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!

At long last, “Plan for Life Now” reached their milestone 50th episode. In this episode Dave and Steve take a trip down memory lane and discuss the origins of the podcast and Capitol Retirement Strategies. They discuss their days at WMAL, super producer Ken Hunter, Old Man Dividend, the worship of Barry Ritholtz, Liar BS Corner, making Redskin picks and much much more. Enjoy!

In this episode Dave and Steve discuss the government shutdown and the effects on local employees. In the second half of the episode they discuss columnist Barry Ritholtz’s annual list of what he got right and what he got wrong.

Old Man Dividend makes an encore performance as market volatility continues. Listen to the latest episode to find out what Dave and Steve recommend. Should he sell now? Or use this as an opportunity to buy?

In light of the recent market losses, Dave and Steve try something new. In this episode they role play a conversation with a client who wants to sell their stocks until the market “gets better”. Listen to find out what advice they offer and how it might apply to your situation!

Dave and Steve discuss the return of volatility. The stock market has been historically calm over the past few years. Is this latest downturn the start of a bigger sell off? Or just a natural market correction?

In this episode Dave and Steve discuss the 10 year anniversary of Lehman Brothers failing and the financial crisis. They also take time to discuss a seminar that they recently attended. In this seminar economist Fritz Meyer offered his thoughts on the economy and stock market. Is the market overvalued? Are we “overdue” for a recession? And is the media reporting on the market accurate?

In this episode Dave and Steve provide a quick update on the current state of the stock market. Then they discuss the way that investment ideas change and evolve over time. How does the “half-life” of an investment idea impact the way you invest?

Most people look to their financial advisor for sound investment recommendations. However, a good financial advisor should be able to add value through a host of other recommendations. In this episode Dave and Steve talk about helping clients structure withdrawals to minimize their Medicare premiums, completing Roth conversions, and realizing capital gains.