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Asking "Are you a fiduciary?" won't tell you everything about a financial professional. Here's a question that will clarify where you stand, 100% of the time.
High-net-worth families need a decent quarterback — a financial adviser coordinating other professionals on the team and keeping an eye on potential threats.
Middle- and lower-income retirees face a growing gap between income and long-term care expenses, forcing advisors to rethink planning strategies.
A well-intentioned tax move can push retirees over a Medicare income threshold, leading to thousands in unexpected annual premiums. Here's how advisors avoid these costs.
We all know it's important for advisors to look out for the best interest of their clients. In this episode we discuss important red flags to watch out for when considering a client/advisor relationsh...
The Actuarial Approach: Employs an easy-to-understand and robust financial metric (Household Funded Status) Permits adoption of easy-to-implement guardrails that suggest future spending changes Uses b...
Looking for a trustworthy financial professional? That term can cover brokers, insurance agents and advisers who don't all have the same standards.
Research shows that many investors fear policy changes could hurt their retirements, but these concerns often go unspoken with financial advisors, creating a planning gap.
Friday the 13th is considered an unlucky day — this year has three. We asked advisors to share their scariest stories of client mistakes.
We have begun working with a new advisor and they went through our investments, health insurance, expected social security, etc. If I retire at the end of 2026 at 60 year old, there is a probability o...
Whether you're hiring your first financial adviser or searching for a new one, looking for these key attributes can help you find the right fit.
Matt Wilson, Keen Wealth's Chief Investment Officer and President, recently hosted an excellent webinar on Tax Planning Through the Four Stages of Retirement. In addition to providing a thorough overv...
Clients may ask if a flat fee is better than a percentage of assets under management, but the real question is whether fees reflect the value of your services.
Jeremy Keil explains 3 smart ways to help your kids with money while avoiding IRS paperwork Early in the year, I received an email from a couple asking a question I hear all the time: “What’s the maxi...
"Carl and Jane" have eight million bucks, and their advisor is suggesting a 130/30 long-short investing strategy. Joe Anderson, CFP® and Big Al Clopine, CPA spitball on whether this is a smart tax mov...
Most people assume the future will look like the recent past. That's called recency bias, and it can quietly wreck a retirement plan. If the market has been strong for years, investors start believing...
Today, I'm thrilled to finally welcome my friend, Geoff Woods, to the podcast. Geoff is the founder of AI Leadership and The AI-Driven Leadership Collective, the author of The AI-Driven Leader: Harnes...
In this episode, James walks through four of the most common income strategies retirees consider today and why many people are still using outdated math for a 2026 retirement. The question is not just...
When investors and their advisors don't focus on how simple investing can be, the result is investment-style chaos. Focus on what matters. The post Investing Doesn’t Have to Be Complicated appeared fi...
As women are living longer than men—on average, 5 to 7 years more—the later decades of life promise opportunities to cherish freedom and fulfillment. Yet, as this International Women's Day episode of ...
Join us as we continue our "Anchors of Retirement Confidence" series, where we discuss four areas of retirement uncertainty plus strategies to replace your anxiety with clarity and control. In part 3,...
Good family meetings bring clarity to estate plans and strengthen bonds. Poor ones turn into ugly battles. This simple tool will help you avoid the drama.
How does fee-only financial advice differ from fee-based or commission-based advice? Knowing the difference is a critical step toward receiving unbiased help.
The retirement mindset mentor George Jerjian explains how a second chance at life inspires him to help coach people into retirement. When George Jerjian was 52 years old, he was diagnosed with a bone ...
New data from J.P. Morgan reveals how retirement expectations diverge from reality, and what that means for advisors helping clients navigate life after work.
Hiding assets or debt from a financial adviser damages the relationship as well as your finances. If you're not being fully transparent, it's time to ask why.
If the spreadsheets and advisors all say that It is safe to retire, you have enough AND You don't LOVE your job (you like it, it's easy, but you're not defined by it) Then... What would keep you from ...
Retiring at 55 is not just retiring ten years earlier. It changes the entire math of your life. From 55 to 65, expenses are often at their highest. You are covering healthcare before Medicare, traveli...
Talking to heirs about transferring wealth can be overwhelming, but avoiding it now can lead to conflict later. Here's how to start sharing your plans.
A resilient retirement plan is a flexible framework that addresses income, health care, taxes and investments. And that means you should review it regularly.
What if the confidence you're searching for in retirement decisions hasn't disappeared, but has simply been drowned out by noise? In this episode, you'll learn: Why retirement decisions feel more emot...
Retirement is a new lifestyle and there are a number of adjustments that folks go through during this life changing event. On this episode we discuss 5 specific “Must Do's” with the objective of provi...
Your spouse wants to remodel your kitchen and several bathrooms in your house. You’ve received a quote for the work for about $100,000. Using a strategic withdrawal approach and a Monte Carlo modeling...
This post is a follow-up to our post of August 23, 2025 where we encouraged financial advisors and DIYers to ditch Monte Carlo modeling and its probability of success metric and adopt the Actuarial Ap...
Jeremy Keil explains the 5 RMD (Required Minimum Distribution) mistakes in Retirement and how to avoid them. A retiree recently called for help. It was their first year taking Required Minimum Distrib...
Professional 401(k) management may help investors navigate higher contribution limits, market volatility, and rising complexity in 2026. This article explains what’s changed, how personalized manageme...
The final five years before retirement are not maintenance mode. They are leverage years. Small decisions made here can outweigh the previous twenty years of saving and investing. In this episode, Jam...
All that cash you have in tax-deferred accounts could launch you into a higher tax bracket when you start withdrawals. It's time to protect your income.
For real retirement security, forget about chasing returns and focus instead on the things you can control: income, taxes, risk-taking and decision-making.
Have you become numb to risk? Is your brokerage app or website fueling your desire to trade? An investment adviser explains why it always pays to be cautious.
Why head south for the winter and pay for two properties when you can have a better lifestyle year-round in a less expensive state?
Hana's mom is 92. Mom's husband is 74, and after years of trying to help a family member, nearly a million dollars is gone. How do they stop the bleeding before it's too late, and how much can they sp...
Sometimes, I wonder about people who can't decide if they want an advisor or if they illogically want to manage just part of their portfolio. The post Why Do People Partially Engage with the Financial...
Happiness expert Monique Rhodes explains why retirement often feels disorienting at first — and how creating a personal retirement roadmap can turn this transition into one of the most fulfilling stag...
Gary Zimmerman of Max® explains how to utilize your cash asset in retirement. Cash is one of the most overlooked assets in retirement. Here’s how retirees can earn thousands more in interest while kee...
What if the real measure of a successful retirement isn't what you've built, but who you've been, and how your money supports the life you want to be remembered for? In this episode, we discuss: Resum...
Today, I'm excited to welcome Dr. Sharon Bergquist to the podcast. Sharon is a board-certified physician, research scientist, founder of Emory Lifestyle Medicine & Wellness, and an internationally rec...
How can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer.
If you're worried about a shortfall between your income and expenses in retirement, you're not alone. But there are ways you can make up the difference.
For many people, retirement feels less like a reward and more like a financial cliff. In this episode, we break down seven key factors that lead to a more financially stable retirement. You'll learn h...