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The Guided Retirement Show

Jul 23, 2019

In our previous podcast episode, CERTIFIED FINANCIAL PLANNER® Bud Kasper, Jason Newcomer and I discussed the differences between ETFs and mutual funds to help you truly understand which product is best for your portfolio. If you haven’t listened to Part 1 yet, please check out episode 12 before you listen to this...


Jul 23, 2019

Many investors have had questions lately about the difference between mutual funds and ETFs: why choose one over the other? Are they the same? What differentiates these two products, why are there so many offerings that appear to be so similar, and which is the best choice for my portfolio, especially as I...


Jul 23, 2019

There’s a lot that you need to understand before you set out to build your own retirement portfolio. In the first part of my conversation with Brad Kasper (episode 10), we had a big-picture discussion of what makes a portfolio successful, the dangers of emotional investing, and why math and data will always...


Jul 23, 2019

When it comes to retiring, nothing matters more than building a portfolio that allows you to achieve your goals, and no one knows this better than Brad Kasper.

As the president of LSA Portfolio Analytics, Brad Kasper helps 440 financial advisors manage over $8.5 billion in assets by building better portfolios for his...


Jul 23, 2019

In Part One of my conversation with Barber Financial Group estate planning attorneys Garrett Griffin and Jason Salinardi, we discussed the basics of wills, estate planning, and the tricky legal situations families and beneficiaries can find themselves in after you die or become incapacitated. Check out Part 1 (episode...