Podcast
Think
Retirement
Now.
The Glass-Half-Empty Economy: What the Latest Gallup Poll Means for Retirees
Quite often, big websites like Morningstar feature retirement articles to attract readership. The problem is that most of the articles are written by 30-year-olds with little or no experience in giving real financial advice. Today, Steve analyzes and comments on such an article that could be dangerous to your wealth. Consider yourself warned! Then, a Gallup poll says over half of Americans see the economy as “glass half empty” rather than half “full”. Let’s see how that could affect you as a retired investor. THINK Retirement NOW ™ is on the air!!!
Think Retirement Planning Brief 9/16/26
In a brief format, Amazon Best-Selling Author and Accredited Investment Fiduciary® Steve Jurich pinpoints current economic news affecting investment strategy in Segment 1, then offers proven and timeless retirement planning tips in Segment 2… THINK Retirement NOW™ is on the air!!
Data Center Community Benefits and Timely Retirement Planning Tips
In a March survey of Americans by Gallup, 71% of respondents said they would oppose the construction of one in their local area. By comparison, just 53% said they would oppose a nuclear energy plant. Today we review a Wall Street Journal report on what the big Tech companies are doing to become more people-friendly, including LOWERING utility bills for those living near a Data Center. Get the full report in segment 1. Then, some timely retirement planning tips. THINK Retirement NOW™ is on the air!!
Think Retirement Planning Brief 9/8/26
In a brief format, Amazon Best-Selling Author and Accredited Investment Fiduciary® Steve Jurich pinpoints current economic news affecting investment strategy in Segment 1, then offers proven and timeless retirement planning tips in Segment 2… THINK Retirement NOW™ is on the air!!
The Timber Industry Collapse: Economic Shifts in the Southeastern U.S.
At one time in the U.S., the timber industry was thriving–it seemed as good as gold. But, as the Wall Street Journal reports, the demand for paper products has collapsed as newspapers, magazines, and many books are no longer being printed. It is reconfiguring the entire Southeastern U.S. economy. We’ll explain how and what’s next in Segment 1 and then reveal how to ensure yourself a retirement income higher than bonds, that never quits. THINK Retirement NOW ™ is on the air!!
Think Retirement Planning Brief 9/1/26
In a brief format, Amazon Best-Selling Author and Accredited Investment Fiduciary® Steve Jurich pinpoints current economic news affecting investment strategy in Segment 1, then offers proven and timeless retirement planning tips in Segment 2… THINK Retirement NOW™ is on the air!!
Retirement Strategy Session: Navigating Roth Conversions
Many people ask: “What is the cutoff age for doing a Roth Conversion?” They also ask “When is the best age to start a Roth Conversion, and how much should I convert?”. You’ve got Roth questions, we’ve got Roth answers today in Segment 1. Then in Segment 2, serious retirement strategy session straight from the trenches. WIN your retirement and begin mastering your money…THINK Retirement NOW™ is on the air!!
Think Retirement Planning Brief 8/25/26
In a brief format, Amazon Best-Selling Author and Accredited Investment Fiduciary® Steve Jurich pinpoints current economic news affecting investment strategy in Segment 1, then offers proven and timeless retirement planning tips in Segment 2… THINK Retirement NOW™ is on the air!!
Think Retirement Planning Brief 8/19/26
In a brief format, Amazon Best-Selling Author and Accredited Investment Fiduciary® Steve Jurich pinpoints current economic news affecting investment strategy in Segment 1, then offers proven and timeless retirement planning tips in Segment 2… THINK Retirement NOW™ is on the air!!
The Science of Retirement: Viral Tech & Financial Wisdom
Scientists at Stanford University have used artificial intelligence to design 16 new viruses capable of being reproduced in a laboratory, hoping to combat antibiotic-resistant infections. But biosecurity experts are rightfully concerned about the risks. The technology in the hands of the “good guys” is no problem. But we live in a world where the bad guys win a lot and it only takes one. The scoop on this story and some timely Roth Conversion tips. THINK RETIREMENT NOW™ is on the air!!
Who We Are
Disciplined
What We Do
Guide & Coach
How We Work
Our Mission
Keeping Your Retirement Goals Front and Center
As we begin the planning process, your retirement goals remain our top priority. Clearly defining the kind of retirement you envision allows us to strategically align each asset with a specific purpose and timeline—ensuring your money works for you, when you need it.
At this stage, most of our clients have important questions, such as:
- Social Security: When is the best time to start collecting?
- Required Minimum Distributions (RMDs): How will they impact your taxes and income?
- Current Portfolio Review: What’s working, what’s not, and what adjustments make sense?
- Retirement Security: How protected are you from market volatility?
- Mutual Fund Concerns: Are they too risky for your retirement goals?
- Risk Reduction & Income Growth: How can you create more stability?
- Tax Strategies: How can you minimize your tax burden in retirement?
- IRA Rollovers & Roth Conversions: Are they the right move for you?
- Investments & Annuities: What role should they play in your financial plan?
- “Are annuities really safe?” (Hint: It depends on the type of annuity and how it’s structured.)
If you have additional questions, we’re here to answer them all—ensuring you feel confident and in control of your retirement future.
Getting Started
Step #1
Schedule
Schedule Your Free Retirement Review with an experienced advisor who focuses on retirement.
Step #2
Review
We evaluate your current situation and identify key action points — starting to develop your strategy.
Step #3
Plan
Once we arrive at the retirement strategy that is best suited for you, we go to work to make it reality
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