As the stock market continues to decline, Dave and Steve weigh in with their thoughts and look back at past bear markets.  What can we learn from the past declines and how does it relate to today?  They also discuss what it feels like to retire and start …

… [Read more...] about Episode #91 – Are We In A Bear Market?

The market woes have continued as we entered the 2nd quarter of 2022. However, the normal dynamic of bonds as a safe haven from stock market declines has not played out this year. While stocks are down 10%-15%, the broad bond market is down almost 10% off it’s …

… [Read more...] about Episode #90 – The Current State Of The Market And Listener Questions

Concerns over Ukraine, inflation and rising interest rates have continued to weigh on the market and cause negative stock market returns.  In this month’s episode Dave and Steve attempt to give some perspective on the current decline.  How has the market …

… [Read more...] about Episode #89 – Is this the start of the next bear market?

2022 has started off with something we haven’t seen in a while:  Volatility.  Listen to the latest podcast to hear Dave and Steve discuss why the stock market is off to a terrible start.  What does this mean for the rest of the year?  How can we use history as …

… [Read more...] about Episode #88-An Ugly Start to 2022

Dave and Steve start off the year by looking back at 2021 and looking forward into 2022. How much did the stock market gain in 2021 and how much growth are pundits predicting in 2022? More importantly, how do the long term projections affect how you should …

… [Read more...] about Episode #87 – Long Term Market Assumptions: Looking back and looking forward

In this episode Dave and Steve discuss a topic that is near and dear to all of us; how can we (legally) minimize the taxes we pay. First they explain the analysis behind the decision to convert to a Roth IRA (8:23). Next they discuss how it might make sense to …

… [Read more...] about Episode #86 – How To Prepare For Higher Taxes

The most recent inflation data shows that prices have increased at 6.2% over the past year.  This is the highest inflation reading since the early 90s.  Will we continue to face high inflation for years to come?  Listen to Dave and Steve discuss the future of …

… [Read more...] about Episode #85 – Inflation Rears Its Ugly Head