Taxes and qualified plans go hand in hand when it comes to a successful retirement plan. This podcast addresses issues to beware of...

Social Security Administration will increase benefits by 8.7% in 2023. In addition to other benefits, this increase may increase the tax liabilities to millions of Americans in 2023 and beyond. Listen to this podcast to learn more

As you prepare to cast your political vote, it is imperative that you merge your politics with your economics. In other words, vote with your brain, and not your ass. Listen to this podcast and learn more...

If you don't understand the impact of opportunity cost on your personal economy, you will never achieve financial success...

If you don't understand the impact of opportunity cost on your personal economy, you will never achieve financial success...

In addition to a strategic planning approach via a Tactical Retirement Blueprint (TRB), this podcast discusses key products that fit the TRB model...

Without a Tactical Retirement Blueprint, your retirement probability of success diminishes dramatically based on economic realties...

If you want to succeed in retirement, you must look at your finances through a telescope as opposed to a microscope. This podcast addresses issues I discussed with my clients regarding today's economic environment.

When it comes to successful retirement planning, process is more important specific products. Planning your retirement via long/long, long/short, short/long, and short/short processes will help you minimize your retirement liabilities while enhancing your overall retirement benefits...