The Retirement Tips Podcast

Consumer Confidence is Down. But How's Your Retirement Confidence?

Extra Spending & Wall Street Records

Market Opportunities for Millionaires & The Middle Class

The Copper Indicator & Your Retirement Money

Should I go to Cash? And Can I Still Retire This Year?

Be a Maverick During Market Mayhem

Money Misnomers & Digital Currency

Volatility, Risk and Your Financial Plan

Dealing with a Rocky Market & Rolling Over Accounts

Navigating The Baby Boomer Retirement Surge

The Secret to Having $1 million for Retirement

Navigating Your Future Capital Gains Taxes

Should We Buy the Dips?

This is Your Retirement on Inflation & Volatility

End of Year Market & Tax Insight and Planning for 2022

Supply & Demand, Inflation and Small Businesses

Deflation Risk & Your Final Frontier

Avoiding Financial Penalties. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

Battling Bubbles & America's Great Resignation. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

Biden and Your Bank Account

Recent Dips and New vs. Old

Economic Impact of Vaccinations

New Fees & New 401(k) Rules

Forecasting Inflation & Volatility

Preparing for Possible Summer Volatility

Midyear Portfolio Checkup

How the Recent Fuel Shortage is Similar to Investing

New Travel Fees & Self-Made Millionaires

Lessons from the Bernie Madoff Scandal

The Framework of America's Lumber Shortage and Stashed Cash

Investing Isn't A Game

Questions to Ask Financial Advisors & Uncle Sam

Remembering Rush & How Market Mania and Gas Prices Impact You

Reliving 1st Jobs & the Future of Your Taxes

Milestone Birthdays Impacting Your Money

Biden's Tax Plan & Your Portfolio Algorithm

Financially Forecasting 2021

What You Need to Know about Taxes and Technology

Preparing to Pay Yourself When You Stop Working

How Widespread Fear May Affect Your Investments And Tax Efficient Withdrawals Strategies

How To Pay Yourself When You Retire, And When To Use A Portfolio Stress Test

How the American Economy Can Affect Your Retirement

Is Your Retirement Plan Still On Track And What Adjustments You Should Make To Your Portfolio?

The Importance of Making Regular Adjustments to Your Retirement Plan.

Today what you need to know about TDS, is it important that you like your advisor? Yes. But what other factors do you need to consider when finding the right financial advisor for you and what to consider with your 401(k) during this crazy economic time?

Mike Lester talks about being cautiously optimistic in light of the pandemic and how it's affecting the market.

Times are changing and it's difficult to know what to do when it comes to investment and retiring. In this episode, Mike touches on how to retire on your own terms during an unpredictable market such as this, and points out how there is a light at the end of the tunnel.

The Retirement Tips Podcast is for those retired or soon to be retired investors that want to make more informed financial decisions and live an enjoyable retirement.Today's episode we will talk about what you should do right now with your retirement finances?