Hear from founder and president, Tim Doehrmann.
This week I want to provide an update on the current market volatility, discuss important things to keep in mind during this uncertainty, and share 3 action items I am recommending to my clients.
In this week's episode of Retire Your Way Radio, I talk about how to assess the possible impact of the coronavirus (or any future pandemic) on your investment portfolio. I also use the story of Andy Dufresne from Shawshank Redemption as a great example of playing the long game.
Understanding investment fees is challenging! In this article, I discuss why investment fees are traditionally so high, how to think about value in relation to an advisor's fees, and why Eagle Ridge Wealth Advisors is different when it comes to value and transparency.
Does The SECURE Act address millions of Americans that are unprepared for retirement? I review 7 provisions of The SECURE Act and how they might affect you.
The Story of the Mexican Fisherman has been bouncing around the internet for years in one form or another. It’s been an inspiration to many, that live in the rat race or try to keep up with the Joneses, to slow down, reassess their situations, and really think about the lives they want to live.
There can be quite a bit of confusion over how and where your assets are actually held when you have an investment account in general or when you have an account with a registered investment advisor (RIA) firm like mine. This week I cover what a custodian is and does and how to avoid getting Bernie Madoffed!
This week we dig into Social Security. Optimizing Social Security is one of the biggest value-adds a good advisor can provide to the retirement planning process. I talk about why you shouldn't claim Social Security benefits just because you can, how important Social Security is for so many Americans and why the Social Security program isn't going anywhere anytime soon.
The investment landscape has greatly changed since the 1980s. Economic and societal change along with longer life expectancies are leading to recommendations of a greater allocation to equities if the client's risk tolerance will allow for it. This week I summarize a recent MarketWatch.com article about Bank of America's announcement regarding the end of the 60/40 portfolio.
In this episode of Retire Your Way Radio, I talk about the reality of how impeachment proceedings affect the stock market by looking at prior impeachments and the economic forces going on at the time.
Today I’m going to cover a listener question about dividend investing. I'll talk about five problems with dividend investing and also a better investment strategy. Check this out before deciding to add more companies to your portfolio that make regular cash payments to their investors.
In an update to a recent episode about initial public offerings, I talk about why my opinion about IPOs hasn’t changed by discussing two recent IPO examples. Then, I'll describe why it's important for my firm to be the high-value option for financial planning by telling a story about a recent conversation with a prospective client.
In this episode of the Retire Your Way Podcast, I discuss risk management, and particularly whether or not you should buy long-term care insurance to supplement your retirement plan.
In this episode of Retire Your Way Radio, we'll talk about the appeal of investing in Initial Public Offerings (IPOs), the problems with IPOs and why companies do IPOs. Plus, I cover whether or not IPOs should be a part of your investment portfolio and my personal choice of whether or not to invest in IPOs.
This episode comes from conversations I’ve had recently concerning interest rates, inflation, economic growth and why they are all relatively low in historical terms. We dig into how the global financial paradigm has changed and why the basic principles of investing can no longer be taken for granted in today’s world.
Retire Your Way Radio is a podcast hosted by me, Tim Doehrmann, CFP. In this first episode, I talk what you can expect in future episodes and why someone would want to work with a fiduciary. I also describe my backstory including how I went from running a hardware store to running a fiduciary, registered investment advisor firm.