Invest Well Show

44: Stock market down big, what to do now #Covid19

43: The Corona Virus market dip

43: The Corona Virus market dip #Covid 19

43: The Corona Virus market dip #Covid19

42: How fees affect your investments

41: Why you should change financial plans

38: Bringing confidence to your investments

37: Over Diversification

36: Women & Wealth

35: Do you have a legacy plan?

34: Is it time to take some profits?

33: Stages of your financial life

32: Protecting your assets from today's litigious society

31: How to simplify your retirement

Would you take financial advice from someone who makes 47 million dollars a year? We’ll introduce you to the highest paid woman on TV and what we can learn from her.

31 - How to simplify your retirement

Would you take financial advice from someone who makes 47 million dollars a year? We’ll introduce you to the highest paid woman on TV and what we can learn from her.

30: How politics affect wealth and what to do now

It’s interesting how one comment on social media can change the direction of the daily markets. Yet there are decisions in Washington that can have a bigger long-term effect on our wealth.   Can you plan around these events?

29: Is recession coming?

28: How to avoid paying Uncle Sam too much in taxes

27: Building your financial house

26: Setting your investments up for success

Do you have a purpose for each one of your investments? Are you positioned for success in up, down or flat markets?

25: Taxes the worst part of the game

The tax code is over 70 thousand pages. Is it possible there is SOMETHING in there that might help you legally KEEP some of the money you’ve been sending to Uncle Sam every year?

24: A true tailored approach to your wealth

23: The advantages and disadvantages of private equity investments

22: Make your big financial moment last

Baseball great Bobby Bonilla has been retired from the game since 2001, but every July he still gets a check for 1.19 million dollars. How can you create your own “Bobby Bonilla Day?”

21: What do your investments actually cost you?

After you subtract fees, inflation and market down turns, how much are you really making on your investments? How can you find out, and how can you improve your performance.

20: Free college for all, is it a good idea?

Bernie Sanders wants to forgive student debt and make Wall Street pay for it. How does that affect you? You might be surprised.

19: Does the Fed know something we don’t?

The Fed is hinting at raising interest rates. Why? Are they bowing to political pressure or is there something coming in the economy that we don’t know about?

18: Identifying your investment risk

The market was down 18% in the last quarter of 2018, now it’s back up 22%. Why are you not back to even?

17: Preparing your investments for the new economy

Are we entering into an economy that could change your investment philosophy?

16: Reduce your fees, increase your cheese

Whether it’s luggage on a plane, cell phone service, hotel stays, or ATM charges, we live in a world of fees. The financial services industry is no different. How do you identify these fees and put more of that money in your pocket?  

15: Preparing for the next market crash

We've seen a lot of market volatility in the last few weeks.  If this is the start of something bigger, are you prepared?

14: Building wealth takes more than luck

You may have heard “it’s not timing the market, it’s time in the market.” Today Michael talks about what may be a more important factor.

13: Stock buybacks and the Muni bond craze

What happens to the market if companies STOP buying back their own stock. Plus, why is money pouring into Muni Bonds?

12: Tax savings ideas and your tax structure

11: Preparing for retirement

What are the steps you should be thinking about when you enter the next phase of your life called retirement? Michael looks at preparations for your financial and personal life.

10: Trump, Collusion, and Markets

There are many factors that affect our markets. Will the current political headlines be a positive or negative force on Wall Street?  

9: How to protect against a stock market crash

10 years ago, this week marked the bottom of the financial crisis. How do you guard your money from taking a hit like that again?

8: Is your financial plan out of date?

Are you still going with the stock, bond and mutual fund model? Isn’t there something more?

7: A clear investment plan helps improve results

Can you grow your wealth when market expectations have been lowered?

6: Protecting your wealth from taxes

Protecting your money goes beyond down markets. Do you have a tax strategy for your wealth?

5: Global Slowdown

The US economy leads the world. Will the rest of the world drag us down?

4: Is the 401k coming up short?

Baby boomers are now using the 401k to fund their retirement. Was the model over sold?

3: The advantage of a Multi Family office

Why should you seek out a financial advisor with the Multi-Family office model?

2: Are we headed for another lost decade?

Politics, interest rates, and projections a seem to be pointing toward tough times ahead.

1: The Life and influence of Jack Bogle

Jack Bogle, the founder of Vanguard recently passed away. What can we learn from his approach to investing?