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Apr 29, 2019

Sure, you know you need a retirement plan. But is it something you really need help with? Gary & Gerald also discuss the impact of fees & taxes on your retirement portfolio. Plus, who ever thought we’d be getting into a stranger’s car? But that’s exactly what’s happening with companies like Uber & Lyft. So how...


Apr 22, 2019

It’s the 30th anniversary of the movie “Field of Dreams,” but do you remember an important line in the movie? Plus, Gary & Laurel discuss the role of robo-advisors in today’s financial world. And leakage…embarrassing side effect or 401(k) problem? We’ll explain!


Apr 15, 2019

“Tax Freedom Day” falls on April 16th this year (yes, the day after Tax Day.) Gary & Laurel explain what that means – and how you can achieve even more tax freedom in retirement. Plus, we’ll discuss how optimistic Americans are about retirement these days and how you can feel more confident about leaving the 9...


Apr 8, 2019

Late Night TV host David Letterman says he wishes he’d retired 10 years sooner, so how do you avoid the same retirement regret? Plus, you probably know what you’re paying for Netflix or your cell phone each month, but what about your retirement accounts?


Apr 1, 2019

Maybe you’ve heard you should have multiple income streams for retirement…but how do you achieve that? Should you pay off the mortgage before you retire? Plus, Gary & Laurel discuss how they’ve helped couples get on the same page with their retirement plan.