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Investing can be complicated. We make it simple.
Episodes
Sunday Mar 15, 2020
Sunday Mar 15, 2020
In this short episode, Michael and Adam definitionally distinguish ETFs and Mutual Funds and discuss which one may be more appropriate for your investment.
Sunday Mar 01, 2020
Sunday Mar 01, 2020
Some investors say they can predict the market. Others say they can't. Is there individual merit to each approach? Or is one objectively better than the other? Adam and Michael explain.
Saturday Feb 15, 2020
Saturday Feb 15, 2020
The US stock market has been on a huge upswing—but an inverted yield curve back in mid-2019 has left investors wondering: is a recession on the horizon? Michael and Adam discuss.
Saturday Feb 01, 2020
Saturday Feb 01, 2020
Whether you've contemplated annuities or maybe you're enrolled in one today, learn something new about these insurance products and what they could mean for your post-career life.
Wednesday Jan 15, 2020
Wednesday Jan 15, 2020
Should you continue to work in retirement? How do you make sure you rebalance correctly? How do you understand the impact of medical costs? And, when is the best time to take social security?
Michael and Adam tackle 4 common missteps in retirement.
Based on this article: https://www.investopedia.com/retirement/how-sabotage-your-retirement/
Thursday Jan 02, 2020
Thursday Jan 02, 2020
Millennials are saddled with more student debt than any previous generation. Will they be able to overcome that and retire at 65? RIA, Adam Morse, and CIO, Michael French dive in.
Monday Dec 16, 2019
Monday Dec 16, 2019
The 4% rule has been a rule of thumb for retirees for decades—but does it actually work?
Tuesday Nov 26, 2019
Tuesday Nov 26, 2019
What's the best way to handle your IRA while approaching retirement, transitioning to retirement and even during your retirement? What are the main benefits of rolling over your IRA for retirees? Should you always rollover?