start (1:05) by discussing the ways that people organize their retirement and the risks they are facing. After that they discuss an article from their favorite columnist, Barry Rithholtz (11:27). Tune in to find out what are the 10 things people in finance should never say!

https://www.washingtonpost.com/business/economy/one-man-wanted-financial-certainty-and-fun-in-retirement-here-is-his-formula/2019/06/07/a672053e-887b-11e9-98c1-e945ae5db8fb_story.html

https://www.bloomberg.com/opinion/articles/2019-06-10/10-things-people-in-finance-should-never-say

This month Dave and Steve start off the show talking about a blood test that predict dementia (2:40) and how this might impact the future of long term care insurance. Then they switch gears and talk about Steve’s golf instructor (8:35) . How is his method of teaching golf a lot like the Capitol Retirement Strategies method of financial planning?

In this episode Dave and Steve discuss why good financial advice doesn’t always make for good headlines. In both finance and sports, “hot takes” and bold predictions attract attention. Tune in to hear more!

In this episode Dave and Steve provide a brief update on the market and then dive into the changes in Long Term Care insurance. The landscape for this insurance is changing dramatically as more and more carriers leave the marketplace. Tune in for all the details!