Podcast
Think
Retirement
Now.
The Shocking 2026 Stock Market Forecast & The Gender Gap in Risk
Wars, assassinations, inflation!–which way is the stock market headed by the end of 2026… up or down? Today, we’ll review the results of the Semi-Annual Barron’s survey of large money managers overseeing $billions–their projections may shock you! Then we’ll explore the difference in risk tolerance between men and women…Who is more risk averse? You may also find that answer surprising! THINK Retirement NOW ™ is on the air!!!
Hidden Accounts & Golden Years: Protecting Your Marriage and Future
Money and marriage often do not mix well, according to the latest data on marital splits. The real culprit: secret and/or hidden accounts. Today, we’ll explore how sports betting, shopping apps, and other items kept from the other partner are dashing relationships.Then, we’ll dig into practical and common-sense retirement strategies. THINK Retirement NOW ™ is on the air!!
AI Can’t Haul SQUAT: Investing in Railroad ‘Legal Monopolies’ and Planning for Higher Retirement Costs.
Warren Buffett has often said he loves investing in “legal monopolies”–one reason he has always been a serious investor in railroads. Artificial Intelligence can do many things but it can’t haul SQUAT! Today, Steve reviews a railroad stock that many alert investors appear to have their eye on–88% analysts have it rated a buy or strong buy and outperform. That story in segment 1, then a hard look at a Duke University study that demonstrates that most retirees will spend MORE in retirement not less than their working years. Reality refutes the common misconception that you’ll only need 70% of your working income in retirement. You have questions, we have answers…THINK Retirement NOW! ™ is on the air
The Sinking Ship Metaphor: Securing Your Financial Future When the Stock Market Gets Choppy.
What do sinking ships have to do with the stock market and your plans for retirement? In this episode, we explore the recently solved mysteries of two sunken and recovered “Ghost Ships”, then tie it in with your plans for smooth sailing in retirement. A great story for you today, THINK Retirement NOW™ is on the air!!
The Great American Success Story of WD-40, Inc.—Plus, a Secret Formula for Retirement
One of the most successful companies in USA history is “WD 40, Inc.” But was that always the name? When and how was it invented? What’s the secret formula? AND… Why does it smell so darn good? This riveting story of Americana and financial success is one for the books! Don’t miss it— then, Steve uncovers a secret formula for turning your retirement investments into a permanent money machine…THINK Retirement NOW™ is on the air!!
From Disaster to Opportunity: How History Guides Modern Retirement Strategy
The Iran military action is creating a predictable hiccup in world markets–BUT it is also helping us avoid a major economic convulsion– had Iran gotten a grip on nuclear capability. As an investor, how do you react (or overreact) to crazy world events? Steve analyzes this market from a professional standpoint, then reviews how disaster turned into opportunity during one of America’s darkest hours. Opportunity always presents itself when things look like they can’t get worse. An intriguing show you don’t want to miss–THINK Retirement NOW is on the air!!!
From Disaster to Opportunity: How History Guides Modern Retirement Strategy
The Iran military action is creating a predictable hiccup in world markets–BUT it is also helping us avoid a major economic convulsion– had Iran gotten a grip on nuclear capability. As an investor, how do you react (or overreact) to crazy world events? Steve analyzes this market from a professional standpoint, then reviews how disaster turned into opportunity during one of America’s darkest hours. Opportunity always presents itself when things look like they can’t get worse. An intriguing show you don’t want to miss–THINK Retirement NOW is on the air!!!
From Disaster to Opportunity: How History Guides Modern Retirement Strategy
The Iran military action is creating a predictable hiccup in world markets–BUT it is also helping us avoid a major economic convulsion– had Iran gotten a grip on nuclear capability. As an investor, how do you react (or overreact) to crazy world events? Steve analyzes this market from a professional standpoint, then reviews how disaster turned into opportunity during one of America’s darkest hours. Opportunity always presents itself when things look like they can’t get worse. An intriguing show you don’t want to miss–THINK Retirement NOW is on the air!!!
The Global GPS Crisis: AI Jamming Risks and Your Financial Future
Is AI jamming technology creating a world of GPS “Dead Zones?” Yes, says the Wall Street Journal–a full report regarding both the dangers AND OPPORTUNITIES created by an aging GPS system. Then, field-tested financial planning strategies to enhance your own opportunites (and your own aging)…THINK Retirement NOW™ is no the air!!!
Patience Pays: Saving Money by Slowing Down Shipping, Plus Reducing Financial Worry
Still waiting for that package from Amazon? Online retailers have learned that customers have become more patient. They now care more about SAVING money than getting their stuff immediately. As the costs of fast shipping have gone up, retailers including Amazon, are offering better prices if you’re willing to wait a day or two (or three.) We’ll explore a Wall Street Journal report in Segment 1. In Segment 2, we’ll explore why many people–maybe you–worry so much. Wars, market crashes, jobs, retirement, kids, parents–there’s plenty to worry about. Let’s see if we can reduce the worry for you–at least financially!…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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