エピソード

  • Planning Your Income Stream For Retirement
    2023/03/07

    Retirement planning isn't a one-size-fits-all approach. Designed to help bring awareness to the different strategies available, Roger describes one of his latest tools, a Retirement Income Style Awareness (RISA) profile. He also shares examples of how a tool like this can help simplify and focus your retirement planning with a crafted solution that's right for you.

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    20 分
  • Planning Ahead for 2023
    2023/02/06

    Everywhere you look these days, you'll hear terms like overvalued stocks or an impending pop of a real estate or financial bubble. In this episode, Roger gives us a glimpse into what may be ahead for all of us in 2023, and most importantly, where your attention should be focused to secure a smart and safe retirement.

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    26 分
  • A Look Back at 2022: The End of an Era
    2023/01/11
    Roger describes 2022 as the end of a watershed era. In previous episodes, he's shared his thoughts about where things might be headed, and on this episode, Roger confirms many of those predictions. So what does this all mean for you and your strategies to retire happy?
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    22 分
  • Preparing for the Unknown
    2022/11/18

    In this episode, Roger shares his thoughts on how to best prepare for the unknown, and what that does to someone’s ability to retire happy. He also shares some insights into recent news with talks about a recession and prolonged inflation and what you can do to weather the storm.

     
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    28 分
  • Will Your Retirement Plan Work During a Recession?
    2022/10/24
    In this episode, Roger discusses how retirement plans may be affected if we enter a recession, and what you can do now to best prepare for a potential financial storm on the horizon. He also reminds his listeners to be on the lookout for new opportunities to convert risks into rewards in order to better guarantee a happy retirement.  
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    29 分
  • Is Cryptocurrency All It's Cracked Up to Be?
    2022/09/12

    In this episode, Roger shares his take on the chaos and confusion behind cryptocurrency, and whether it's a wise investment for those looking to retire with security in mind. He also walks us through some historical trends similar to crypto and how those strategies ended for those swept up in the craze.

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    31 分
  • A Review of Roger's Predictions for the Year
    2022/07/01

    In this episode, Roger takes a look back at some of his predictions, including what worked out and what still hasn't. We'll also review the Rule of 72, and how some of his most straight forward financial insights still stand strong today.

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    30 分
  • The Importance of Not Losing Money
    2022/05/12

    In this episode, Roger shares why he believes times of uncertainty do not equate to times of inaction especially when it comes to your finances. He also explains how Warren Buffett’s two rules of investing are applicable today and what kind of methods you can use to avoid financial loss.

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    28 分