Choosing a Retirement Plan The best retirement plan is the one that fits your business. https://www.youtube.com/watch?v=Yeg63MnTPV0 What This Means What’s the best retirement plan for a business owner? The answer is: It depends. There isn’t one retirement plan that’s best for every business owner. The right choice depends on your income, business structure, number of
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Fundamentals & Technicals Fundamentals tell you what. Technicals tell you when. https://www.youtube.com/watch?v=RQqEgJDaaOY What This Means Should you use fundamental analysis or technical analysis? We believe the answer is both. Fundamentals help us decide what to own, while technicals help us determine when to buy, sell, or wait. They answer different questions, and we believe investors
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Should You Own Crypto? Know what you own—and why you own it. https://www.youtube.com/watch?v=Ys1FW-YVaCg&t=12s What This Means Should you invest in cryptocurrency? My answer is that it depends—but I don’t believe it’s necessary for most investors to achieve their long-term financial goals. Crypto has produced tremendous returns over the years, and if you’ve made money investing
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Excess Business Cash Cash is a resource. Use it wisely. https://www.youtube.com/watch?v=rnLGlqlJmU0&t=14s What This Means Many business owners are excellent at generating income but don’t spend enough time deciding what to do with the cash they accumulate. I see it all the time. Cash feels safe. It provides peace of mind, helps cover unexpected expenses, and
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Retirement Number Myth Don’t guess your number. Follow a process. https://www.youtube.com/watch?v=0CM8f245r-I What This Means One of the biggest retirement myths is that everyone needs the same amount of money to stop working. You’ve probably heard you need $1 million, $2 million, or even more to retire comfortably. The truth is, those numbers are meaningless without
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Sequence Of Returns Risk Markets are unpredictable. Your retirement plan shouldn’t be. https://www.youtube.com/watch?v=aVRgrecclaA&t=30s What This Means One of the biggest concerns I hear from people approaching retirement is, “What if the market crashes right after I retire?” That’s a fair question because the timing of market declines matters. Financial planners refer to this as sequence
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Work Optional Number Stop chasing a number. Start building a plan. https://www.youtube.com/watch?v=vpk2zdFwdKs&t=128s What This Means Your retirement number isn’t the starting point—it’s the result of a process. Before worrying about account balances, it’s important to understand what your lifestyle costs and how much of that will be covered by other income sources. From there, we
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