How to Decide Whether to Take a Pension or a Lump Sum, Ep #220
One of the retirement questions many wrestle with is whether to take a pension or a lump sum payment. On this episode we flesh out an example from baseball: Did…
Posts by Mike Eklund
How to Approach Planning a Retirement Abroad, Ep #215
Have you thought about retiring abroad? For many of us, our visions of retirement include extended stays exploring new locations in other countries. Could this or some other idyllic vision…
Market Update Q1 2024
Below is a video of our first quarter 2024 Market Update. In it, we cover the following: Market updates over the last 1, 5, and 10 years Strong returns for…
5 Reasons to Consider Investing in More Than the S&P 500, Ep #209
Many investors have been tempted to invest more, if not all, of their portfolios in the S&P 500 given the incredible run it’s had over the last decade. But…
Market Update Q4 2023
Below is a video of our Fourth Quarter 2023 Market Update. In the video we cover: Why even when things feel uncertain, doesn’t mean it’s a bad time to invest…
15 Surprising Financial Facts to Round Out 2023, Ep #206
In our usual episodes, we aim to arm you with a particular insight or strategy that can help you move closer to the retirement you desire. But, with today’s show,…
Are You an Above-Average Investor?
Are you an above-average driver? Well, the reality is that ~80% of drivers think they are above average, even though that’s mathematically impossible. And it is not limited to driving,…
8 Typical Stock Option Mistakes to Avoid, Ep #203
On the journey to reach your ideal retirement, stock options can be a valuable tool to have in your arsenal. However, it’s easy to make mistakes given most people don’t…
Market Update Q3 2023
Below is a video of our Third Quarter 2023 Market Update. In the video we cover: Where we’ve been over 1, 5, and 10 years A reminder that there’s always…
The Benefits of a Wealth Management Relationship – Part 2, Ep #199
Warren Buffet has said, “investing is simple, but not easy.” If even the Oracle of Omaha admits that investing isn’t easy, what does that mean for the rest of us?…
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