Celebrating 30 Years, Has Anything Changed?
I recently celebrated my 30th Anniversary in this business. It’s actually been a lot longer, but I don’t count my years as a commodity broker.
Podcast: What the Raising of Rates by the Feds Means to You
The following is the transcript from Episode 18 of Retire Happy with Roger Gainer, a financial and business audio podcast. Roger: People always are afraid of change. It\’s human nature.
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The Top 5 Financial Advisement Questions Clients are Asking Me Today
Clients ask questions all the time. Usually they are based on a conversation with a friend or associate, or sometimes another family member. Lately, I have noticed a significant increase in people asking the following 5 questions. I am not sure why, other than many of them are concerned over the current volatility and uncertainty many are currently experiencing in their lives or in their minds. Whether it is due to politics, stock market activities, changing interest rates or the increase in frequency and severity of natural disasters, I don’t know. What I do know is these are questions that are making many of them uncomfortable, with many reporting it is starting to affect their ability to relax and sometimes, sleep.
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Podcast: Myths of Wall Street
The following is the transcript from Episode 17 of Retire Happy with Roger Gainer, a financial and business audio podcast. Roger: If you wanna be happy for the rest of
Are Your Kids Going Off to College this Year?
If you have a child going off to college this fall, and they are over the age of 18, don’t say goodbye until you have taken a simple step to avoid potential disaster.
How Smart is Warren Buffet?
If you know who Warren Buffet is, great. If you don’t, you probably should. Warren Buffet is called by many; “The Oracle of Omaha” for his long-term investing viewpoint and his even longer-term success as an investor. He is the CEO and chairman of Berkshire Hathaway (which owns GEICO among other insurance holdings) and through that insurance company owns significant interests in some of the biggest and most successful companies in the market today.
Is This a Good Time to Pay Off My Mortgage?
This is one of the most frequently asked questions I have heard over the years. Just today, a tax preparer in my building stopped by my office to ask the same question. She told me that she has been getting a lot of calls lately from her clients who have sold an asset, gotten a bonus or inherited some money. She wanted to know if there was a rule of thumb that she could share with her clients that would let them know if it made sense or not to pay off the mortgage.
Podcast: Revisiting Equifax
The following is the transcript from Episode 16 of Retire Happy with Roger Gainer, a financial and business audio podcast. Roger: I saw an estimate that over 10% of all
What the Raising of Rates by the Fed Means to You
At last week’s meeting of the Federal Reserve Board, they announced that they would be increasing interest rates for the second time this year and that they intended to increase rates 2 more times before the year is over. That would be a total of 4 increases, instead of the 3 that were anticipated by Wall Street. Considering how long we have lived in a super low interest rate environment, many people are worried that rising rates will undermine our economy and be a catalyst for drops in the stock, bond and real estate markets.
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Podcast: Tax Reform & How To Prepare For Uncertainty
The following is the transcript from Episode 14 of Retire Happy with Roger Gainer, a financial and business audio podcast. Roger: Purpose is understanding your why. Without that purpose, without
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