Successfully managing life’s most significant financial transitions.
Discussing how to successfully manage the financial, tax, and psychological issues when facing life’s most important/significant financial transitions such as retirement, inheritance, business sale, and sudden wealth events.
The Investment You Never Hear About
While this type of investment rarely gets mentioned, it will offer your portfolio critical protection during volatile times like these.
Why Is the Stock Market Going up & Will It Drop Again?
We've witness some very strong gains in the stock market over the last few weeks – a welcomed change since the lows of March 23rd. The questions are why? and will they last?
What You Are Investing In
Looking back at the past 50 years, we've seen crushing recessions, high unemployment, chaos and uncertainty, but throughout all the turbulence, the market has continued to go up. Coronavirus will be temporary, and despite the magnitude of the current health and financial crisis, remember that we will recover and prevail. In times of uncertainty, take a moment to reflect on what you're actually investing: progress and the companies and individuals striving for advancement.
Listen to today's episode to pause for a moment, reflect and regain confidence in the future of the market and your portfolio.
What Should Investors Do Now?
During turbulent times, it's unclear how bad the Coronavirus, the economy or the market will get. By implementing these tips and safeguarding your portfolio, your finances might just come out ahead.
Moving Out of a High Income Tax State
Are you looking to move to a lower income tax state in preparation for retirement? Today, we'll cover the main rules and guidelines so that you don't end up paying twice in case of an audit!
The Problem with the 4% Rule
What happens if the market is volatile when you retire? Today's podcast episode discusses a major problem with the 4% rule that all retirement savers and soon-to-be retirees need to be aware of. Listen now and read my latest column on Forbes for more details on the 4% rule.
Very thoughtful approach to retirement
I’m still a few years away from retirement, but I like Robert’s approach. He views retirement as an adventure, which is exactly how I think about it. Relaxing is good, but there’s more to life (and retirement) than sitting in a chair watching the world go by.
I have been a fan of Robert Pagliarini for several years and have read all but one of his books! I am so happy he launched his own podcast, as I am getting older I need to really understand all my financial options as the decisions are much more critical. Pagliarini has a great way of breaking everything down and helping me be more money smart!
Enlightening Podcast from a Pro!
Robert has a unique gift of making complex and confusing financial concepts easy to understand, empowering us all to take control of our financial future. I’ll be eagerly waiting for new episodes as they’re released!