A $1,000 Tax Deferred Account

On the Money with Secure Money

So, I guess every US citizen born from what 2025 to 2029 would receive a $1,000 tax deferred account from the federal government. Wonder how many people will be born during that period of time?

A Bucket List of Dreams

On the Money with Secure Money

Here’s the Million-Dollar Question: How Do You Check Those Items Off Without Burning Through the Retirement Savings?

In Light of All the Recessionary Fears

On the Money with Secure Money

In Light of All the Recessionary Fears—and Oh Boy, There Are a Lot of Them—We’re Going to Tackle Some of the Big Questions and Offer Some Great Advice on What You Need to Know Today: Are We Heading Into a Recession?

What’s Your Number?

On the Money with Secure Money

You Remember That Commercial? What’s Your Number? People Are Walking Around With That Number on the Top of Their Heads. We’re Gonna—Well, We’re Gonna Talk About What Your Number Actually Needs to Be.

Behavioral Finance

On the Money with Secure Money

It Challenges the Traditional View That Investors Always Act Rationally. We Know That’s Not True. Instead, It Recognizes That Emotions, Biases, and Cognitive Limitations Can Significantly Influence Our Choices.

Don’t Run Out of Money

On the Money with Secure Money

The Most Important Thing That You Absolutely Must Do Going into Retirement and Through Retirement Is Protect Those Savings to Make Sure That Market Volatility Doesn’t Take It Away, Inflation Doesn’t Take It Away.

Can You Really Retire in Three Years or Less?

On the Money with Secure Money

Today We’re Tackling a Question That’s Probably Crossed All of Our Minds at Some Point: Can You Really Retire in Three Years or Less? Now, I Know It Sounds Kind of Crazy, but for Some Folks, It’s Totally Doable.