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Aug 7, 2020

A website called “Intentional Retirement” argues that there’s actually a positive side to the COVID-19 pandemic, because it forces us to examine our financial shortcomings.  Kevin talks about looking at people’s retirement “problems” and finding ways to turn them into retirement “opportunities.” Then,...


Jul 31, 2020

In the past few months, everyone's life has been affected by COVID-19 in one way or another. Now is a great time to assess any "damage" of COVID-19 on your finances, health and your retirement. 

How has this pandemic impacted your finances? Your health? Your retirement or planning for retirement? Do you know any of...


Jul 24, 2020

If you think 2020 has been a rough year, you’re probably happy that it’s half over!  July also means that it’s time for a mid-year portfolio check-up.  And Morningstar’s Christine Benz says you should start by reviewing your asset allocation. What does that mean and how can Kevin help you? Plus, How do we...


Jul 20, 2020

It’s no fun talking about taxes … but it’s a conversation we all need to have.  We asked some of our listeners if they think their taxes will go up … or down … after they stop working….   So, which is it?  Do taxes typically go up, down, or stay the same when we leave the workforce? Kevin talks about tax...


Jul 10, 2020

Forbes says the Social Security Administration won’t recognize a financial power of attorney.  So, if you didn’t work with a professional who was aware of that, you might have a serious hole in your estate plan.  How can you make sure your Estate Plan is done the right way?

Plus, Kevin talks about his My Employer...