Nov 8, 2023 | Podcasts and Blog
Steve and Dave spend the majority of episode 107 reviewing where we are right now as the markets head toward 2024. Steve adds some prescient* insight on bonds: Dave finishes the pod off with some startling reality about Long Term Care, proving once again that life,...
Sep 20, 2023 | Podcasts and Blog
No way to sugarcoat this one- If you own the Federal LTCi plan, you’re looking at another price hike that could be up to 86%. But there will be options to amend your policy to mitigate the cost. Please use this short podcast as a guide on how to deal with this. We...
Sep 1, 2023 | Podcasts and Blog
The show begins with Steve and Dave “waxing poetic”* about the end of summer, and quickly moves into a detailed review of a great column by Michelle Singletary about the emotional fraught of retirement. Then Steve debunks Michael Burry’s latest doom and gloom market...
Aug 8, 2023 | Podcasts and Blog
After a quick market recap (and a good one at that!), Steve and Dave get into a detailed discussion about the fine line between how an investment opportunity is advertised on radio and TV* versus how it performs in real life. Before you buy what your favorite media...
Jul 5, 2023 | Podcasts and Blog
This show is full of financial fireworks!* Steve and Dave start off with a discussion of how the markets did for the first half of 2023, then pivot into a back and forth about Artificial Intelligence. They finish with some sophisticated ideas to make your extra cash...
Jun 7, 2023 | Podcasts and Blog
After a brief discussion on the Debt Ceiling debacle, Episode 102 of Plan For Life Now is dedicated to what may be the number one book in “Steve’s Book Club “, The Psychology Of Money by Morgan Housel. There are two definite takeaways from this episode: 1) This book...
