Podcast: Risk
The following is the transcript from Episode 15 of Retire Happy with Roger Gainer, a financial and business audio podcast. Clark: Risk is present all the time and the difference in […]
Podcast: State of the Art Income Planning
The following is the transcript from Episode 13 of Retire Happy with Roger Gainer, a financial and business audio podcast. Roger: Retirement income planning is really the critical piece of
Are You Guaranteed a Happy Retirement?
As I look out the window of my office, it reminds me how lucky we are to live in such a beautiful place. Not only is it beautiful, but people who are lucky enough to call this area home, according to the state of California and the Journal of the American Medical Association, they also live longer.
Podcast: Learn More About a Fiduciary Rule & Robo-Advisors
The following is the transcript from Episode 12 of Retire Happy with Roger Gainer, a financial and business audio podcast. Roger: A lot of people are just plain intimidated
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Do You Have Enough to Retire?
During a recent conversation with my wife’s friend, she mentioned that her financial planner advised her to work three more years before retirement. Since she doesn’t particularly like her current job, I asked if she would like to retire now and she said she hadn’t acquired a large enough nest egg based on what her adviser told her. I asked her how much income she needed and she didn’t know.
Podcast: Client Spotlight: Meet Andy
The following is the transcript from Episode 11 of Retire Happy with Roger Gainer, a financial and business audio podcast. Andy: Well, I\’m sitting out on the sun porch
The Markets Are Going Crazy, Should I Be Worried?
The last couple of weeks have been a reminder that the stock market is full of surprises, like them or not. We’ve seen daily fluctuations of 500 or 1,000 Dow points to be the norm, not the exception, which is a volatility we have not seen in a long time.
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Podcast: It Can\’t Happen to Me
The following is the transcript from Episode 10 of Retire Happy with Roger Gainer, a financial and business audio podcast. Roger: Anytime we see a major disaster or something
How to Safeguard Your Retirement Savings
In 2017 I heard from more clients, associates and friends about being scammed or nearly scammed. Over the past three or four months, there has been a major increase in scams, viruses, ransomware attacks and identity theft schemes. Given the current state of affairs, I would expect there to be many more, and more sophisticated, threats to surface in the upcoming year. Those who take a few minutes now to plan and protect what you have worked so hard to create, will likely safeguard their wealth from the variety of threats out there.
The 3 Things to Secure Your Retirement Dreams in 2018!
As the new year begins, looking back, how was 2017? Did you accomplish everything you set out to do? Do you look at it as a good year or bad year? Each year, at this time, I like to take a few minutes to look back, review some of the highlights (and lowlights) and then take a look forward.
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