Retirement

Video

Retirement Plan Checklist

In this video, Dean Barber discusses some of the questions from our Retirement Plan Checklist report. The Retirement Plan Checklist is designed to allow you to see all the things that you need to be thinking of, and doing, as you lead up to and through retirement. It’s a checklist for your retirement journey.

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Investments Article

Negative Interest Rates in the United States

Welcome to the Monthly Economic Update, today we're going to discuss negative interest rates in the united states, economic stimulus, and more. It's a doozy—lots of records broken, and things that we've never seen before. Bud Kasper is going to join me today. And while we're doing our social distancing, give you as much information as we can about what we're seeing what we're doing, what we're hearing, and what we think is ahead, enjoy.

Investments Article

Bond Market Rally: Low Treasury Yields & Oil Prices

On March 9, 2020, 11 years to the day from the bottom of the Financial Crisis in 2009, yields on treasury bonds went lower than they’ve ever gone in our nation’s history. By the close of business on the 9th, 10-Year treasuries were yielding 0.56%, and 30-Year treasuries were yielding 0.99%. These are unheard-of levels.

Insurance Article

Health Care Costs in Retirement

For those of you gearing up to retire within the next few years, you may be wondering how your health care costs in retirement might look. There are several factors at play. We’re going to dive those to give you a better understanding of your health care costs in retirement.

The Guided Retirement Show

Investments Podcast

How to Invest in Real Estate for Retirement

Episode 23 - Dr. Randy Anderson | President Griffin Capital Asset Management Company, LLC

Joining me today is Dr. Randy Anderson. He holds a Ph.D. in economics and has focused his career on real estate investing. Together, we discuss the nuances and challenges of the real estate industry, the opportunities investors have to purchase high-quality real estate right now, and how to avoid complicating your taxes as you do it.

Insurance Podcast

Medicare Supplement Plans, A Closer Look

Episode 22 - Tom Allen | Medicare Expert, CMS, Insurance Consultant

Today, Tom and I dive deep into the differences between Medicare supplement coverage options, how to avoid potentially devastating expenses when dealing with prescription drug costs, and how to find a plan that will cover any conditions you may have and keep you healthy for decades to come.

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Video

Retirement Plan Checklist

In this video, Dean Barber discusses some of the questions from our Retirement Plan Checklist report. The Retirement Plan Checklist is designed to allow you to see all the things that you need to be thinking of, and doing, as you lead up to and through retirement. It’s a checklist for your retirement journey.

Video

Tax Clarity

Forward-looking tax planning can be a huge part of a successful retirement plan. Watch as Dean Barber reviews the basics of a forward-looking tax plan and the impact it can have on your retirement plan. 

Video

Choosing a Financial Advisor Video

Choosing the right financial advisor for your is an important process. Here are some things to consider when you're making your decision.

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