In this mailbag edition of the podcast, Kyle answers questions about risk tolerance, who needs an advisor during retirement planning, and more.
Kyle Alexander gives us all the details of the new changes to the United States federal tax code.
We continue our discussion on facing reality in retirement planning.
It's time to face reality when it comes to the nuances of retirement planning.
We continue answering listener questions, this time concerning 401(k) contributions and vetting a potential advisor.
We answer listener questions about Roth IRAs.
There is a lot of information out there about Social Security. Find out which information may be misleading.
Make the most out of your retirement by seeing the positives of your situation.
Let's go on a fishing trip together and talk about your retirement.
Conventional wisdom isn't always so wise. We'll continue our conversation with some more examples from the financial world where you might not want to follow the "conventional wisdom".
Conventional wisdom isn't always so wise. We'll tackle some examples of that in the financial world.
The last decade of your working life is a very important one from a retirement planning perspective. Let’s talk about some of the things you want to be sure you address during that 10 year period.
David Lee gives his thoughts on the possibility of a stock market crash happening in the near future.
Discover the connection between flying and your retirement plan.
In this episode, we answer listener questions about investing and retirement planning.
We help you determine how prepared you are for retirement.
Learn how to organize and utilize your financial junk drawer.
Learn about the new realities of retirement planning.
David Lee gives you the straight skinny on safe money.
Discover and examine the pain points you might encounter as you plan for retirement.