Dec 19, 2022

Best-selling financial author Larry McDonald tells Fox Business that he believes the Fed will soon back down on these hikes, and that will give way to a market rebound.  If someone is on the edge of retiring, how do you position them… especially when that rally could be a short bull market bounce in the middle of a...

Dec 5, 2022

In the next few weeks, a lot of retirees aged 72 and up will get reminders to take their required minimum withdrawals – or RMDs – by the end of the year so Uncle Sam gets his tax money.  But an article in the Wall Street Journal suggests taking monthly or quarterly RMDs rather than waiting until year’s end.  Is...

Nov 21, 2022

We’ve talked a lot about how the bond market is also having a horrible year.  That’s why many investors are seeking ideal bond replacements.  Sheryl Moore of WinkIntel.com believes you might consider an annuity…hear Kevin's opinion and his planning process to help you get to and through retirement. 

Then, the...

Nov 7, 2022

The Motley Fool financial website says 70% of us will need some amount of Long-Term Care in our lifetime, but only 50% of us feel confident we’ll be able to pay for it. Hear Kevin's 6 Pillars for a successful retirement and how he accounts for the high cost of future healthcare costs. Then, have you thought about your...

Oct 24, 2022

Inflation is hurting a lot of Americans, yet the stock market keeps bouncing along.  Economist Mark Tepper tells Fox Business, you must dig deeper than the green arrows.  If we are headed for a recession, how much exposure to the stock market should a person near retirement have? Kevin talks about the real #1 reason...