Preparing Your Portfolio During a Bear Market, Ep #107
We’re all surprised at the speed of daily changes the coronavirus has brought in our lives. Working from home, school closures, and social distancing have become our new norms. Stock…
Posts by Chad Smith
Your Bear Market Survival Guide: COVID-19 Update
“Everyone has a plan until they get punched in the mouth.” Many investors are sharing Mike Tyson’s sentiment after the worst single day in the stock market since Black Monday.…
Coronavirus Concerns
Coronavirus concerns continue to impact the financial markets, as have all the numberless crises that have gone before it. While the potential human and economic effects are very unsettling, what…
Retirement Regrets: I Wish I Would Have…, Ep #105
Will your retirement regrets list be full of “I wish I would have…!” What if you could use regrets of other retirees to change or improve your current course? Listening…
How an IRMAA Appeal Can Save You Thousands of Dollars in Medicare Premiums, Ep #104
How closely did you look at your Medicare premium notice letter this past December? If it mentioned an IRMAA adjustment, and you experienced a life-changing event, you may want to…
How Do You Invest at All-Time High Prices? | 2020 Market Outlook, Ep #103
We normally hear some of these common questions: How do you invest at all-time high prices in the the stock market? Is now a good time to invest? Or what…
How the SECURE Act Will Impact Your Retirement, Ep #102
The SECURE Act is the biggest piece of retirement legislation to pass since 2006. On this episode, we discuss what the SECURE Act is and how it will affect you…
Solving the Social Security Tax Bubble Mystery, Ep# 101
Are you in the Social Security tax bubble? Tax rules are complicated enough, and Social Security benefits during retirement years add another layer of complexity. Your Social Security income can…
How a Crazy Idea turned into 100 Episodes, Ep #100
What does it take to get to 100 podcast episodes? In his book, Shoe Dog, Phil Knight describes his emotions upon starting the company that became Nike, as a “crazy…
Retirement Mythbusters, Ep #99
Who you gonna call? Retirement Mythbusters! Not as catchy as Ghostbusters, we know, but these retirement myths can be much more hazardous to your long-term financial health. Many of us…
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