In this episode, Roger explains the shifting climate around taxes and the type of changes we can expect in the year 2026. He also walks us through the hierarchy of money and how you can effectively use it as a tool to help you prepare for retirement, even in uncertain times.
[av_one_full first min_height=\’\’ vertical_alignment=\’\’ space=\’\’ custom_margin=\’\’ margin=\’0px\’ padding=\’0px\’ border=\’\’ border_color=\’\’ radius=\’0px\’ background_color=\’\’ src=\’\’ background_position=\’top left\’ background_repeat=\’no-repeat\’ animation=\’\’ mobile_display=\’\’] [av_heading heading=\’Avoid Losing Money!\’ tag=\’h3\’ style=\’\’ size=\’\’ subheading_active=\’\’ subheading_size=\’15\’ padding=\’10\’ color=\’\’ custom_font=\’\’
[av_one_full first min_height=\’\’ vertical_alignment=\’\’ space=\’\’ custom_margin=\’\’ margin=\’0px\’ padding=\’0px\’ border=\’\’ border_color=\’\’ radius=\’0px\’ background_color=\’\’ src=\’\’ background_position=\’top left\’ background_repeat=\’no-repeat\’ animation=\’\’ mobile_display=\’\’] [av_heading heading=\’What is Your Income Plan?\’ tag=\’h3\’ style=\’\’ size=\’\’ subheading_active=\’\’ subheading_size=\’15\’ padding=\’10\’
[av_one_full first min_height=\’\’ vertical_alignment=\’\’ space=\’\’ custom_margin=\’\’ margin=\’0px\’ padding=\’0px\’ border=\’\’ border_color=\’\’ radius=\’0px\’ background_color=\’\’ src=\’\’ background_position=\’top left\’ background_repeat=\’no-repeat\’ animation=\’\’ mobile_display=\’\’] [av_heading heading=\’Taxes and Your Retirement, What’s the Plan?\’ tag=\’h3\’ style=\’\’ size=\’\’ subheading_active=\’\’
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.
Even with the pandemic there are still certain financial strategies and investments that are working well for people. Let\’s review each one.
I have spent the past few months looking for options to the rising volatility and risk in stocks, bonds and other markets. Let’s look at some solid options that will work now, and when things get better.
4 Financial Strategies For Success In The COVID Era Read More »
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.
How the Stock Market Has Changed Over the Last 30 Years Read More »
[av_one_full first min_height=\’\’ vertical_alignment=\’\’ space=\’\’ custom_margin=\’\’ margin=\’0px\’ padding=\’0px\’ border=\’\’ border_color=\’\’ radius=\’0px\’ background_color=\’\’ src=\’\’ background_position=\’top left\’ background_repeat=\’no-repeat\’ animation=\’\’ mobile_display=\’\’] [av_heading tag=\’h3\’ padding=\’10\’ heading=\’If I Got Sick and Can’t Work, How Will
If I Got Sick and Can’t Work, How Will I Pay My Bills? Read More »
[av_one_full first min_height=\’\’ vertical_alignment=\’\’ space=\’\’ custom_margin=\’\’ margin=\’0px\’ padding=\’0px\’ border=\’\’ border_color=\’\’ radius=\’0px\’ background_color=\’\’ src=\’\’ background_position=\’top left\’ background_repeat=\’no-repeat\’ animation=\’\’ mobile_display=\’\’] [av_heading heading=\’Will these be the Roaring 20’s?\’ tag=\’h3\’ style=\’\’ size=\’\’ subheading_active=\’\’ subheading_size=\’15\’