Podcast
Think
Retirement
Now.
THINK Retirement NOW 12/3/25
THINK Retirement NOW 12/2/25
A quick look at where the Market stands after Thanksgiving and Cyber Monday, then we explore the explosion in Crypto investing in the Military, reviewing a Wall Street Journal report on where 20% of the demand for Crypto speculation is coming from. Then, a startling report on how the DNA/Descendant website “23&Me” is bringing distant, unknown relatives out of the woodwork to make estate claims. Is your plan up to date? Find out, THINK Retirement NOW is on the air!!
THINK Retirement NOW 11/26/25
The market continued to inch higher on Tuesday, leading into the Thanksgiving Weekend and Black Friday. We’ve got the complete story for you on why Nvidia fell on Tuesday while GOOGL went up–and why BOTH look like buying opportunities. U.S. stock and bond markets are closed Thursday, Nov. 27, for Thanksgiving Day. Trading picks up again Friday—but the days are shortened: The stock market closes at 1 p.m., while the bond market is set to close at 2 p.m. The story of the market is price versus value–value ultimately wins. THINK Retirement NOW is on the air!!
THINK Retirement NOW 11/25/25
The government shutdown injected fear and uncertainty into the markets. Many investors ran for the hills, resulting in many popular stocks receding. Since the end of the shutdown, stocks have gained momentum once again. During the shutdown, stocks fell, but so did Bitcoin. Is there an actual correlation between Bitcoin and the NASDAQ 100? The answer is yes, and it happens in the realm of pre-programmed, algorithmic trading (the robots). On Monday, the 24th, stocks recovered nicely–partly because the Fed now looks like it will be lowering interest rates, and so many companies are reporting earnings growth. The complete scoop in today’s episode… THINK Retirement NOW is on the air!!
THINK Retirement NOW 11/20/25
The stock market suffered over 40 days and 40 nights of shutdown jitters, which put a dent in the economy, in the markets, and in the confidence of many investors. On Wednesday, 11-19, Nvidia put fears to rest with blowout earnings results, lifting almost all boats. Where do we go from here? The full story in Segment 1, then we delve into the biggest challenge for the current administration–solving the health insurance crisis. And it IS a crisis, especially Medicaid. The full story in Segment 2 about WHO the real culprits are–and it may surprise you. THINK Retirement NOW is on the air!!
THINK Retirement NOW 11/19/25
The market continues to wait for the Big Kahuna–Nvidia–to drop its earnings report after the market close on November 19th. So, what’s the big deal with earnings? Why do they matter so much? We’ll make it simple for you in the first segment, then address the act of WORRYING in segment 2. We all worry about things, but are you worried about things that will likely not happen? Hear what top psychologists have to say–and how to fix it. THINK Retirement NOW is on the air!!
THINK Retirement NOW 11/18/25
Market got you down? If you are an investor in quality companies making real money in the real economy–and you have a smart financial bucketing plan with plenty of liquidity and fixed income on tap for your retirement, there is simply nothing to worry about right now. Learn why in today’s episode…THINK Retirement NOW is on the air!
THINK Retirement NOW 11/13/25
Is the market too high? Is Artificial Intelligence just a flash in the pan, or a serious shift within the world’s economy that has legs for a long time? We seek EVIDENCE, and today we explore yet another example of why AI appears to be in the EARLY innings. Then we delve into the essentials of setting up your retirement Bucketing Strategy. THINK Retirement NOW is on the air!!!
THINK Retirement NOW 11/12/25
Why did Softbank sell $5.8 billion dollars worth of Nvidia all of a sudden? Is the AI trade in trouble? We’ll tell you why Softbank is in the first segment and whether or not Nvidia is in trouble. Then we’ll explain why more retiring engineers and medical personnel are choosing lifetime guaranteed fixed income for all or part of their 401 (k) rollovers in Segment 2. THINK Retirement NOW is on the air!!
THINK Retirement NOW 11/11/25
The end of the government shutdown is just what the stock market was looking for–what you need to know. We’ll dig into the markets and then dig into Spousal Income Planning for retirement. Learn what the smart money is doing to make sure their spouses are covered for life–without buying life insurance. 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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