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Investments Article

Asset Location & Peter Thiel’s $5 Billion Roth IRA

A story has been making the rounds over the past few weeks profiling entrepreneur Peter Thiel. You may have seen he is the owner of a Roth IRA worth approximately $5 Billion. Yes, that's Billion, with a capital "B."

Investments Article

Breaking Down Inflation

Taxes and inflation. These are the two largest wealth eroding factors when it comes to your retirement. We see people all the time using an inflation rate in their financial plans well below what it should be. Join Dean Barber and Bud Kasper as they break down inflation historically and inflation today.

Investments Article

Market Valuations: Is it Time to Rebalance Again?

I walk through market valuations, expected long-term returns based on current market valuations, and where we are right now in the economic cycle, where the markets are, and what we think is ahead.

The Guided Retirement Show

Investments Podcast

Identifying Real Estate Opportunities with Don Wenner

Episode 46 - Don Wenner | Founder & CEO of DLP Real Estate Capital
In this conversation, Don and I talk about the pivotal moments that made him into the businessman he is today, the powerful tools he’s created to make expansion consistent and reliable for over a decade, and how to use them to scale any great business smartly and sustainably for years to come.

Investments Podcast

Understanding Supercycles and Overvalued Markets

Episode 43 - David Mitchell | AllianceBernstein

Today, David returns to the podcast to talk about where we are right now, why the markets are doing what they’re doing, and the parabolic move in the price-to-earnings ratios of the stock market.

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The SECURE Act & Your Retirement: An Expert Roundtable

Here's the truth: The SECURE Act has changed everything. You basically have three choices on where you can send your money when you pass on. It can be to a charity, the ones you love, or to the government. And the SECURE Act has basically ensured that if you do nothing, the third option will be your choice.

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Savvy IRA Planning for Boomers

Financial Advisor Drew Jones presents an updated version of our Savvy IRA Planning for Boomers webinar. IRA Planning is a complex process. Factor in recent changes from the SECURE Act, and it gets even further complicated. We're here to clear up the noise as Drew presents Savvy IRA Planning for Boomers.