Podcast

This is the summary of our conservative Retirement Portfolio. If you prefer to listen, you can tune in here. Or on your favorite podcast platforms, Facebook or YouTube. The last…

Most retirement plans were created based on individuals living 15 to 20 years into retirement, but people are starting to live much longer than that. This longevity risk has become such a problem that pensions are starting to change the way they payout and how much. The same with social security.

Risk holds many people back from investing because it causes a lot of fear. But most risk can be mitigated by doing a few strategic things... Including your own emotional reactivity.

Many people suffer from analysis paralysis because there's so much information on investing out there. But the right foundation will stop the overwhelm and fear of making the wrong decisions.

It's Q4 earnings season which means stocks will be making moves depending if they hit or miss their expectations. Learn how we use earnings to check in on our portfolio assets.

Traditional banks can't lend to small businesses, so they have to go somewhere else. That's where BDCs come in, but they're not all created equal. Many high yielding BDCs are risky, so you have to dig into the fundamentals of a company before investing.

It might be exciting to jump right into the stock market, but until you figure out if you actually have money to invest, you need to slow your roll. The biggest risk comes from investing putting money you can't afford to lose. Spending awareness is the key to success.

If down days in the market send you into panic mode, you need to implement a beta strategy. Learn how beta impacts a stock prices volatility so you can buy the right stocks for your risk tolerance.