When I sit down with clients like George and Weezy, I’m reminded that retirement planning isn’t just about numbers 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
When I talk to people about retirement, the conversation often starts with money but it’s never just about money. Retirement...
Why Retirement Planning Needs a Smarter Approach Retirement planning is rarely one-size-fits-all. From managing Roth accounts to deciding whether to...
The Social Security Fairness Act, signed into law in January 2025, is a game-changer for millions of retirees. By eliminating...
Roth conversions are one of the most powerful tools in retirement planning, but they aren’t a one-size-fits-all solution. Done strategically,...
Retirement planning is never one-size-fits-all. The right strategy depends on your savings mix, income sources, and timeline. In this session,...
When it comes to retirement planning, everyone seems to have a “magic number” or a simple formula to follow. But...
When I talk with people about retirement, the questions often range from the highly technical like 72(t) withdrawals to the...
When I think about what it means to live a meaningful life, Jonathan Clements’ story comes to mind. Jonathan, a...
When I think about retirement planning, one thing stands out: preparation isn’t just about money, it’s about peace of mind....
Let’s be honest retirement is scary for a lot of people. In fact, 64% of folks are more worried about...
When it comes to planning for retirement, the sooner you start the countdown, the better. In our recent session, Big...
President Trump recently reignited his criticism of the Federal Reserve, slamming it for keeping interest rates too high and accusing...
1. Ignoring the Non-Financial Side of RetirementRetirement isn't just about money—it's about purpose, lifestyle, and relationships. Many retirees fail to...
When most people think about retirement, they picture decades of diligent saving followed by a comfortable life of leisure. But...
