Mar 6, 2024 | Podcasts and Blog
Nobody wants to be the victim of a financial scam, yet they are becoming more prevalent and exotic every day. The story of one such incident, that Steve relays in this podcast, is fascinating, terrifying and informative all at the same time! Episode 110 of Plan For...
Jan 31, 2024 | Podcasts and Blog
In episode 109 of Plan For Life Now, Steve and Dave give a detailed overview of what happened in the markets in 2023 (Good Stuff) versus what happened in 2022 (Bad Stuff). All of this as a data point for what may occur in 2024. But regardless of market results, their...
Dec 20, 2023 | Podcasts and Blog
It’s a festive episode for this holiday season, with a lot cool gifts-Like the stock market, the bond market, and the 60/40 portfolio! Also, a special tribute to the late, great Charlie Munger. If you’ve never heard of him, listen and find out about one of money’s...
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...
