Mon, 26 May 2014
14: Jon Chevreau: Discusses His Book Findependence Day and Host Roger Whitney Talks About a Recent Cyber Attack on His Practice
Want a great gift for a graduating high school or college senior?
Jon Chevreau’s book, Findependence Day, is a great gift that teaches important financial lessons within an interesting fictional story of a young couple walking through life.
Are Your Password Safe?
Last week a client of ours had his e-mail hacked. The hacker then requested a wire from the client's account. Our security measures prevented it (Thankfully). The story should make you seriously consider being more diligent about using strong passwords. I explain how I manage my passwords.
Want access to the free Retirement Answer Library?
This week we introduced this great resource to help you find the answer to your retirement questions.
The Library includes worksheets and checklists to help you plan for and live in retirement. Each month new resources are added based on client and reader questions. Together we can build a library to Plan Well and Invest Wisely for retirement.
In Honor of Those That Serve
A big thank you this week to Frank Gustafon of One Bold Move for his service and for leaving a review of the podcast in iTunes. Frank is a Marine and has a great podcast for Service Members.
Lead like a Marine is a weekly podcast focused on helping Marines and other Service Members translate their leadership skills and abilities as they transition back into the civilian job market. We interview those who “have been there and done that”. Great stories of successful transition into the civilian marketplace.
If you enjoy the podcast and are so moved, I sure would appreciate a honest review in iTunes. It would help us build the Plan Well community which helps everyone make smarter financial decisions
Happy Memorial Day Friends
Direct download: PWIW_5.26.14.mp3
Category:Finance -- posted at: 10:08am CDT
Sun, 18 May 2014
Johns Hopkins University's Center for Innovative Care and Legg Mason recently issued a study titled "Aging and It's Financial Implications: Planning for Housing.
Kathleen Pritchard, Managing Director with Legg Mason, talks with host Roger Whitney about the importance of planning ahead for housing during retirement
There are three typical phases during retirement. The:
By planning ahead for each of these phases, you can make smarter financial decisons and maintain control over your lifestyle choices.
There are five basic housing options for retirees:
You can find due diligence worksheets to help you find the option that is right for you at rogerwhitney.com/worksheets
Direct download: PWIW_5.19.14.mp3
Category:Finance -- posted at: 9:04pm CDT
Mon, 12 May 2014
"He who asks a question is a fool for five minutes; he who does not ask a question remains a fool forever." - Chinese proverb
There really are no stupid questions.
We're told this all the time but I don't think most of us truly believe it. As a result, we leave many very important questions unasked. When your planning for your financial future this can be, at best, an inconvenience, at worst, financially devastating.
The mission of this blog and my podcast, PLAN WELL INVEST WISELY, is to help you make smarter financial decisions and answer those retirement planning questions that keep you up at night.
Have a question? Ask me here
In this week's episode, I answer questions from three listeners.
Have a retirement planning question you'd like answered? Ask me here.
Direct download: PWIW_5.12.14.mp3
Category:general -- posted at: 8:57am CDT
Sun, 4 May 2014
Over the last 20 years studies show that the average investor greatly under performances the stock and bond markets. Why do investors underperform virtually every capital market?
In this week's episode, I speak with Weston J. Wellington a Vice President with Dimensional Fund Advisors about how you can make smarter investment decisions and possibly improve your investment success. Mr. Wellington is an expert in behavioral finance and investing with over 35 years of experience in the investment industry.
Direct download: PWIW10.mp3
Category:Investing -- posted at: 6:02pm CDT