Podcast
Think
Retirement
Now.
Think Retirement Planning Brief 7/30/26
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 Wealth Paradox: High Net Worth, Low Economic Satisfaction
The Wall Street Journal reports that Americans Are Richer Than Ever– Why Are They So Angry?
The majority of Americans have never been richer—or more negative about the economy. Is it TikTok? Is it inflation? Well, it’s a lot of things. We’ll explore problems and solutions in your own personal life. Then some planning advice that I have never seen fail…THINK Retirement NOW is on the air!!!
Retirement Brief 7/28/26
Super-Sizing Your 401(k): Catch-Up Strategies and Retirement Facts
Are you “Super-Sizing” your 401(k) contributions now like so many Americans are doing right now? While the standard contribution limit is $24,500, at certain ages you can contribute $32,500. And, those age 60-63–are tucking away over $35,000+ a year right now–legally. Get the facts and guidelines in today’s episode and then learn why so many people refer to the 1950s as the Golden American Era, yet the average person today has much more material wealth. It may shock you…THINK RETIREMENT NOW is on the air!!!
ENCORE: Beyond the Strong Dollar: Modern Retirement Income Strategies
So, which is better for the stock market–a strong dollar or a weak dollar? Well, it’s complicated. Especially in a world that is no longer horse and buggy. International trade is 24/7/365 with hundreds of currency fluctuations by the minute. While most people assume a strong dollar is best for the market, many are shocked to learn it can be exactly the opposite! Steve will explain in detail in Segment 1, then follow up with rock solid retirement income strategies working right now. THINK Retirement NOW ™ is on the air!!!….
AI Growth and Retirement Risks: Navigating the Potential Domino Effect
Today’s stock market is built around two indispensable things: The AI build-out phase and the continuing massive contributions to 401ks by the American work force. Does your financial plan protect you if something slows down with the build out, leading to layoffs, leading to fewer contributions? Today we explore a key problem with the building of data centers: no one wants one in their back yard. We’ll review a Wall Street Journal report. Are you protected against a domino effect? Let’s dig in…THINK Retirement NOW is on the air!!!
Beyond the Strong Dollar: Modern Retirement Income Strategies
…So, which is better for the stock market–a strong dollar or a weak dollar? Well, it’s complicated. Especially in a world that is no longer horse and buggy. International trade is 24/7/365 with hundreds of currency fluctuations by the minute. While most people assume a strong dollar is best for the market, many are shocked to learn it can be exactly the opposite! Steve will explain in detail in Segment 1, then follow up with rock solid retirement income strategies working right now. THINK Retirement NOW ™ is on the air!!!….
The Ripple Effect: From Iran Conflict Economics to the Rise of Used EVs
The Iran conflict–aimed at eliminating nuclear weapons in a hot headed, trigger happy country– had the right target but hit many Americans in the wallet who could not afford it. As Newton said there is an equal and opposite reaction to every action. A Wall Street Journal report says that due to expiring car leases, used EVs now represent the most economical ride in the country. We’ll examine why AND why the U.S. Air Force wants to put rotary engines in military drones. Then a close look at retirement homes offering the best food in the country…THINK Retirement Now is on the air!!!
The “Work One More Year” Trap: Breaking Free to Finally Retire
Do you find yourself in the “Work One More Year” trap? Increasingly, many retiring professionals are deciding to stay on at work “one more year.” Why? Here’s a clue: It’s not just the money. We’ll dig in deep and then instruct you on how to allocate your money so that you can retire and STAY retired–financially speaking– THINK Retirement NOW ™ is on the air!!
Market Dips and Bargain Opportunities: Navigating the AI Pullback
The predictable pullback for the biggest names in the AI trade–like Nvidia, Broadcom, and Micron–normal and natural. That said, the SPACE X IPO is likely the biggest culprit. All the signs point to profit taking in the big names to create cash to buy SPACE X, Is this the end of the AI trade? Is it time to jump off a cliff? No, not even close–the goal of a prudent investor is to buy quality stocks making real money in the real world. This “dip” in the market could create bargain opportunities. We’ll analyze and then explore the job explosion for electricians, plumbers, HVAC technicians and carpenters. THINK Retirement NOW™ is on the air!!!
Who We Are
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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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