Get an MRI of Your IRA

In this week’s Hidden Wealth Review, I stress the importance of getting an MRI on your IRA. The key is that people need “market correction and tax protection.” One client recently shared how glad they were that they took the time to insulate their serious retirement savings so that they only participate in the upside of the market and never suffer from …

Financial Market Storm Brewing

In this week’s Hidden Wealth Review I teach that there’s a financial market storm brewing. Things might be calm for the moment but, there are some upcoming potential dangers from this storm. The number one risk that can wreck retirement is Market Risk Intensity (MRI)! Many industry experts predict that we’ll see some pretty strong earnings reports coming out this first quarter. …

Why Retirement Is Like Mountain Climbing.

What I teach in this week’s Hidden Wealth Review couldn’t be anymore important than it is right now. As we head into this new year, it’s time to consider strongly the importance of a new retirement game plan. I like to compare retirement planning to climbing Mount Everest. In climbing this mountain, more people die coming down from the summit than die …

Distress Signal for Retirement Savings

In this week’s Hidden Wealth Review, I teach that the international code signal for extreme distress is SOS. As we begin 2019, the markets are giving a whole new meaning to this well-known code. From last October through the first week of trading this year, the markets have been full of volatility. Now is the time for this distress signal to take on …