Apr 29, 2020

George & Kristen have some friends chime in on an interesting topic: If they’d known the financial part of this crisis was coming, what would they have done differently with their money? Plus, if you’re nervous to open your 401(k) statement during this time… George explains the pros and cons of that coping...

Apr 15, 2020

The stock market experienced unprecedented growth for 11 years… But what a difference a little over a month makes! Some Americans near and in retirement are asking themselves if they should add an annuity to their portfolio after the recent stock market decline. On this brief episode, George explains the pros and cons...

Apr 8, 2020

Considering our current deficit and the new $2 trillion bailout, it isn’t a huge leap to think tax rates will go up in the future. That’s why some are saying it’s the “best time in history” to do a Roth conversion. George explains why this is TRUE, how you can take advantage of this for your own retirement…...

Apr 1, 2020

Most of us are dealing with some sort of physical distancing right now, and cabin fever has set in… George and his family included! That’s why we’re sharing ideas of how you can feel less constrained at home and focus on the small joys we’re fortunate to have. Plus, George discusses the GOOD NEWS about the...