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The 5 Phases of Dealing With Market Volatility

If you are like most of the people, I have been speaking with over the last few months, they are concerned about volatility. Extreme movements in your investments can be hard to deal with.

Taking a Moment for Gratitude: Thanksgiving 2018

These days life can be so hectic, it is easy to get caught up in the day to day demands and distractions and forget all of the things in our lives to be grateful for. Besides the demands on our time from work, family and the day to day responsibilities, there are significant demands on our emotions. With crazy political gyrations from all sides and the constant stream of disasters, natural and otherwise, it is easy to feel like there is no point, so why try?

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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.

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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 that point, you can get buffeted back and forth with these different strategies and different challenges. Clark: You’re listening to “Retire Happy” with Roger Gainer, […]

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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 the puzzle to financial security, happiness, and peace of mind in the long run. There’s a lot of ways to approach it, but stumbling into […]

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.

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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 and overwhelmed by this decision making process and understanding what they’re investing in. So this is my great concern is cutting off a large chunk […]

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.

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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 with my feet up on the coffee table. Clark: You’re retired happy. That’s what it is. Andy: Yeah. Clark: I love it. You are listening […]

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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 that catches the news, inevitably, the crooks follow in the wake and try to snag people who are naturally nervous. Clark: You’re listening to Retire […]