Is Your Portfolio Underperforming the Market?

This week, we look a bit more in depth at the Dalbar Report to see what key factors cause investors to frequently underperform the market. Find out how you can use the findings from the Dalbar Report to make smart decisions with your money in this uncertain, volatile time.

By |2020-06-10T18:01:08+00:00May 21st, 2020|Podcast|0 Comments

Long Term Care Needs

Does your retirement plan include the potential costs of long-term care? Are you unsure if you need to even plan for long-term care? On this episode, Chris will discuss some essential facts about long term care and what that means for you. But first, he'll dive into some surprisingly affordable retirement destinations in the Caribbean, as mentioned in USA Today.

By |2020-06-10T18:01:08+00:00October 4th, 2018|Podcast|0 Comments

Win Retirement

What does it mean to "win" in retirement? Chris will show you how removing uncertainty in three key areas of your portfolio will bring you closer to a worry-free retirement where you can focus on what really matters to you. He'll also discuss his perspective on wealth in relation to recent news events, and later he'll get into some listener-submitted questions.

By |2020-06-10T18:01:09+00:00September 20th, 2018|Podcast|0 Comments