Retirement Planning: Game-Changing Variables In Your Retirement Plan Part 2 In this episode, John continues his deep examination of the retirement planning. He also urges you to re-examine your plan now and on an annual basis. Today he focuses on market volatility, which is a factor in your withdrawal rate (covered in Part 1). He […]

Your Retirement Plan: Game-Changing Variables In this episode, John goes in-depth on three of the seven variables that are vital to consider when designing your retirement plan. If you change just one of these variables, you will affect the outcome of your plan. If you change two or three, it’s not even the same plan. […]

How Much Money Do You Need For Retirement? Have you asked yourself “How much money do I need for retirement?” In this episode, John discusses safe withdrawal rates from your portfolio. He also emphasizes the importance of diversifying your sources of retirement income. John is the author of 5 Ways Your Wealth is Under Attack. […]

Financial Decisions: Seeing The Forest For The Trees In this episode, John emphasizes the necessity of taking the long view in your financial plan. Most financial decisions are made in isolation (one tree). However, they will have ripple effects throughout your entire plan (the forest). It’s best to make decisions with the broad and long […]

Retirement: Expect The Unexpected Welcome to the Wealth Curve Talk podcast. In this episode, John discusses retirement. He identifies key areas of pressure on your wealth and strategies to reduce it. John gets you to think about your wealth management plan from the point of view of retirement. He wants to make sure that you […]

Financial Pressure: Why It’s Important To Push Back In this financial pressure episode, John exposes the three main areas directing pressure on your wealth. He sketches out some strategies for pushing back. John has lectured extensively on financial planning and is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – Keep It. […]

Rethinking Risk In Financial Planning In this financial planning episode, John addresses the idea of risk. For most people risk connotes simply loss of investments. John expands the conversation to encompass risks that come from all different directions. He wants you to be able to identify and address each one in your financial plan. John […]

Savings In this savings episode, John explains the many ways to save, and the proper amounts to save based on your income. He emphasizes its place as the foundation for your financial plan. John is the author of 5 Ways Your Wealth is Under Attack. He has lectured on financial planning at various faculties. He […]

Crack and Pack In this episode, John fills us in on the most recent updates from the IRS on the technique referred to as “crack and pack.” The IRS has vowed to come after it! John is the author of 5 Ways Your Wealth is Under Attack. He has lectured on financial planning at various […]

Wealth Management: 7 Factors That Destroy Wealth In this episode, John discusses the seven factors that destroy wealth. In wealth management, “destroy” is a strong word. But you’ll come to understand why it’s appropriate after you realize the extent to which these factors erode your wealth over time. John is the author of 5 Ways […]