Where Crisis & Opportunity Meet

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Where Crisis & Opportunity Meet To write the Chinese word for “crisis,” you combine elements of two different Chinese characters. One character means “danger” while the other one means “opportunity.” Translated into English, it means “opportunity riding on a dangerous wind.” Let’s […]

The Things That Don’t Matter… Until They Do

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The Things That Don’t Matter… Until They Do Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter until they’re the only thing that matters. On that […]

The Great Resignation

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The Great Resignation We discuss how many are learning about their retirement through ‘uncommon sense’ and also how the Great Resignation is hitting the American workplace right now in a big way.Get Your Guaranteed AnnuityGet Access To The IFL Manual VaultClick here […]

The Ridiculousness Of Google Searches and ‘Secure 2.0’ Goals

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The Ridiculousness Of Google Searches and ‘Secure 2.0’ Goals On today’s show, we discuss how ridiculous some Google searches for retirement planning can be and what red flags you should look out for. We also talk about the current Secure 2.0 Bill […]

Listening To The Money Doctor

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Listening To The Money Doctor If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life.Get Your Guaranteed AnnuityGet Access To The IFL Manual VaultClick here to listen to […]

Financial Planning In Biden’s America

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Financial Planning In Biden’s America We’ve surpassed the first 100 days of Joe Biden’s presidency and, so far, it has already provided plenty of fodder for discussion in the financial planning realm. Let’s look at some of the top issues of the […]

Are You Flirting With Disaster?

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Are You Flirting With Disaster? Matt and Nick discuss 5 areas of your financial life where you might be flirting with disaster and don’t even know it. The guys will also answer an email question about investing in just one stock.Get Your […]

March Madness & Retirement Planning

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. March Madness & Retirement Planning With March Madness about to come to a close and the NBA Playoffs around the corner, basketball is still on the mind for some people. What can we learn about retirement planning by exploring some concepts in […]

Alternative Investments

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Alternative Investments By: Walter Storholt March 16th, 2021 . The “normal” investment world already seems crowded with endless possibilities of companies and ways to invest. Yet there’s a segment of the market classified as alternative investments that many people find intriguing. Could […]

This Is Why You Never Assume

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. This Is Why You Never Assume We often see people making certain assumptions about retirement that just aren’t correct. Matt and Nick explore some common assumptions that they see in their office.Get Access To The IFL Manual VaultClick here to listen to […]

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Colton G.
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Dustin L.
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Delightfully professional, persistent, and really absolutely excellent communication .