Jul 28, 2017

How do you protect your investments when the market ultimately corrects itself?

Main Questions Asked:

What does complacency look like in this market?
How do we avoid letting greed and fear take over?

Key Lessons Learned:

The Market

• The most common form of complacency is that people will think “this time is...

Jul 21, 2017

The six actionable strategies to make sure you get the most out of every dollar you save for retirement.

Main Questions Asked:

What are the six actionable strategies?

Key Lessons Learned:

Retirement Strategies

• The conventional wisdom is hurting people, the more money you save for retirement the less the conventional...

Jul 14, 2017

The biggest myths and assumptions people make around social security.

Main Questions Asked:

What are some of the myths around social security?

Key Lessons Learned:

Social Security

• The first myth is that you will get out what you paid into the system. This may be completely untrue depending on your situation.
• The...

Jul 8, 2017

Joel talks about the two different groups of people and how they approach planning their retirement.

Main Questions Asked:

• Let’s talk about getting your retirement into the fast lane.
• How should we address inflation, taxes, and the cost of healthcare? What about our essential expenses? What is the importance of...