Archive | Multi-media

1-minute video: How Do I Choose Medicare Coverage When I Retire?

Please enjoy this 1-minute video (for those receiving this by email: please click on the blog title line above to view). Medicare is often confusing for the first time – that’s normal. YOUR health history is key to designing your options, so asking someone else what they would do or suggest ignores YOUR health for […]

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1-minute video: 5 Important Medicare Facts for Pre-Retirees

Please enjoy this 1-minute video (for those receiving this by email: please click on the blog title line above to view. Don’t feel bad if you find Medicare confusing the first time you become eligible and it is time to enroll during your Initial Enrollment period. Enrollment is confusing for everyone the first time (and […]

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1-minute video: How Can You Take Care of Your Spouse Just in Case Something Should Happen to You?

1-minute video: How Can You Take Care of Your Spouse Just in Case Something Should Happen to You? Still working? About to retire? Retired? How might you replace lost income for the survivor? Money needed – a lump sum – may come from savings/investments set aside, life insurance, a standby reverse mortgage line of credit, or […]

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1-minute video: What’s the Difference Between a Will and a Living Trust?

1-minute video: What’s the Difference Between a Will and a Living Trust? Please enjoy this 1-minute video (for those receiving this by email: please click on the blog title line above to view). A deeper discussion about the topic of estate planning may also be found here rather than repeat it here. The linked article […]

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1-Minute Video: How to Set and Keep Financial Goals

Please enjoy this 1-minute video (for those receiving this by email: please click on the blog title line above to view). The video discusses the fundamentals of goal setting. But where (what) is the goal post for retirement planning as a goal? There’s more to it than simply saying I’ll retire and income will come […]

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1-minute video: How To Maximize Social Security SURVIVOR Benefits

Please enjoy this 1-minute video (for those receiving this by email: please click on the blog title line above to view). The video mentions Full Retirement Age as a reference to claiming Social Security benefits early, or late. Full Retirement Age depends on your birth year and is explained here. Here are other short articles […]

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1-Minute Video: Protect Your Portfolio With Diversification

Please enjoy this 1-minute video (for those receiving this by email: please click on the blog title line above to view). Diversification and allocation are NOT the same thing, as I explain briefly in this post “Diversification explained simply.” Only a few, a small number, of firms actually apply the mathematics of diversification. They pay […]

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Kittens, Lions and Black Swans

There is no getting by our emotions at any time, especially when it comes to investing. The same brain chemicals and responses to kittens (friendly), or lions (fear) right in front of us, also happen when we look at our investments; good markets (friendly) and bad markets (fear). Add to fears of misbehaving markets, are recessions, inflation (or […]

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