The Real Sense Retirement Show

Hey everyone, This is a special edition of my podcast and off the cuff. With the madness happening this week in the markets with Gamestop, Robinhood, and the hedge funds, I wanted to share my two cents on the matter. Enjoy! Thank you for watching and please subscribe! Make sure to subscribe to my channel so you stay update to date with what's happening and …

Thank you for watching and please subscribe! Make sure to subscribe to my channel so you stay update to date with what's happening and relevant: https://www.youtube.com/channel/UC2Bm… Follow Me on Twitter: https://twitter.com/Isaiah_Real Follow Me on Facebook: https://www.facebook.com/Isaiah-Real-… Visit our Website: https://lagunawealth.com TERMS & CONDITIONS: This video is for informational purposes only and does not constitute a complete description of our investment services or performance. The information in the video constitutes …

In a few short weeks we will begin to receive our tax forms needed to file for 2020 tax year. For those who are retired or are retiring soon, I share 3 tax form you should know and understand as we move forward. Thank you and I hope you enjoy. Thank you for watching and please subscribe! Make sure to subscribe to my channel so …

In my first episode of the new year I share my three words for 2021: * Recovery * Growth * Innovation Recovery – Why we should be paying attention to “who” the politicians decide to give the next round of stimulus to. Growth – Why Tech and Healthcare may be sectors that take a giant leap forward. Innovation – Why Clean Energy, Robotics, and Healthcare …

In this Monday's Monday Market Commentary I share some exciting news about some upgrades to our client experience and managing client portfolios. Please check it out! Sources: Riskalyze.com Thank you for watching and please subscribe! Make sure to subscribe to my channel so you stay update to date with what's happening and relevant: https://www.youtube.com/channel/UC2Bm… Follow Me on Twitter: https://twitter.com/Isaiah_Real Follow Me on Facebook: https://www.facebook.com/Isaiah-Real-…  Visit our Website: https://lagunawealth.com TERMS …

Happy Monday! To ring in the last day of August I share some positive shifts in the markets that have happened this passed week: S&P 500 Record High's One of the best Augusts for S&P 500 historically The Fed signals a shift in policy to keep interest rates low Domestic Equities regain #1 spot as strongest asset class (first time since Pre-COVID) Sources: Nasdaq Dorsey …

Last week, I was on several conference calls discussing the upcoming Presidential Election. In this podcast episode I share 3 takeaways from my calls: Why you should pay attention more to the Regional vs. National Polls Florida, Arizona, Pennsylvania, Minnesota, Wisconsin are the 5 states that may decide the election but there's one state in particular that may be the key to winning it all. …

In this episode I pose the question, “Are We Recovering?”. And I am referring to “Is the economy recovering?” not so much the markets which continue to show that “V-Shaped” looking recovery. I share 3 major data points that are clearly showing which way the economy is moving at the moment and what this means moving forward. Finally I give an update on the strongest …

Happy Monday! Officially this week markets 3 months until the Presidential Election. In this week's Monday Market Commentary we discuss the upcoming election and how the S&P 500 has had an 87% success rate in deciding the upcoming president. Listen to hear who might be in the drivers seat for the upcoming election. Please enjoy and share! Sources: Townsend, Michael. “Stock Market Performance in Presidential …

Happy Monday! If you have followed my content, I've shared with you my 3 unknowns in the market place right now (No vaccine/treatment for COVID-19, Increase in cases, and upcoming Presidential Election) . Until we have answers to theses unknowns I feel there will continue to be uncertainty in the markets. In this Monday Market Commentary podcast I discuss a few actions that are taking …

Is now a time to take on more risk? In this episode I help provide perspective on this by discussing: 1. Why some investors may have what I call , “Roulette Syndrome” 2. Why as an investor you should know what “Loss Aversion” means 3. Understanding why losing money is twice as painful as making money. Sources: Chen, J. “Prospect Theory”. Investopedia.com 2019 July 9. …

Welcome to a new week and a new episode of Monday Market Commentary. In this episode I discuss “dividends”. More specifically dividend cuts. We're seeing that in the news more often right now and as investors I want to share with you what that means for individual stocks and what are a few “Key words” to pay attention to. Hope you enjoy and continue to …

You most likely have heard the term “Fiduciary” and in this video I share with you why as an investor you should understand the term and ask the financial professional you work with if they uphold to the “Fiduciary” standard. You may have talked with your friends or coworkers asking each other what the term is a what it means. You may have even asked …

This Podcast episode is important for me to share with you. Last weekend a dear client of mine passed away. It was sudden and a surprise to everyone. Heck, I talked to them 1 hour before they had their heart attack. It's crazy how life can change in an instant. We all know this but when it happens to us personally it hits us like …

Hi Everyone, Isaiah here. For practically all of us temporarily we are facing a new way of life because of the Coronavirus. Let's try and do our part by social distancing and quarantine. We will beat this. In this episode I share with you 3 points I felt are worth sharing during this moment of the virus as well as during the market volatility. Wishing …

Hi Everyone, First and foremost, I hope all of you are staying safe and taking care of your families. We are in unique times and family is always a pillar we hope we can lean on in moments like this. In today's podcast episode I share some thoughts about the Coronavirus. I recently sent out an email to my clients going over some key points …

Hi Everyone, before the end of the day today I wanted to share with you what I am thinking right now with the market action today as well the last couple weeks. This is a little off the cuff but I felt it would be important to get this information out with you as soon as possible. Here I share 5 thoughts right now with …

Hi Everyone, Isaiah here. In this podcast episode I discuss the current market correction and some perspective on the Corona Virus and from a numbers perspective how this may be bullish for the market moving forward. Enjoy! TERMS & CONDITIONS: This podcast is for informational purposes only and does not constitute a complete description of our investment services or performance. The information in the podcast …

Isaiah here – In this week's episode I discuss a topic I feel we as a society need to bring to the table. It's about creating a “Legacy Letter” for our loved ones to follow after we pass away. Put simply it's a step by step checklist of what you want to share with your family and friends about what to do, who to contact, …

Welcome or Welcome back! Isaiah here – in this episode I address a question a lot have been thinking…Are we headed for a correction? With that being said I'm going to share with you an indicator I follow that is sounding the alarm for the complete contrary….Enjoy. Make sure to subscribe to my channel so you stay update to date with what's happening and relevant: …

Welcome or Welcome back! Isaiah here – in this first episode of 2020 I discuss a few topics I feel we should pay attention to as we go into 2020. It's an election year so I will share what markets have historically told us in these years plus why this economy may not be done growing, and what sectors to watch this year. Make sure …

Hi Everyone, I hope you enjoy this July market update. I haven't been able to do as many videos as I would have liked in May and June but I am back ready to go for July! In this video we talk about recent high's in the markets and major companies (Starbucks, Alphabet (Google), Intel, Amazon, Facebook, Visa, etc.) coming out with earnings announcements this …

Hi Everyone, Welcome to the Real Sense Retirement Show or welcome back! I'm back and ready to give you some great value in this episode. In last 2 months I've been meeting with countless people asking me the same question…”How do I know when I can retire?” I break this question up into 2 answers for you. My hope is these answers can help you …

In January 2019 market update I share with you why it's important to “Stay strong” in good or bad markets; and I share with you my updates for sectors I'm looking at to begin 2019. Enjoy! Sources: Dorsey Wright. Retrieved from http://www.dorseywright.com _ Follow Me Online Here: Podcast: https://isaiahreal.com/feed/podcast/ Facebook:https://www.facebook.com/Isaiah-Real-… Instagram: https://www.instagram.com/_isaiahreal_/ LinkedIn: https://www.linkedin.com/in/isaiahreal/ Youtube:https://www.youtube.com/channel/UC2Bm… – Disclosures: Information throughout this video, whether stock quotes, charts, …

Welcome to the third episode of my new show! In this episode we get into some great questions about Social Security. Whether you are planning on when you should take Social Security or already are, this episode can provide some value and insight for you. This is the beginning of a new chapter, my friends. Get ready! – Welcome to The Real Sense Retirement show, …

Welcome to the second episode of my new show! This is the perfect way to start things off as we get into some nitty gritty about retirement, capital gains taxes, fiduciary, and the markets. This is the beginning of a new chapter, my friends. Get ready! _ Welcome to The Real Sense Retirement show, where I answer your questions about retirement, personal finances, and investments. …

Welcome to the first episode of my new show! This is the perfect way to start things off as we get into some nitty gritty about retirement, Long Term Care, and investing. This is the beginning of a new chapter, my friends. Get ready! _ Welcome to The Real Sense Retirement show, where I answer your questions about retirement, personal finances, and investments. Want to …

NOVEMBER MARKET UPDATE – Things I talk about in this update: 1. Where do we stand currently in the markets 2. Favored Sectors via Relative Strength Analysis 3. Why CDs might be an area for you to think about investing right now 4. Why it's important to have a long term strategy _ Sources: Dorsey Wright. Retrieved from http://www.dorseywright.com First Trust. “Market Watch” Accessed 15 …

There are two important methods myself and Laguna Wealth Advisors LLC uses to help us in deciding how to invest assets for clients. That's through Point and Figure Methodology and Relative Strength Analysis. I will share with you what both of these are and how we use them in the next few minutes. Enjoy! Sources: Dorsey Wright. Retrieved from http://www.dorseywright.com _ Follow Me Online Here: …

OCTOBER MARKET UPDATE – We have seen our second correction in 2018. In this market update I share with you a few highlights from two firms I follow closely and what they think happens from here…plus I share with you my thoughts on a few sectors that I am paying attention to. Enjoy! _ Sources: Dorsey Wright. Retrieved from http://www.dorseywright.com First Trust. “Market Watch” Accessed …

Sources: MFS Investment Management. “How one Dollar Grew Over Time”. _ Follow Me Online Here: Podcast: https://isaiahreal.com/feed/podcast/ Facebook:https://www.facebook.com/Isaiah-Real-… Instagram: https://www.instagram.com/_isaiahreal_/ LinkedIn: https://www.linkedin.com/in/isaiahreal/ Youtube:https://www.youtube.com/channel/UC2Bm… – Disclosures: Information throughout this video, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the …

Follow Me Online Here: Podcast: https://isaiahreal.com/feed/podcast/ Facebook:https://www.facebook.com/Isaiah-Real-… Instagram: https://www.instagram.com/_isaiahreal_/ LinkedIn: https://www.linkedin.com/in/isaiahreal/ Youtube:https://www.youtube.com/channel/UC2Bm… – Disclosures: Information throughout this video, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. You should not treat any …

I've been getting questions recently about Roth's and particularly about Roth IRA's. So I decided to share a few tips you. Roth IRA's can be a tremendous investing tool if set up and used properly. Enjoy 3 Tips for Roth IRA's! – Sources: Investopedia. Roth IRA. Retrieved from https://www.investopedia.com/exam-gui… Roth IRA Limits. Retrieved from https://www.rothira.com/roth-ira-limits _ Follow Me Online Here: Podcast: https://isaiahreal.com/feed/podcast/ Facebook:https://www.facebook.com/Isaiah-Real-… Instagram: https://www.instagram.com/_isaiahreal_/ …

“We talk about history to not repeat it in our own lives”. Us at Laguna Wealth Advisors, LLC constantly strive to help the individuals and families we serve by improving their financial well being. One of those ways we help is by sharing the experiences and mistakes that others have made before us. By doing so we can learn from these mistakes, try to avoid …

SEPTEMBER MARKET UPDATE – Markets continue to perform in 2018. In this market update I share with you the top performing sectors that we have been investing for clients, the top ranked Asset Classes based on Dorsey Wright, and a Market Outlook. Enjoy! _ Sources: Dorsey Wright. Retrieved from http://www.dorseywright.com _ Follow Me Online Here: Podcast: https://isaiahreal.com/feed/podcast/ Facebook:https://www.facebook.com/Isaiah-Real-… Instagram: https://www.instagram.com/_isaiahreal_/ LinkedIn: https://www.linkedin.com/in/isaiahreal/ Youtube:https://www.youtube.com/channel/UC2Bm… – Disclosures: …

When Laguna Wealth Advisors thinks about our clients money, yes we think about what areas of the market can be good opportunities for them. However, the area we have been spending more time on recently is where can we put our clients' “conservative” money? Bonds have been that answer for what seems like forever, and now as times and outside factors begin to change…we are …

Social Security is one of the most important income streams for most people when it comes to their retirement. Learn 10 Key Facts about Social Security benefits provided from our friends at MFS Investment Management. These facts are key facts to keep in mind when planning for your retirement and social security as well as while you are currently receiving your Social Security. Find out …

AUGUST MARKET UPDATE – S&P 500 hits all time highs, Longest Bull Market in U.S. History, Investments that are high on the relative strength scores. This market update was intended for clients, however I feel it has some great pieces that anyone can listen too. Enjoy! _ Sources: Dorsey Wright. Retrieved from http://www.dorseywright.com _ Follow Me Online Here: Podcast: https://isaiahreal.com/feed/podcast/ Facebook:https://www.facebook.com/Isaiah-Real-… Instagram: https://www.instagram.com/_isaiahreal_/ LinkedIn: https://www.linkedin.com/in/isaiahreal/ …

Majority of people in their lifetime will change their career 5 – 7 times. That means for those you have saved money for retirement during each career change, they will have a decision to make about their 401(k) when they change their jobs. In my video and podcast I share a few options of what can happen to your 401(k) when you change jobs. _ …

When people are planning to retire there's a pattern of questions that continue to be asked. One of them is “What should I do with my Employer Retirement Plan?”. Answering this question can be a huge piece of the puzzle for your retirement plan and for your life in retirement. Find out the most common options other's took in this same position in this video …

Happy Monday to Everyone! I hope you're starting your week off with momentum! This week I share with you Growth vs Value Investing. I have been asked about this concept recently especially with markets at high's and earnings season starting this week. Both are important components to investing and to portfolios and must be understood. I share in this Monday Mashup, how both are used …

Hi Everyone, It's Monday and I hope you are all off to a great start to your week. This is a new podcast with The Real Sense Podcast that will be coming out every Monday morning called “Monday Morning Mashup”. Each Monday I will cover a major story –  dive deeper into what the story signifies, share with you other people's point of view on …

Build, Preserve, and Transfer Wealth. That's the goal for everyone, and easier said than done. At times we make our investment decisions based on our emotions, which can sabotage us. There is good news though, we can always learn new habits to help us succeed. Learn the 8 Habits of the Financially Successful to help us build, preserve, and leave a legacy… _ Sources: MFS. 10 …

Planning for your retirement doesn't have to be painful! You have the ability to learn from the mistakes people who have retired before you have made so you can avoid them. That's the beauty of learning from others. From MFS Investment Management, I have put together the Top 5 Retirement Planning Mistakes I have seen people make from the list created and provided by MFS. …

Happy Monday Everyone, It is Monday, May 7th 2018 and also Happy Teachers Appreciation week to all you amazing teachers out there! This week I have 4 stories to share with you (2 about money/markets and 2 fun stories). I am posting it in audio format so please feel free to take a listen. Below are a few links I share with you in the …

Happy Monday to Everyone! This week I am sharing with you 4 stories revolving around the themes of The Real Sense Podcast – money, the markets, and helping you to create a legacy for you and your family. These stories are educational, motivational, and inspirational. My hopes are these stories will provide a jolt of positivity and momentum to start your week.  If I've been …

Welcome to the Real Sense Podcast where we bring bite sized advice to help you make real sense of money, the markets, and helping you create a legacy for you and your family. In this episode we are going to go over how to make an aggressive investment portfolio for an investor. I am your host, Isaiah Real, Financial Advisor for Laguna Wealth Advisors Throughout …

Welcome to the Real Sense Podcast where we bring bite sized advice to help you make real sense of money, the markets, and helping you create a legacy for you and your family. In this episode we are going to go over how to make a moderately aggressive investment portfolio for an investor. I am your host, Isaiah Real, Financial Advisor for Laguna Wealth Advisors …

Welcome to the Real Sense Podcast where we bring bite sized advice to help you make real sense of money, the markets, and helping you create a legacy for you and your family. In this episode we are going to go over how to make a moderate investment portfolio for an investor. I am your host, Isaiah Real, Financial Advisor for Laguna Wealth Advisors Throughout …

Welcome to the Real Sense Podcast where we bring bite sized advice to help you make real sense of money, the markets, and helping you create a legacy for you and your family. In this episode we are going to go over how to make a moderately conservative portfolio for an investor. I am your host, Isaiah Real, Financial Advisor for Laguna Wealth Advisors Throughout …