Podcasts and Blog

Starting in 2007 Dave and Steve teamed up on WMAL's (105.9FM / 630AM) "Plan for Life Now" to tackle the tough issues around retirement planning today. In 2016, Dave and Steve took their message to the world of podcasting. Check back each week for a new podcast, or subscribe on iTunes!

March 1, 2021 By Steve Killiany, CFP®

Episode #76-Average 401K balances and Growth vs Value

Dave and Steve mark one year of socially distanced podcasts by discussing the average 401k balance for Americans broken down by age. Find out how you compare to the rest of the country. After that they wade in to the age old discussion of growth versus value …

February 22, 2021 By amanda

The difference between a stock split and a stock spin-off

Q: Can you explain what it means when a stock splits? What about a stock spin-off? Is that different? And are these things good or bad for an investor? A: Let’s tackle each one of these separately since stock splits and stock spin-offs are two entirely …

February 22, 2021 By amanda

The most important word in investment planning

Ask a thousand people what they expect from their investment plan and you’ll hear terms like portfolio growth, risk management, tax efficiency, etc. But if there is one word that truly defines the emotional and psychological expectations of a retirement …