Advisors live by the 4% rule when it comes to taking money out of retirement assets on a yearly basis. We talk about if this is still valid and see if it is changing.

Southwest Investment Advisors Optimism

Nov 13th, 2020 8m 5s

We are always optimistic on the market. Even now with the volatility that we have seen we are optimistic and we go into reasons why.

Consumer Spending to Save the Day

Nov 11th, 2020 5m 7s

The third quarter of 2020 earnings reports are coming out and what we are seeing is that the consumer spending has been strong. What else do we see?

Market Insights November 9th

Nov 9th, 2020 5m 24s

Today opened almost 1800 points up, Why is that? Is this going to continue? We dig into those things today.

Ruin Retirement Series - Ignoring Real Risks

Nov 7th, 2020 5m 57s

Sometimes we overlook risks that we just assume are taken care of, but are they. We will talk about ways to mitigate things that you sometimes can't see.

Ruin Retirement Series - Relying Too Heavily on Social Security

Nov 6th, 2020 7m 8s

Is social security the building block of your retirement or is it a supplement? We know what it should be, let discuss.

Ruin Retirement Series - Neglecting Your Estate Plan

Nov 5th, 2020 7m 16s

How many of you have a will? or other directives that tell others what to do when the unthinkable happens? Let's talk about it.

Ruin Retirement Series - Obsessing Over Market Movements

Nov 4th, 2020 7m 7s

Are you constantly checking your 401k balance and tweaking (or wanting to) the holdings? You could be doing more damage than good and creating a bit of stress for you.

Ruin Retirement Series - Not Investing Early Enough

Nov 3rd, 2020 7m 9s

In this series we talk about ways and things you can do that could be detrimental to your retirement. In this episode we talk about needing to invest early.

Real Estate in 2020

Nov 2nd, 2020 7m 29s

I was speaking with my son about his desire to buy a house right now. We go over all the things beyond the payment that one needs to think about.

Reversion Returns?

Oct 30th, 2020 7m

Will we return to a position where companies are taking their profits internationally or stay here in the states?

Amazon Prime Day in 2020

Oct 26th, 2020 6m 35s

What is the difference in Amazon Prime Day this year versus last year or the years before?

8 Types of Insurance that you Need to Know about

Oct 24th, 2020 10m 36s

How much life insurance has always been the go to question, but do you really know enough about insurance in general? We talk about 8 different types of insurance and give you the highlights of what you need to know.

Who wants to be a Millionaire

Oct 22nd, 2020 11m 20s

We go through what it takes and the different ways that people have become millionaires.

Market Insights October 21st, 2020

Oct 21st, 2020 7m 18s

What does the 3rd quarter earning going to say for us this year? Hopefully better than what the 2nd quarter had.

Healthcare in 2020

Oct 20th, 2020 5m 39s

Double!! Really? We pay double for our healthcare than other places and why is that?

Working Longer

Oct 16th, 2020 7m 16s

We talk about working longer. What does working to 70 do to your options with Social Security?

Retirement Plan Risks

Oct 14th, 2020 7m 25s

The COVID makes us think about our retirement and if we are doing the right things. There are many WRONG things that you can be doing and we are going to cover them here.

Cash as Contrarian Indicator

Oct 13th, 2020 5m 55s

There is A LOT of money sitting on the sidelines as the pandemic got many people and institutions out of the market. What does that mean?

Transports Lead the Way

Oct 12th, 2020 4m 12s

The transports is an index that is watched and considered a leading indicator of where the economy is going. Let's talk about it.

Paying for that dinner with your face

Oct 9th, 2020 7m 38s

FINTECH has brought about a lot of changes in the past few years to decades and that is not about to change now. How about having facial recognition help you pay for things. We find out how.