by libsyn | Sep 27, 2025 | Podcast
According to the Wall Street Journal, the rise of technologies that help the elderly stay in their homes threatens to upend one of commercial real estate’s biggest bets: Senior housing. While there is no question that there has been a boom in senior...
by libsyn | Sep 27, 2025 | Podcast
Older Americans are selling off the stock market, slowly but relentlessly…. to junior generations. According to CNBC, Baby boomers own an outsized helping of the market and are constantly reducing it–due to RMDs and other factors. This is a process...
by libsyn | Sep 27, 2025 | Podcast
A new landmark retirement study has found that the number of Protected Households has risen for the first time since 2018. The Alliance for Lifetime Income’s annual Protected Lifetime Income Study revealed a total of 3.1 million NEWLY Protected...
by libsyn | Sep 27, 2025 | Podcast
We all enjoy making good money on our investments…. AND, We all would prefer relatively calm markets with no abrupt surprises, no disappointments, and no shocking draw-downs. But that is living in a dream world. Like it or not, we happen to be living at one of...
by libsyn | Sep 27, 2025 | Podcast
The two largest assets of most middle and upper middle-class households are the family home and the 401(k) or other employer-sponsored plan. These assets form the core of almost every American family’s financial security. How important are these...
