Nov 19, 2025 | Podcasts and Blog
Nothing screams “Past Performance Does Not Guarantee Future Results” like Artificial Intelligence stocks. What has fueled incredible market success over the past two years has analysts debating what might happen going forward. Steve and Dave tackle the tangible and...
Oct 17, 2025 | Podcasts and Blog
Similar to Dr. Martin Luther King Jr. (With the exception of the topic, gravitas, historical context, speaking ability, and every other intellectual attribute you can possibly think of), Dave shares his own “ I Had A Dream” speech. Steve adds his financial tidbits...
Sep 18, 2025 | Podcasts and Blog
Summering At The Cambridge Conference Ever wonder what happens when a whole bunch of financial advisors get together for a 3 day conference? If you said, “Yes”, then you need to critically analyze your “Things To Wonder About” list. Having said that, Steve, Dave, and...
Jul 24, 2025 | Podcasts and Blog
On episode 121 of Plan For Life Now, Steve and Dave break down the recently passed “Big, Beautiful Bill”. How does this bill affect you? If you’re very rich, you’ll be very happy. If you’re retired and a typical client of ours, we think you’ll like some of the things...
Jun 5, 2025 | Podcasts and Blog
A very bullish episode 120 of Plan For Life Now starts with Dave’s review of his trip to Japan. He’s bullish on Japan, especially the toilets ( That, my friends, is what we call “a tease!). Steve then makes a strong case that we are not going into a recession,...
Apr 8, 2025 | Podcasts and Blog
In this day after “Liberation Day” podcast, Steve and Dave try to unwind and analyze what all this tariff stuff means. Is their analysis accurate? Only time will tell. More importantly, how does this affect your retirement plan, and what should you do going forward? A...
