Keen On Retirement™

Sometimes our mind can play behavioral investing tricks on us and cause us to make suboptimal financial decisions. Dr. Daniel Crosby is one of the country’s leading authorities on behavioral investing. He joins the show today to discuss some of the key learnings from his new book, The Laws of Wealth. We review some of the rules of behavioral self-management and cover some key ideas to remember so we can all make sound financial decisions.

Should you delay taking social security payments? When you’re retired, should you still try to “save” money each month and put it in a bank account just like you did before you retired? Those are just a couple of the questions we address in today’s show that were prompted from what our clients are asking us.

In today’s show, we take you behind the curtain and discuss our financial planning process. You’ll learn what goes into a plan, how numbers are calculated, and how they are personalized for each of our clients.

In today’s show, we discuss how to spot and avoid getting scammed by fraudsters who use the phone and email to try to get you to part with your hard-earned money.

In today’s show, I’m joined by estate planning attorney Jason Salinardi and we discuss how to make sure your assets and life wishes are handled exactly as you desire in the event of your incapacitation or death.

Greg Valliere has 40 years of experience following Washington issues for institutional and retail investors. He’s widely quoted in the national media on political and current events, federal reserve policy and tax and spending issues. If you’ve tuned into any of the political news recently, you may have seen him on CNBC, Fox Business, CNN, or CBS Radio to name a few. Greg is currently the Chief Political Strategist at Horizon Investments.