Podcast
Think
Retirement
Now.
Think Retirement Planning Brief 8/12/26
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!!
Investing in the Ozempic Era
F-A-T spells fat, and fat has become big business with GLP-1s and now with beauty fixes for what is being called “Ozempic Face”. (yeah, it’s a real thing). Believe it or not, it could be an investment opportunity if you are so inclined. Steve reviews a Wall Street Journal report in Segment 1, then zeroes in on cutting edge retirement strategies in segment 2. THINK RETIREMENT NOW ™ is on the air!!!
Think Retirement Planning Brief 8/7/26
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 8/5/26
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 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!!!
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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