Are You Flirting With Disaster?

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Are You Flirting With Disaster? Matt and Nick discuss 5 areas of your financial life where you might be flirting with disaster and don’t even know it. The guys will also answer an email question about investing in just one stock.Get Your […]

Alternative Investments

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Alternative Investments By: Walter Storholt March 16th, 2021 . The “normal” investment world already seems crowded with endless possibilities of companies and ways to invest. Yet there’s a segment of the market classified as alternative investments that many people find intriguing. Could […]

The Roth Conversion

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The Roth Conversion Is a Roth Conversion right for you? There are many different financial firms advertising this strategy right now, but it can be difficult to know this is truly something that will work well with your plan. We dive into […]

The Conversation No One Wants To Have

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The Conversation No One Wants To Have As we approach the holidays, this may be a good time to discuss the wants and needs of our family in retirement. Even though this conversation can be tough and emotional, it’s one that is […]

Trust Your Gut

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Trust Your Gut Many people in the financial world complicated the retirement process by throwing out buzzwords and explaining things in a complex way. But retirement shouldn’t be this difficult, and it should incorporate some common sense. Matt and Nick talk about […]

Election 2020

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Election 2020 This episode was recorded on November 4th, 2020 and we are still waiting for all of the votes to come in from last night’s election. It’s no secret that the market is rather volatile when there’s uncertainty involved. This why […]

The 4 Percent Rule Of Retirement

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The 4 Percent Rule Of Retirement There are many general rules out there in the retirement world and it can be difficult to navigate which ones are still relevant in today’s environment. Matt and Nick will break down what the 4 percent […]

Rolling Over Retirement Accounts From An Old Employer

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Rolling Over Retirement Accounts From An Old Employer The pandemic has caused a lot of turmoil in the job market. Many people have been laid off and now have to find a new employer to work for. But what should you do […]

The Cost Of Waiting

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The Cost Of Waiting There is no doubt that procrastination is in our human nature. Many people will push off tasks that need to be done until the very last minute, but this is not a trait that you want to carry […]

COVID & The Markets

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. COVID & The Markets The market has made a significant rebound since the dip in March. However, we should still proceed with caution and be wary that all of the economic effects of COVID-19 have not been felt fully. Matt and Nick […]