Whether you love him or hate him, I really think everyone near/in retirement can learn an essential point from Elon Musk, that will be critical to your happiness in retirement.  Here's the article referenced in the video: https://www.marketwatch.com/story/depression-isolation-loss-of-purpose-could-retirement-be-bad-for-your-mental-health-11643407859

Today's episode is a very short checklist of 6 things you absolutely have to do before you retire.  If you can do all six, you'll be putting yourself in great shape to have a comfortable retirement.

If you’ve been planning to retire in the next few years, odds are that you’ve spent a lot of time reviewing your investments, including the account balance, the specific investments you own, the asset allocation you have, and even reading about proper distribution strategies.

While all of that is important, you’re actually missing the most important thing to know before you retire.  Tune in to find out what that is, and then start taking action so you are prepared to have the best retirement possible.

As we all know, there is a lot of noise out there coming from TV, newspapers, friends and family members as to what we should do with our finances, and how we should plan for our retirement.  A lot of it, frankly, isn't great advice.

So I've been thinking: If I had the ability to speak to everyone close to or in retirement, what would I tell them?

Well, that's what this podcast is about: 15 Things I Wish Every Retiree Knew.

Do you want to become a better investor?  I know I do.  If so, I’d encourage you to look at the lessons that female investors can teach us.  Numerous studies have shown that women tend to get much higher investment returns than men.  

In today's episode, I'll discuss 4 lessons we can learn from women to become better investors.

If you’re going to invest in the stock market (whether on your own or with a Financial Advisor), it’s essential to know what your investing philosophy is.  What is going to guide your decisions on how to invest?

The good news is this doesn’t have to be complicated.  You don’t need to get an MBA or degree in finance to understand (or create) an investment philosophy.

In today's episode, I am going through my own investment philosophy, which I use for my own accounts as well as what I use with my clients.

We have all heard that we want to make sure our portfolio is diversified, and I’ve definitely said that on this podcast many times before.   But what does that mean exactly?

That’s the topic of today’s episode.  We will go through 7 questions that you can ask to make sure your investment portfolio has all the characteristics of a diversified portfolio. 

One of the most important things you can do to make sure you have the retirement income you want is to have a solid investment portfolio.  And both mutual funds and ETFs can help you achieve that goal, but which one is best for you really depends on a number of key factors.  So listen in as we discuss the similarities and differences, as well as which one is best for you.

We all know (at least intellectually) that it is never a good idea to sell your stocks when the market is down.  After all, you're supposed to buy low, sell high, right?

However, there are a few really good reasons why you might want to consider selling stocks.  In today's podcast, we go over those reasons, inspired by Chrstine Benz over at Morningstar.  Tune in to learn when it's the right time for you to sell your stocks.

If you're going to be invested in the stock market for the next 30 years (which you'll need to do if you want to create a retirement paycheck that will last for life), then you're going to experience down markets, like what we're going through so far in 2022.

Tune in to today's episode as I go through 5 tips/reminders I have on how to navigate down markets.