In this episode, we explore the potential impact of recent political developments on retirement planning and market trends over the next four years. With Dave on vacation, Cole Williams, our associate

We read the news so you dont have to! - Welcome to your October roundup of retirement headlinesa month bursting with insights and strategies that could redefine your retirement planning. Whether you

Join us for an insightful conversation with Shane Topping, a senior at Michigan State University and an intern at Shotwell Rutter Baer (SRB). In this episode, we explore the unique experience of inter

In this thought-provoking episode, we explore the intriguing concept laid out in Bill Perkins' book "Die With Zero," which challenges traditional notions of retirement savings and spending. Join us as

In this episode, we dive into the key developments in the markets during the third quarter of 2024, along with an update on the current economic environment. Join us as we discuss how stocks surged ac

In this enlightening episode, we take a deep dive into Dr. Peter Attia's compelling book, Outlive: The Science and Art of Longevity. Join us as we explore the intersection of healthspan and lifespan,

We're back with another round ofretirement planning headline news reviews. As we like to say,we read the news so you don't have to. Although, maybe you will want to after you hear ustalk about them

In this episode we explore the latest developments in retirement planning, focusing on the implications of recent Federal Reserve actions and how they affect cash strategies for retirees. Join us as w

In this episode, we tackle the alarming rise of investment fraud targeting retirees. Cole Willams joins us again to discuss the increasing prevalence of scams, driven by economic hardships and advance

In this episode, we tackle the complex world of student loans and how to help your kids make informed decisions about their educational financing. From the intricacies of different loan types to the p