One of the biggest things that retired Americans are doing that costs them serious money is home improvements.[i]  Either by fixing up their existing home to sell or merely to finally have the home of their dreams, newly retired seniors are throwing away their money believing that these kind of home improvements will actually prove …

Continue reading “How to AVOID Losing Your Money In Retirement”

Happy Independence Day! 🇺🇸 It’s a great time to consider how you exercise your Financial FREEDOM. Financial planning used to be simple. Today there are infinite possibilities – some good – some bad. You want sustainable Passive Income in your Golden Years? Now is the best time to optimize your money – create stability and …

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The Federal Reserve is at it again.  Raising interest rates, as if they have some crystal ball that tells them what only God could know, what is a fair and authentic interest rate. Here’s the crux of the matter.  The U.S. monetary system depends on deposits, loans, and interest to fuel it.  If the Fed …

Continue reading “Your Retirement Plan Is Getting Shoved Around again, but here is How You Can Prevent It”

Millions of Americans are finding out the hard way that the money they were promised for their retirement is gone!  Which means it is NOT there for them. That’s right.  People don’t want to talk or hear about it, but according to the latest research out of Boston College, 1 out of 4 corporate pension …

Continue reading “What Happened to Your Retirement”

What a loaded question! So many variables – and most likely, some still unknown. But it is important to have some idea of where you want to go so you can plan and save to get there. Today we explore a few high-level examples to reveal how much you might need for retirement. How much …

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Pension plans have for the most part disappeared unless you work for the government.  And defined contribution plans (401ks) have and continue to fail in bridging the income gap which independent retirement accounts (IRAs) and social security were supposed to fill.  That being said, those aware of smart money management principles often encourage their clients …

Continue reading “How to Purchase More Money for Your Retirement”

 Five-hundred and 2 days ago, from the time of writing this blog, a new president of the United States has “slashed regulations that strangle the economy by nearly $2 trillion a year.”[i]  Which has increased the wealth of U.S. households $7.1 trillion![ii] This, all in spite of what the Economic Policy Institute or the Brookings …

Continue reading “How to Benefit from Less Regulation (Both Now and In Your Retirement)”

This is a short clip from John McFie’s presentation about Retirement Income Strategies at the 2017 Wealth Summit. Enjoy!

Over 4 million people will retire this year.  That’s nearly 11,000 per day!  And nearly 9 out of 10 of them all have the same worry: “Will I out outlive my money?”[i]  Many accountants and financial planners run financial models to assure their clients that they will have the money they need to meet future …

Continue reading “The Number 1 Retirement Worry of Today”

Planning for Retirement and future Passive Income are top priorities for many people we talk with on a weekly basis.  Today on Wealth Talks, discover why the “4% rule” is no longer relevant and some things you can do now to start planning proactively for your future. Also see: Retirement Remastered – Smart Strategy for Passive Income in Your Golden …

Continue reading “Retirement and Passive Income EP.102”