Jason and Bob talk about how to protect your retirement from long-term care using asset based long-term care contracts. 

Jason and Bob interview Dr. Cloonan regarding his new book, Investing at Level3. 

James B. Cloonan earned his MBA from the University of Chicago and his BA and Ph.D. from Northwestern University. After teaching for several years in 1974 he helped found and served as CEO of Heinold Securities, a brokerage firm specializing in derivatives. He returned to teaching and began the preliminary work leading to the founding of the American Association of Individual Investors in 1978. He is currently Chairman of AAII an organization providing support, education and information to individuals who manage their own investments. It currently has over 160,000 members.

He has served on the Consumer Advisory Council of the National Futures Association, the Advisory Panel on Securities Markets and Information Technology of the Congressional Office of Technology Assessment, the NASD Special Committee on the Quality of Markets, the New York Stock Exchange Panel on Market Volatility and Investor Confidence, the Chicago Mercantile Exchange Financial Instruments Advisors Committee, the New York Stock Exchange Individual Investors Advisory Committee, The Consumer Affairs Advisory Committee of the Securities and Exchange Commission and other industry and regulatory panels.

Dr. Cloonan is also the author of books and articles on investing and writes a series of columns for the AAII Journal. He created and manages the Shadow Stock Portfolio, a real portfolio, which has realized an annualized return of over 15% for the past 23 years. He lives with his wife Edythe in Chicago.

To get the special price on Dr. Cloonan's book visit www.aaii.com/level3

Jason and Bob discuss building a retirement cash flow plan on a solid foundation.

Jason and Bob talk about some of the things they have learned while helping people plan for retirement. 

Jason and Bob discuss the pros and cons of annuities. 

Jason and Bob answer recent questions about retirement from our community.

Jason and Joshua discuss radical retirement planning. 

Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.

To learn more please visit www.radicalpersonalfinance.com

Jason and Kevin Krieger with Geico Insurance discuss how to save money on insurance in retirement.

To learn more please visit Geico.com- Get to know Kevin Krieger

Jason and Bob discuss risk and diversification. 

Jason and John discuss estate planning.

Mr. Kenney has nineteen years’ experience helping families, individuals and business owners with estate planning, asset protection, wealth preservation and transfer and tax minimization. He is a Managing Partner of his law firm.

A sought after expert, Mr. Kenney is the author of several articles and has presented at dozens of seminars throughout the country to audiences of potential clients and his contemporaries in the legal and tax field.

Mr. Kenney is a Captain in the US Navy JAG Corps (Reserve Component). He serves on several non-profit boards within the Seattle area. He has been an adjunct instructor, teaching military justice for the University of Washington Navy ROTC program for thirteen years.

To learn more please visit www.kenneylawfirm.com