Jun 25, 2020
Did you know that healthcare costs and taxes could be some of the biggest threats to your portfolio? You’ll hear a recent real-life reality that impacted someone who fought COVID-19 (and thankfully recovered), that validates what Greg & Kristin have been saying for years: Rising healthcare costs and taxes need to be a...
Jun 17, 2020
Did you know that Michigan taxes prepared food but NOT unprepared food? That’s just 1 example of how the government is always looking for new ways to separate us from our money all over the country. Greg & Kristin explain how you can have more control over your taxes in retirement with the RIGHT strategy! Plus,...
Jun 11, 2020
From Boeing to hotels and airlines, the entire travel industry has been hit VERY hard from the pandemic and economic downturn. Unfortunately, this resulted in layoffs and early retirement offers for millions of Americans in various industries. Greg & Kristin discuss how to address tough crossroads such as this, and how...
Jun 4, 2020
It’s a natural question those nearing retirement ask: What percentage of our money should we risk in the stock market? Greg explains how to approach this dilemma by telling the story of how he recently helped one man manage his portfolio AND create a plan to accomplish his goal of wrapping up his career by age...