Keen On Retirement™

Our guest today is Mark Wolf. Mark has been a close personal friend of mine for nearly 20 years. He also has a long history in the travel industry, and he is an expert on cruising.

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.

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?

Having a vision is a powerful tool for achieving great things in life and for guiding how you spend your time in retirement.

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.

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.