Preview Mode Links will not work in preview mode

Aug 31, 2022

The housing market is a perilous place right now, especially for people over 50. Prices in certain areas are out of reach for many seniors who want to relocate, yet rising mortgage rates are making it difficult for many homeowners to sell at their asking prices. In this episode, Terry, Pam and Richard weigh the pros and...


Aug 12, 2022

What does the employment outlook look like for older Americans who will be looking for new jobs or want to hold on to the jobs they have? Will there still be remote or hybrid opportunities for those who don’t want to be in the office full time? And when today’s hot job market begins to cool, will there be a place...


Aug 12, 2022

Many financial advisors are not doing much to help their clients prepare for retirement other than managing their investments. In this episode, the three friends discuss the many other ways a truly independent, fiduciary financial planner can holistically come up with a comprehensive plan to help retirees answer their...


Aug 1, 2022

In this episode, Pam, Terry and Richard discuss the pros and cons of socially responsible investing, whose increasing popularity is being driven mainly by women. In particular, they examine whether women sacrifice returns by investing in stocks or ESG funds that align with their personal values. The answer may...