Common sense retirement planning advice that answers the tough money questions. The Plan 2 Retire Podcast will guide you through the noise of mainstream financial advice that is not always in your best interest. Making you a better investor, consumer and helping you make smart money choices as you journey through retirement.
Certified Financial Planner professional, Jeff Bowers, with over 30 years of financial services experience breaks down the hard to understand in simple, actionable steps to help you maximize your Social Security, learn how to invest your retirement funds and coordinate your health care choices.
Please join us by listening and subscribe to our podcast.
Head over to Plan2Retire.com to learn more, schedule a no obligation introductory phone call, or to subscribe to this free podcast on your favorite podcasting platform.
When you live in California, you know an earthquake is coming, you just don’t know when!
How important is asset allocation? Can we time the markets? – Apollo Lupescu from Dimensional Funds joined us to answer these two crucial questions. With the nickname “the secretary of explaining stuff”, he is the perfect guest for this topic. Apollo Lupescu is a Vice President at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of California, Santa Barbara. In this podcast Apollo and Jeff explore:
· Defining goals before investing
· The importance of a plan and advisor
· Ways to accomplish stability and growth
· Mitigating risk and when to reallocate
· Emotional investing
· Recent geopolitical and inflation concerns
For more information on Dimensional Funds visit https://us.dimensional.com/ (https://us.dimensional.com/)
You can find our disclosures at https://plan2retire.com/ (https://plan2retire.com/)
Click Here to Schedule a No-Obligation Introductory Phone Call (https://plan2retire.as.me/schedule.php?appointmentType=14004552)
Other things to check out:
Apollo Lupescu on LinkedIn (https://www.linkedin.com/in/apollo-lupescu-78a3b87a/)
2020 Hindsight: And Economic and Market Update with Apollo Lupescu, PhD (https://privateocean.com/media/2020-hindsight/)
Listen on:
Google Podcasts (https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5jYXB0aXZhdGUuZm0vcGxhbi0yLXJldGlyZQ)
Spotify (https://www.spotify.com/us/premium/?utm_source=us-en_brand_contextual-desktop_text&utm_medium=paidsearch&utm_campaign=alwayson_ucanz_us_performancemarketing_core_brand+contextual-desktop+text+exact+us-en+google&gclid=Cj0KCQiA3smABhCjARIsAKtrg6JYFURZh-A6Lksg59jo41FdFwlbihJnJ26kCPVk-4Kw5GLiBIJz2BgaApFcEALw_wcB&gclsrc=aw.ds)
Apple Podcast (https://apps.apple.com/us/app/apple-podcasts/id525463029)
RSS Feed (https://feeds.captivate.fm/plan-2-retire/)
3 May 2021
Misconceptions in the Market
In this podcast we have great information to share with you with the help of Dimensional Funds. Often existing clients and plan participants tend to have several questions regarding these topics. Below you can find PDF documents with visuals for the topics.
Jeff will discuss:
· The need for diversification
· Do downturns lead to down years
· Bear and bull markets
Downturns Instagram Post (https://www.instagram.com/p/COOCAF1snFa/)
Bull and Bear Instagram Post (https://www.instagram.com/p/COQyQCYMc6d/)
Dimensional Fund Advisors (https://www.dimensional.com/?gclid=Cj0KCQjwsqmEBhDiARIsANV8H3ZivQBGwtkDD8NPtLxTBIRjb9wYonisL_8tOXTHvDyNSIHg4FGDumkaAiTtEALw_wcB)
You can find our disclosures at https://plan2retire.com/ (https://plan2retire.com/)
Click Here to Schedule a No-Obligation Introductory Phone Call (https://plan2retire.as.me/schedule.php?appointmentType=14004552)
5 Apr 2021
Prepared to Lose Power
Recently, Texas experienced a major power outage due to severe storms. At one point and time more than 4.5 million people did not have power. Are you prepared for a disaster such as this? On this podcast we have David McDonald, with Apparatus Repair and Engineering, and Mike Radaker, with MEC, to talk generators. Tune in to learn more about what you may need to be prepared.
Jeff, Mike, and David will discuss:
· How to decide what you need in a generator
· The installation approach
· The technological advances in generators
· Fuel sources for generators
· Installation in a new home versus and existing home
· The heightened awareness of what we deem as necessities
· The future of electric
https://www.apprep.com/ (https://www.apprep.com/)
http://www.mec-electrical.com/ (http://www.mec-electrical.com/)
https://www.linkedin.com/in/mike-radaker-305bb678/ (https://www.linkedin.com/in/mike-radaker-305bb678/)
https://www.linkedin.com/in/david-mcdonald-b85ab6182/ (https://www.linkedin.com/in/david-mcdonald-b85ab6182/)
You can find our disclosures at https://plan2retire.com/ (https://plan2retire.com/)
Click Here to Schedule a No-Obligation Introductory Phone Call (https://plan2retire.as.me/schedule.php?appointmentType=14004552)
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