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!

June 8, 2021 By Steve Killiany, CFP®

Episode #80-Five Big Money Risks in Retirement

After taking off the month of May (whoops!) Dave and Steve are back to discuss the five big money risks in retirement. What can happen when you take big withdrawals too early in retirement? Or what if you underestimate the risk of inflation? Find out all …

April 19, 2021 By Steve Killiany, CFP®

Episode #79-The Future of Meetings and the Death of the 60/40 Portfolio

In this month’s installment Dave and Steve discuss the future of meetings in the post COVID-19 world. How many people will want to meet in person and how many people will continue to meet virtually? After a brief discussion of the current housing market, …

March 25, 2021 By Steve Killiany, CFP®

Episode #78-One Year Anniversary of the Covid Decline

Dave and Steve mark the one year anniversary from the bottom of the stock market’s COVID decline. How far has the market recovered since the March 23rd, 2020 low? They look back on the feelings we all had and the actions that many of us took (or didn’t take) …