Do you have a plan to help your money last as long as you do? Even if you have a pension, there are still choices to be made: lump sum, monthly annuity payout, or a combination of the two. Tune in this week as Keith explains the specific strategies to help you get the most […]

Retirement is a time for not having to look at a clock (accept maybe for Tee times and the grand kid’s school recitals). You shouldn’t have to watch the clock in retirement, especially for your money. There is a definite strategy to spending your money in retirement so you have all that you need but […]

As stocks continue to rise, so do the risks. Many pundits are saying that the easy money has been made in this market and difficult times could be ahead. Tune in this week as Keith unveils a how to manual on building your own All-weather portfolio along with specific strategies you can take now to […]

While many people have planned for their retirement for many years, in a general sense, most realize they are not as prepared as they thought they were, often when it’s far too late. There are several common blunders that investors make when investing for retirement that can reduce your ability to retire when you truly […]

Congress is at it again. Tax Reform 2.0 is quickly moving its way through congress that will make some pretty significant changes to your retirement. Currently it is a combination of several bills, with one specifically titled the Retirement Enhancement and Savings Act.  Tune in this week as Keith unveils how the new tax law […]

If you ask most retirees what the 5 biggest financial threats to their retirement are, they would tell you. The problem is that your five are different from the next guys. In reality, there are 5 major threats that we all face, and if you fail to prepare for any of these common threats, your […]

A good way to learn is by making mistakes. A better way is through other people’s mistakes…especially when it comes to something as important as retirement. Tune in this week as Keith discusses the 13 biggest regrets people have about retirement – and what you need to do now in order to achieve financial success […]

Will your retirement master plan guarantee that you never run out of money in retirement and that you will pay the least amount of taxes as possible? The only way to know is to stress-test it. Stress-testing your financial plan is a critical exercise in determining the health of your wealth. Tune in this week […]

According to a recent Fidelity study, most people don’t know much about retirement. In fact, a majority of people, regardless of age, flunked this retirement quiz. Do you think you can pass this critical test? The bottom line is that you had better, before you retire. Tune in this week as Keith examines what investors […]

Many things that you have never thought about before now become critical during retirement. Not only for your comfort, but your survival as well. Tune in this week as Keith unveils the top 10 secrets that you will need to know in order to retire comfortably and stress free!