Connect with an advisor.

Give us your name and email, and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone

Zip Code*

About

Phone:

Email:

Podcast Archive

Living Past Your 100th Birthday

02/03/2018

There are over 450,000 people over the age of 100. Humans are living longer than ever, but are they ready for the longer retirement that comes with that? Ron & Paul will teach you how to prepare yourself for a longer retirement than you expected.

Topics: Longer Retirement, Living Past Your 100th Birthday

Co-host: Paul West

Preparing for Unexpected Retirement

01/27/2018

It’s a fact … 60% of Americans will retire unexpectedly. Learn 5 steps to prepare yourself now … no matter what curveballs life throws your way.

Topics: Unexpected Retirement,

Co-host: Paul West, Jim Caldwell

The Daunting Challenges Women Face in Retirement

01/20/2018

Women live longer than men. And that poses several unique and daunting challenges that threaten their retirement. Learn what they are with Paul West.

Topics: Women, Retirement

Co-host: Paul West

The Road to Retirement

01/13/2018

The Road to Retirement is complicated and confusing, and many people make easily-avoidable mistakes. Learn how to avoid these mistakes, and how to save yourself thousands of dollars in fees.

Topics: Retirement, Unnecessary fees

Co-host: Paul West

New Year’s Resolutions

01/06/2018

As the New Year came and went, you are one step closer to retirement. Paul & Jim Caldwell will cover the 5 strategies that will help you take control of your money, and can help you retire sooner than you thought possible.

Topics: Resolutions, New Year, Retirement

Co-host: Paul West, Jim Caldwell

9 Not-So-Obvious Year-End Financial Planning Tips

11/25/2017

Join Ron and Paul as they discuss 9 year-end financial planning tips starting the week after Thanksgiving! As you head into the holiday’s, you wont want to miss these tips that could save you thousands of dollars.

Topics: Financial Planning

Co-host: Paul West

10 Things Successful Investors NEVER Do!

11/04/2017

If you could speak with the most successful investors in the world … What would they tell you to do with your investments today? And what would they tell you not to do? Join your co-hosts Mark and Paul as they discuss 10 things smart investors never do!

Topics: Investor Behavior

Co-host: Paul West, Mark Schlipman

5 Toxic Investing Behaviors That Could Sabotage Your Retirement!

10/28/2017

Investors are prone to making irrational decisions. The simple truth is that what feels good, or what satisfies an immediate impulse, is not always compatible with generating positive, long-term returns

Topics: Investor Behavior

Co-host: Paul West, Jim Caldwell

How to Turn Your Savings and Investments into an Income Workhorse!

10/21/2017

Traditional “go-to” options for generating income are dead.

  • Pensions are all but history.
  • Rates on CD’s and savings accounts are low.
  • Bond yields aren’t any better.
  • Investing in stocks right now is potentially risky
  • And life expediencies keep getting longer, and longer.

Don’t just have a retirement plan. Be sure you have a strategy to generate income from a handful of diversified sources.

Topics: Income

Co-host: Paul West

Surviving the Next Major Market Correction

10/14/2017

The market has surprised everyone by breaking record, after record, after record. And many investors have made the dangerous assumption that this market … is unstoppable. Join Ron and Paul as they discuss ways you can help yourself survive the next major market correction.

Topics: Downside Protection, Risk

Co-host: Paul West