Keen On Retirement™

My desire to become a financial advisor started at the age of 10. I know that sounds young, but I remember clearly the catalyst for this passion. I was sitting with my dad in his apartment waiting for the unemployment check to arrive in the mailbox. While I was too young to understand financial insecurity, I did see the stress, strain, and anxiety it caused my father. This caused me stress, strain, and anxiety too.

Few people would argue with the idea that a college education is one of the best investments you can make. But who should pay for that education? Mom and dad? The student? The government through our taxes? Some combination?

In today’s episode we discuss ramping up your income by owning dividend-paying stocks. And shockingly, many stocks pay higher dividends than 10-year U.S. Government securities.

Today’s episode is a basic primer on bonds and how they are a key building block in a diversified portfolio.

If you’re trying to figure out how much money you need to retire, that’s a pretty common reason to seek professional financial advice. But there are several other life situations where seeking financial advice may not be so obvious—yet could be the best call you make.

Today, we’ll help make the job easier by discussing what questions to ask and what characteristics to look for when you are trying to find a financial advisor.