Plan 2 Retire Jeff Bowers

How important is asset allocation? Can we time the markets? – Apollo Lupescu from Dimensional Funds joined us to answer these two crucial questions. With the nickname “the secretary of explaining stuff”, he is the perfect guest for this topic. Apollo Lupescu is a Vice President at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of California, Santa Barbara. In this podcast Apollo and Jeff explore:
·      Defining goals before investing
·      The importance of a plan and advisor
·      Ways to accomplish stability and growth
·      Mitigating risk and when to reallocate
·      Emotional investing
·      Recent geopolitical and inflation concerns
For more information on Dimensional Funds visit https://us.dimensional.com/
 
You can find our disclosures at https://plan2retire.com/
 
Click Here to Schedule a No-Obligation Introductory Phone Call
 
Other things to check out:
 Apollo Lupescu on LinkedIn
2020 Hindsight: And Economic and Market Update with Apollo Lupescu, PhD
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In this podcast we have great information to share with you with the help of Dimensional Funds. Often existing clients and plan participants tend to have several questions regarding these topics. Below you can find PDF documents with visuals for the topics.
 
Jeff will discuss:
 
·     The need for diversification
·     Do downturns lead to down years
·     Bear and bull markets
 
Downturns Instagram Post
Bull and Bear Instagram Post
Dimensional Fund Advisors
You can find our disclosures at https://plan2retire.com/
 
Click Here to Schedule a No-Obligation Introductory Phone Call



       
         

Recently, Texas experienced a major power outage due to severe storms. At one point and time more than 4.5 million people did not have power. Are you prepared for a disaster such as this? On this podcast we have David McDonald, with Apparatus Repair and Engineering, and Mike Radaker, with MEC, to talk generators. Tune in to learn more about what you may need to be prepared.
Jeff, Mike, and David will discuss:
·      How to decide what you need in a generator
·      The installation approach
·      The technological advances in generators
·      Fuel sources for generators
·      Installation in a new home versus and existing home
·      The heightened awareness of what we deem as necessities
·      The future of electric

https://www.apprep.com/
http://www.mec-electrical.com/
https://www.linkedin.com/in/mike-radaker-305bb678/
https://www.linkedin.com/in/david-mcdonald-b85ab6182/
 
You can find our disclosures at https://plan2retire.com/
 
Click Here to Schedule a No-Obligation Introductory Phone Call

We often take steps to make sure that things that are important to us are insured. Maybe for you, that means insuring your business, home, car, or even jewelry. However, what about your life? In this podcast, Jeff will go over the different types of life insurance and the options they provide. 
Jeff will discuss:
·      Term insurance
·      What to consider when choosing a term
·      Current rates vs. guaranteed rates
·      Convertibility in life insurance
·      Permanent life insurance
·      The flexibility in universal life insurance
·      Questions to ask your agent
·      How to determine your need
·      How to rate your insurance
You can find our disclosures at https://plan2retire.com/
Click Here to Schedule a No-Obligation Introductory Phone Call

On this podcast, we have back a repeat guest from last year! Leigh Fangmeyer is an experienced realtor. Last year she spoke to us about how the housing market had changed since the start of COVID-19. She is back to give us an update on what the market looks like.
Jeff and Leigh will discuss:
·      An update on the housing market
·      The impact home inventory has had on the market
·      Big changes in the housing market over the years
·      Leigh’s role as a realtor
·      Average time that homes are lasting on the market
·      Important steps to buying a home
·      The importance in making sure you love where you live
·      Why you should educate your young adults on the impact of their debts at a young age
https://leighfangmeyer.remax.com/
https://twitter.com/LeighSellsHomes
https://www.instagram.com/leighsellshomes/?hl=en
https://www.linkedin.com/in/leighannfangmeyer/
 
You can find our disclosures at https://plan2retire.com/ 
Click Here to Schedule a No-Obligation Introductory Phone Call

Often there are a lot of misconceptions and misunderstandings when it comes to insurance. Certain insurance is a huge part of both your financial and retirement planning. Jeff comes from over 30 years of background in Insurance and currently holds an active insurance license. In this podcast Jeff gives an overview of some different types of insurance and why their role is so important.
Jeff will discuss:
·      Understanding how insurance is regulated and priced.
·      Policy holder surplus
·      Deep dive into auto insurance
·      The importance of the pieces to your home insurance  
·      Why to consider an Umbrella Policy    

You can find our disclosures at https://plan2retire.com/ 
Click Here to Schedule a No-Obligation Introductory Phone Call