Plan For Life Now Capitol Retirement Strategies

The podcast starts with Steve’s look back at the life and times of Daniel Kahneman. Who’s Daniel Kahneman (Said everyone with a life and/or hobby)? He’s a psychologist whose theories on human behavior have had a profound effect on the world of finance…Oh, that Daniel Kahneman!! We also discuss some questionable investment advice from another guy who knows a thing or two about human behavior, motivational speaker Tony Robbins. So if you’re a human and have ever exhibited behavior, you’ll love episode——of Plan For Life Now.

Nobody wants to be the victim of a financial scam, yet they are becoming more prevalent and exotic every day. The story of one such incident, that Steve relays in this podcast, is fascinating, terrifying and informative all at the same time! Episode 110 of Plan For Life is a must listen, and a must lesson, for all of us.

In episode 109 of Plan For Life Now, Steve and Dave give a detailed overview of what happened in the markets in 2023 (Good Stuff) versus what happened in 2022 (Bad Stuff). All of this as a data point for what may occur in 2024. But regardless of market results, their hypothesis is to buckle up for an election year like no other!

It’s a festive episode for this holiday season, with a lot cool gifts-Like the stock market, the bond market, and the 60/40 portfolio! Also, a special tribute to the late, great Charlie Munger. If you’ve never heard of him, listen and find out about one of money’s wisest men. And finally, don’t always take the advice of those famous financial pundits. So there’s presents, a wise man, and a grinch…a perfect recipe for episode 108 of Plan For Life Now.



*Actually, he lived to 99, so we knew ye pretty well

Steve and Dave spend the majority of episode 107 reviewing where we are right now as the markets head toward 2024. Steve adds some prescient* insight on bonds: Dave finishes the pod off with some startling reality about Long Term Care, proving once again that life, money, and segments of Plan For Life Now are truly unpredictable!

*Recently voted into the “Fancy Word That Makes You Sound Smart” Hall Of Fame

No way to sugarcoat this one- If you own the Federal LTCi plan, you’re looking at another price hike that could be up to 86%. But there will be options to amend your policy to mitigate the cost. Please use this short podcast as a guide on how to deal with this. We strongly recommend passing this Pod on to others you know who will also have some important decisions to make!