Financial Plans

Retirement Strategies, Investments, & Risk Management

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Avoid Losing Money!

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Podcast: What is Your Income Plan?

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Taxes and Your Retirement, What’s the Plan?

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Putting 2020 Into Perspective

No one could have predicted 2020 would end with a global pandemic, and what\’s to come for the rest of 2021 is anyone\’s guess. But in this episode, Roger offers advice on how to live with and face up to the things in life we can control, and how to let go of those we can\’t. We\’ll also unpack what we need to be thinking about to gain the confidence to navigate the unknown still ahead, all while putting 2020 into perspective.

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How the Stock Market Has Changed Over the Last 30 Years

Over the past few decades there has been an explosion of strategies and money flows from institutional investors (pension plans, hedge funds, etc.) relative to the market participation of individual investors. This dynamic change has made it more difficult for individual investors to be successful due to these imbalances in market participation.

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If I Got Sick and Can’t Work, How Will I Pay My Bills?

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