Mar 23, 2021
We can have all the money in the world, but if we don’t have our physical and mental health, that money means nothing. Few people understand this better than Dr. David Lereah, PhD. He’s the founder of United We Age, an organization working to inspire a movement where all generations of people are more aware and...
Mar 16, 2021
Back in August 2019, I had an amazing conversation with David Mitchell of AllianceBernstein in which we talked about economic cycles and where we were. A year and a half later, his company has had some incredible returns - and many of the things that David shared with us really came to fruition.
Despite the uncertainty...
Mar 9, 2021
Retirement planning isn’t just for people who are near retirement or in retirement already. If you’re in your 20s or 30s, you’re in a prime position to build a great foundation to experience financial independence and retire younger.
Joining me today is Jason Newcomer, certified financial planner and advisor here...
Mar 2, 2021
In these first few months of 2021, we’re seeing extreme market valuations at levels we’ve never seen before. This means that it’s more important than ever that you know how to assess risk in your portfolio.
Today’s guest is Brad Kasper. He’s the president of LSA Portfolio Analytics, where he provides...