Podcast
Think
Retirement
Now.
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!!!
The AI Infrastructure Boom: Real Numbers vs. The 2000 Market Myth
Investors continue to wonder if they are investing in a bubble–like the Internet stock bubble of 2000. But today we go over the numbers to reveal a surprising reality–today’s market has virtually no similarities to 2000. Why? Because the underlying build out of the AI Infrastructure points to substantial profits to come for the companies we like to invest in. In this episode, we’ll examine the numbers by Pew Research on why the build out of AI data centers continues at a massive pace. Then some asset allocation guidance for your retirement strategy. THINK Retirement NOW ™ is on the air!!!
AI Bubble or Retirement Security? The Proven Strategy for Growth, Protection, and Safe Cash Flow.
As the market keeps climbing to new high’s several things are true: 1) Many analysts see it as a bubble that will burst 2) Just as many point out that the incredible earnings growth of AI companies justify the high prices 3) One day, the market will correct. As an investor of retirement age, how do you play it? Door #1: Walk away completely, or Door #2: find a way to stay in the game while protecting your retirement? I like Door #2 and will reveal the proven strategy for growth, protection, and safe cash flow. THINK Retirement NOW™ is on the air!!!
Beyond Luck: Cutting-Edge Retirement Strategies for Permanent Income Security.
Today, hear the story of Dave and Ellen, who decided to retire once Dave’s 401k hit a million at age 62–without a clearly defined plan for permanent retirement income. They were debt-free and not lavish spenders. What could go wrong? Let’s hear about what actually did happen–and what LUCK had to do with it… You may be taken aback. Then in Segment 2, more cutting edge financial planning strategies for retirement that are NOT based on luck. THINK Retirement NOW ™ is on the air!!
AI Revolution or Bubble? Essential Facts to Make and Keep Your Fortune.
Smart investors have learned the AI Revolution is no fluke. They’ve made money. Owning the right stocks has rewarded investors handsomely. Still, many people are fearful. “Is it a bubble?” When will it end? Today, some facts that no investor can be without–facts that may not only make you a fortune–but keep you from losing it. Then some practical advice on fishing and annuities. THINK Retirement NOW is on the air!!
The $500,000 Retirement Dilemma: Should You Sell Your House and Rent?
“I’m planning to retire at 60. Should I sell my house and invest the $500,000, AND RENT INSTEAD? It would give me $1,300 a month extra cash flow and I could invest the lump sum.” Today let’s look at this financial “Dear Abbey” question. What would YOU do? The full story in segment 1, and then some direct planning strategies for you in segment 2…THINK Retirement Now is on the air!!!
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
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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