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Epstein & White
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In research for the show each week, we come across some really unique and fun information and some that is also timely. Brad came across a survey of 200 financial advisors across the United States conducted by Edward Jones, The survey says th
Well, the age old question might be today, should I trade in an old annuity? I’ve had this for awhile, I don’t know as much about it now as maybe I did then. Sometimes we buy something and a decade later we’re like, why in the heck did I buy
If you’ve been paying attention you know that interest rates have been on the rise, but Jerome Powell and the fed reserve have raised interest rates on a number of occasions over the last 18 months to two years and are likely to do it ahead thi
It’s not often that we start a show talking about financial advisors and what it is that the role in financial advising, especially when it comes to retirement income planning truly is, but today we Brad reminds us exactly what it is and how he
Well, if you're a movie aficionado, the Matrix might be something you've consumed once or twice and of course it's morphed itself over time and sometimes a retirement can feel like that. You're diving in one place and popping out of another an
When we get to retirement, all our working career we do the working and we get money for that work. During retirement, we need to make that money do the work while we get to enjoy the fruits of our labor, but there are some principles of retir
We know that many of you have had this question on your mind, because Brad has been fielding this question. What is going on with the US Dollar? Brad gives us the latest on todays show.
March is known for madness, but 2023 that madness might mean something else in the banking industry. Brad breaks it down for us in todays show.
What should retirees be happy with when it comes to their money? Should they earn 4%? Should they earn 8%? What should we be happy with when we get to retirement and we have this nest egg of cash? Brad discusses in todays show.
We all have felt the impact of rising interest rates. Last year, the fed raised rates by 50 basis points a number of times. Already this year, they’ve taken a 25 basis points rise to the interest rate. So how does this effect your retirement
A lot of people are in retirement, heading into retirement or almost retiring and their thinking hmm, what do I do with this money I’ve been saving in my 401k, a TSP or a 403b for all these years? Maybe you worked at one job. So what do you d
Well, we’re into a new year, but as people often tend to do even when they’re in that first month or six weeks of the year, they’re getting tax stuff ready and looking back on What Just Happened? And for some maybe they retired in 2022. Maybe
Well, we’ve begun a new year and we look back on 2022 and the bar was a little lower than what we thought going into last year. What should we do now to prepare ourselves financially for 2023?
As we wind down the year 2022 and head into 2023, some people might be saying this last year has been not so great. I’m just going to hunker down or I’m going to wait, well is that the right strategy? If you have zero advice it could be the w
Putting together a checklist anytime is not a bad thing at all, but when it comes to ending one year and beginning another a checklist can be very key.
We’re winding down the year 2022 and we want to talk about some of the lessons we’ve learned from this year because we certainly know that you all have learned plenty of lessons this year. One that rises to the top would be Interest Rates. Wh
Since 1950, all 18 midterm elections have been followed by an up year for the stocks. The stock market says, this is what we tend to do when it comes to elections at the midterm.
The text book definition of a recession would be a fall in the GDP over two consecutive quarters. So by the text book we should be in a recession right now, but economists have been back and forth on this and Brad has met with many clients abo
As we head towards the final quarter of the year and we head towards a new year in 2023, we know that markets are still up and down, inflation is still there, we know that social security has been raised. The cost of living increase next year
Risk is uncertainty about lifetime consumption. Long story short, you should know how to define risk. Is it the likelihood something can lose money? Is it how much it can possibly go down? Or is it just volatility along the way? Brad expla
Over the past 6 months the US created an average of 381k jobs per month compared to pre pandemic pace of less than 200k. This is a good thing because as the fed raises rates hoping to cool the economy down and therefore inflation, this provide
The benchmark S&P 500 Index’s recent rebound has brought it more than halfway back from its 2022 low point in mid-June, which is an encouraging sign for many investors. It’s certainly one of the most statistically reliable signals in the stock
Let’s say you have a rental property that you bought a while ago. In San Diego that means you have HUGE gains in that house, and if you ever sell it will be a capital nightmare. Brad offers some tips on how you could potentially get rid of th
Don’t forget about what you can and can’t do before Full Retirement Age!
Long story short is you could be earning more than 4% completely guaranteed on your money right now. Brad explains in todays episode.
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