Markets go up, markets go down, but your portfolio doesn’t automatically adjust with them. Over time, strong market performance can push your investments into risk levels you never intended to take. That’s where rebalancing comes in. In this episode, Mitch breaks down what rebalancing means, when it matters most, and how it connects to bigger decisions.
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Inflation isn’t just a headline- it’s a long-term force that can quietly reshape your retirement. In this episode, the con-versation explores how rising costs impact everything from everyday spending to long-term income needs, and why what feels like “enough” today may fall short in the future. You’ll hear how advisors like Mitch factor inflation into retirement planning, stress-test different scenarios, and build income strategies designed to keep up over time.
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A lot of people head into retirement like it’s the fourth quarter with the wrong playbook, relying on old rules of thumb that may no longer apply. In this episode, Mitch uncovers some of the biggest retirement myths that can quietly kill your retirement. By understanding the real X’s and O’s, you can call better plays and build a strategy built to go the distance.
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Retirement is the ultimate fourth quarter, and the clock is always running. In this episode, Mitch draws powerful parallels between football and financial planning, unpacking two fears almost every retiree faces. Just like on Sundays, talent isn’t enough; you need a game plan. Just like in football, reacting isn’t enough. You need a clear plan before the pressure hits.
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Today, Mitch tackles the big questions that keep people up at night about retirement. Through real-world examples and simple analogies, he breaks down how to think about “having enough” in terms of monthly income rather than just a big number on a statement. If you’ve ever wondered where you stand and what actually drives long-term financial security, this episode provides a practical approach.
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A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine. I am so happy, my dear friend, so absorbed in…
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A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine. I am so happy, my dear friend, so absorbed in…
Read More
A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine. I am so happy, my dear friend, so absorbed in…
Read More
A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine. I am so happy, my dear friend, so absorbed in…
Read More
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