Oct 24, 2022

Sometimes, we talk about the “myths” of retirement.  And Forbes says one of the most common ones is that we’ll be in a lower tax bracket, when we quit working.  That certainly seems to make sense – why would it not be true?

Then, one of the big “unknowns” of retirement is what you’re going to spend on...

Oct 10, 2022

We’ve been getting good news lately.  The stock market is trying to continue its rally.  And prices – especially gas – have been coming down.  So, what moves are you making to protect your retirement savings? Steve explains his process in helping you de-risk your money and create income...

Oct 7, 2022

This is a very special episode focusing on women and wealth. 

To all the women reading this right now, how many times have you been with your husband/spouse and have been overlooked in an important conversation? You know, you both go to drop the car off to get repairs - who does the tech talk to? 99.9% of the time,...