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Ben Shapiro's Controversial Take on Retirement (And What He Actually Means)
Ben Shapiro just said something about retirement in America that got a lot of people very angry, and this is something that a lot of financial advisors don't often talk about. Let's check it out.
Jan 126 min read


5 Reasons to Claim Social Security Early (Even at Age 62)
Lots of people say that you should delay your Social Security as long as possible, possibly even deferring all the way to age 70. But for millions of Americans, that could be terrible advice. In fact, there are some very real reasons why claiming as early as age 62 may make sense.
Nov 11, 20257 min read


What Should You Do in the Last Five Years Before Retirement?
Those last five years could make or break your retirement plan, and many people get them wrong. In this post, I'll explain why the last five years prior to retirement could possibly be more important than any other time period when it comes to retirement income planning.
Nov 5, 202515 min read


The "New Economics of Retirement"
Goldman Sachs just published "The New Economics of Retirement." I'll give you some highlights.
Oct 31, 20254 min read


Lessons from Warren Buffett’s Annual Letter 2024 Edition: Part 3
If you’re a frequent reader of Buffett, you’ll know that he’s not shy about his appreciation for America. That appreciation remains.
Mar 28, 20254 min read


Lessons from Warren Buffett’s Annual Letter 2024 Edition: Part 2
Yes, equity markets can be volatile and scary at times. This is why we need to have a strategic plan for our capital.
Mar 17, 20254 min read


Lessons from Warren Buffett’s Annual Letter 2024 Edition: Part 1
When you invest, you need to think like an owner. Here are some snippets of Buffett’s ownership thinking.
Mar 3, 20254 min read


The "Right" Time for Retirement Planning is Now
I have had 1000s of conversations about retirement and retirement income planning. Here are a few things I can confidently tell you...
Jan 30, 20253 min read


Escape Velocity: Inflation and Taxes in Retirement
If we want to grow our purchasing power over time and not just maintain it, we have to invest accordingly.
Jan 19, 20256 min read
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