As we move further into 2020, we continue to see all-time highs in the markets.  Sam Liang and John Conley share their thoughts on what the rest of this year could look like.  They also discuss the importance of having a written plan and how to avoid paying unnecessary fees in your accounts.

A recent Fidelity survey showed that 78% of people who responded think they'll be better off financially in 2020 than they were in 2019.  Sam and Ryan discuss if they think that's a realistic outlook and also talk about what the SECURE Act means for retirees.

Sam and Ryan discuss the recent market highs and whether it's time to put more money into the stock market or look at alternative solutions than can help reduce the burden of taxes in retirement.

Sam and Ryan hear from Ed Slott on the topic of Roth IRAs and conversions, and then discuss the different options retirees and those approaching retirement have with the current retirement accounts.  Learn how you can become as tax efficient as possible!

Sam Liang and Ryan Marston discuss what to do if you inherit a large sum of money.  Plus, why a Roth IRA is an option you should explore and how it can potentially save you money in taxes.

This week, Sam and John tackle listener questions on topics like Social Security, tax efficiency, and other retirement planning issues.

This week, Sam and Ryan tackle a topic they've been getting a lot of questions about: annuities.  They break down the different types of annuities, what they're used for, and who is a good fit for each type.

This week, Sam and John detail their list of 6 things you can do to increase your chances of having an enjoyable retirement.

This week, Sam answers questions about what should be done with an old 401k and covers the recent announcement of a COLA increase to Social Security benefits for 2020.

This week, Sam and Ryan discuss the recent news regarding GE pensions.  On Monday, GE announced 20,000 employees are having their pension benefits frozen.  What does this mean for them and what are their options?  How can you tell if your pension is underfunded?