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02/03/2018
There are over 450,000 people over the age of 100. Humans are living longer than ever, but are they ready for the longer retirement that comes with that? Ron & Paul will teach you how to prepare yourself for a longer retirement than you expected.
Topics: Longer Retirement, Living Past Your 100th Birthday
Co-host: Paul West
01/27/2018
It’s a fact … 60% of Americans will retire unexpectedly. Learn 5 steps to prepare yourself now … no matter what curveballs life throws your way.
Topics: Unexpected Retirement,
Co-host: Paul West, Jim Caldwell
01/20/2018
Women live longer than men. And that poses several unique and daunting challenges that threaten their retirement. Learn what they are with Paul West.
Topics: Women, Retirement
Co-host: Paul West
01/13/2018
The Road to Retirement is complicated and confusing, and many people make easily-avoidable mistakes. Learn how to avoid these mistakes, and how to save yourself thousands of dollars in fees.
Topics: Retirement, Unnecessary fees
Co-host: Paul West
01/06/2018
As the New Year came and went, you are one step closer to retirement. Paul & Jim Caldwell will cover the 5 strategies that will help you take control of your money, and can help you retire sooner than you thought possible.
Topics: Resolutions, New Year, Retirement
Co-host: Paul West, Jim Caldwell
11/25/2017
Join Ron and Paul as they discuss 9 year-end financial planning tips starting the week after Thanksgiving! As you head into the holiday’s, you wont want to miss these tips that could save you thousands of dollars.
Topics: Financial Planning
Co-host: Paul West
11/04/2017
If you could speak with the most successful investors in the world … What would they tell you to do with your investments today? And what would they tell you not to do? Join your co-hosts Mark and Paul as they discuss 10 things smart investors never do!
Topics: Investor Behavior
Co-host: Paul West, Mark Schlipman
10/28/2017
Investors are prone to making irrational decisions. The simple truth is that what feels good, or what satisfies an immediate impulse, is not always compatible with generating positive, long-term returns
Topics: Investor Behavior
Co-host: Paul West, Jim Caldwell
10/21/2017
Traditional “go-to” options for generating income are dead.
Don’t just have a retirement plan. Be sure you have a strategy to generate income from a handful of diversified sources.
Topics: Income
Co-host: Paul West
10/14/2017
The market has surprised everyone by breaking record, after record, after record. And many investors have made the dangerous assumption that this market … is unstoppable. Join Ron and Paul as they discuss ways you can help yourself survive the next major market correction.
Topics: Downside Protection, Risk
Co-host: Paul West