Is It Time to Replace Our 15-Year-Old Car?

How are everybody’s vehicles doing? I hope your car is going strong because new and used vehicle prices are more expensive than ever. The average price of a new vehicle is now $48,699! That’s insane. The surge is due to a combination of factors – tariffs, high consumer demand, expensive technologies, and rising manufacturing costs. … Read more

2025 New Year Goals – Retire by 40

Happy New Year! 2025 is here and it’s time for a fresh start. Isn’t it great to have this chance every year? The gym is already full of optimistic people, really full. I don’t like going to the gym in January at all. There are way too many people there. I swear they must be … Read more

Private equity looks to buy in to college sports

There’s a mad dash for cash in college sports. Between multibillion-dollar television deals, the institution of the transfer portal and the escalation of NIL —name, image and likeness — deals for athletes, college athletic programs, particularly football, have never looked more lucrative. Now private equity and venture capital enterprises such as College Sports Tomorrow, Smash … Read more

Retirement Planning Dialogue Series 3: EDU #2413

Home » Podcasts » Retirement Planning Dialogue Series 3: EDU #2413 March 27, 2024 Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. Podcast: Play in new window | Download (Duration: 1:11:00 — 32.5MB) Subscribe: Check out the background of firms and investment professionals … Read more

Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405

Home » Podcasts » Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405 February 3, 2024 Jim and Chris sit down to discuss listeners questions relating to Roth conversions, Social Security, CD ladders, and SPIAs. (3:30) A Californian listener wonders if Roth conversions are subject to the Social Security earnings test. (9:30) Georgette from … Read more