Resources
Latest Retirement Talk Podcast Episodes
187. Time Segmentation, a Smart Way to Invest Retirement Money
December 20, 2023
186. This Four-Part Retirement Strategy Can Help Withstand Bad Timing
December 13, 2023
184. What to Do About These High Interest Rates
November 29, 2023
182. ‘Not QE’ Puts Fed Between A Rock And A Hard Place
November 15, 2023
180. Consistency Is the Key to Investing When You’re Retired
November 1, 2023Latest Webinars
2024 Market Outlook Webinar
LS 2024 Market Outlook Webinar is now available to YOU! Reserve your spot below. During this webinar, I’m joined by one of the nation’s top research firms to discuss: How the markets have fared so far this year. How presidential election years can impact the markets....
Retirement 101: the How to class
All you need to know about Taxes & Market Volatility. Learn strategies to help you have a successful portfolio in retirement. If you are 10 years before or already retired this is for you. Learn: Key metrics for portfolio optimization Evaluate your standard...
The Principles of Portfolio Management, Part 1
Learn the fundamentals of investing. Asset allocation and diversification. Along with basic investment terminology.
The 2020 Presidential Election and The Market. How it Could Affect You?
This election will be one for the history books with two very different approaches. The upcoming presidential election has proposed changes. Learn more about some of the proposed changes such as a drastic shift in tax policy. Find out how to implement strategies you...
Taxes in Retirement Move Close to the Zero Tax Bracket
With our national debt soon exceeding $26 trillion and climbing, as well as trillion-dollar stimulus packages to combat the coronavirus recession, there are tax risks retirees will face: one is Structural Risk- A tax deduction now equals taxation in retirement with...
The Difference Between Fiduciary and Suitability Advisors
There are a lot of terms in the financial world that are difficult for many consumers to distinguish. Even though the department of labor has tried to make best interest top of mind and all to fall under the highest standard of fiduciary that still is not entirely the...
Latest from the Redefining Wealth Blog
Goals Vs. Habits
Don’t most of us want the best way to achieve what we want in life? Getting into better shape, building a successful business, relaxing more and worrying less, spending more time with friends and family— to do so requires us to set specific, actionable...
Thinking of adding Silver or Gold?
Last week everyone slightly wished they owned silver. The social media-driven investors who so upset the market with their short squeeze on GameStop spent Saturday and Sunday chatting about doing the same to the metal — which obligingly rose 7.7 percent on Monday...
Main Street Fires Back at Wall Street: the Robinhood Gamestop Story
In decade-plus since the Great Recession ended, most Americans have recovered – at least economically – from the staggering foreclosure and job losses they experienced. But they haven’t forgotten. If you don’t all those teenagers who played video games while Main...
Don’t Get Stuck With a Bad Annuity
7 REASONS YOU SHOULD REVIEW THAT OLD ANNUITY I bet you have many more interesting things to do than think of your old annuities. However, there are a lot of good reasons why you should review them occasionally. At LS Wealth Management, we do this for our clients every...