by Elizabeth Dupree | Sep 19, 2023 | Podcasts
People are living longer and retiring earlier…making the perfect environment for outliving your money. With this scenario, Retirement planning becomes even more...
by Elizabeth Dupree | Sep 2, 2023 | Podcasts
What is a growth stock may become a value stock and vice versa. A bear market when yo are accumulating is your friend. When you are retiring, a bear market is your...
by Elizabeth Dupree | Sep 2, 2023 | Podcasts
People don’t seem to recognize the difference between good and evil these days. It is easy to fool people into thinking something good is bad and vice versa. What do we really know about the new Covid...
by Elizabeth Dupree | Aug 28, 2023 | Podcasts
When you start taking distributions in retirement, we believe there must be a change in how you are invested. It is also so important to start saving when you are young. What can you control in your personal finances? Expenses? Setting a...
by Elizabeth Dupree | Aug 28, 2023 | Podcasts
Jim Waters, President and CEO of Bluegrass Institute for Public Policy Solutions (BIPPS) is our guest. BIPPS’s goal is intentional solutions to a series of issues that Kentucky has. Its three initiatives are 1. Educational Freedom…bringing more...
by Elizabeth Dupree | Aug 22, 2023 | Blog, Podcasts
The stock market rally has made more 401K holders into millionaires. When nearing retirement, viewing assets as an income-producing vehicle is essential. Money must be viewed differently when it is being distributed instead of compounding. View assets as income...
