Financial advice is everywhere on social media, podcasts, and late-night internet searches. The problem isn’t a lack of information; it’s...
Joe Anderson
Since 2008, Joe has co-hosted Your Money, Your Wealth®, a consistently top-rated weekend financial talk radio program in San Diego. Joe was ranked #7 out of 200 in AdvisorHub’s Advisors to Watch RIAs (2024) and named to the 2023 Forbes Best-In-State Wealth Advisors list, ranking #9 out of 117 advisors on the list for Southern California
Medicare is one of the most important and most misunderstood pieces of a retirement plan. Many people assume it will...
Many Americans work hard, save consistently, and still feel uncertain about retirement. The issue is rarely a lack of effort...
Saving for retirement isn’t just about how much you invest it’s about where you invest it. I’ve seen many people...
Most people don’t fail financially because they’re reckless. They struggle because they never build a clear plan. I’ve seen high...
When it comes to retirement planning, I’ve noticed something surprising: many people will spend more time researching a vacation than...
If you invest long enough, you’ll experience both bull markets and bear markets. One feels great. The other feels awful....
When I talk about powerful retirement tools, few compare to the Roth IRA. It’s one of the rare opportunities the...
For years, retirement planning has been treated like a math problem. Hit a certain dollar amount. Reach a certain age....
There’s a stretch of time in every retirement plan that matters more than almost everything else. It’s not the first...
A lot of people do the hard part of retirement planning first: they save. They contribute to a 401(k). They...
Retirement planning is supposed to be the part of life where things get simpler. Save consistently, invest wisely, and eventually...
Estate planning is one of those topics people know they should address but often avoid until it’s too late. The...
Small financial mistakes rarely feel dangerous in the moment. They feel like “just this once” decisions an early withdrawal, a...
Retirement planning rarely happens in isolation. It intersects with career transitions, health changes, family dynamics, and sometimes new relationships that...
