In Part 1 of making the most of COVID-19, we will discuss how to make the most of your investments. What to do when markets take big twist and turns What actions you should take In part 2 next week we will discuss maximizing your life during this time. Making the most [...]
In this episode, we will discuss how to withdrawal money while you are in retirement to fund your lifestyle. How to withdrawal with keeping taxes in mind Withdrawal strategies Withdrawal in different market environments - bull or bear Show Notes: Always consider taxes when withdrawing money. Are you pulling from a pre-tax [...]
"If you believe you can change - if you make it a habit - the change becomes real." -Charles Duhigg In today's episode we will cover: How to create a good habit How to break a bad habit Habit stacking Habit Tracking Check out this episode! Show Notes How to build a good [...]
In today's episode, we are talking about how to design your best life. Your ideal life. My experience with: Have - do - be Personal vision Lifebook - 12 dimensions of our life Call to Action: Sign up for Lifebook and start the process of changing your life Today! Use a habit [...]
Did you figure out your asset allocation from our last episode? Was it where you wanted it to be? How far off was it? Did you define your rebalancing strategy? Committed to stick to your asset allocation and rebalancing through thick and thin in both bear and bull markets? In this episode we [...]
Quick Recap of Episodes 5 and 6 where we talked about investing: Make sure you are learning from the right resources Independent resources: i.e - John Bogle, Burton Malkiel, Charles Ellis, William Bernstein, Larry Swedrow, Daniel Solin, Rick Ferri, David Swensen, Frank Armstrong III, Warren Buffett Avoid the salespeople and being careful on [...]
Did you take that one piece of action from episode 5 and pick up a book from an independent resource? Try to read 1-2 financial books a year on minimum and astounding things will happen over your lifetime. The compounding effect of accumulating knowledge from the right sources can change the course [...]
In this episode we will cover: What to do before you start investing your money Key attributes of a great investor Resources on investing Types of investments Show Notes/Resources: Enron Economic bubbles Other - books, websites, and videos Return on Stocks vs gold vs silver comparison Independent resources: i.e - John Bogle, [...]
In this episode we will talk about: How to figure out your current savings rate How to increase your savings rate Why would you want to increase your savings rate Our strategy for consistently saving a huge chuck of our money each year What is the minimum savings rate you should strive [...]
In this episode we will talk about Where the average american spends their money according to the Bureau of Labor Statistics - particularly the big 3 areas. How can we as consumers do a better job of spending and planning in those areas The Largest Spending Categories for the Average American Consumer [...]