In this episode, Roger explains the role Social Security actually plays as part of a retirement investment strategy. He talks us through what his research shows, what’s really at stake, and how the wrong choice today could cost hundreds of thou
In this episode, Roger discusses the basics of refinancing and explains how individuals can use debt as a tool to build more equity. He also shares some of the most common mistakes people make when it comes to debt and asset management, especia
In this episode, Roger discusses some of the potential tax increases currently being discussed in Congress and how individuals can take action now to minimize their tax burdens in the future. He also shares some helpful resources that will help
In this episode, Roger discusses the true value in tax planning - when to start and how to best prepare for what’s to come next. As we’re inching closer to the tax filing deadline this April, Roger shares how financial decisions made today will
In this episode, Roger discusses taxes, specifically what to anticipate with changes in tax laws this year and beyond, and how you can best prepare yourself before you file. We also uncover what studying our economic history may tell us, and ho
No one could have predicted 2020 would end with a global pandemic, and what's to come for the rest of 2021 is anyone's guess. But in this episode, Roger offers advice on how to live with and face up to the things in life we can control, and how
With so much uncertainty in the world today, it’s more difficult than ever to make decisions that can help you progress toward your financial goals. In this episode, Roger explains how you can build a retirement income plan that will allow you
In times of economic crisis or uncertainty, people are more likely to get scammed. So how can you protect your investments and avoid being taken advantage of? In this episode, Roger shares five key questions you should always ask before making
Even with all the economic difficulties we’ve seen because of COVID-19, there are still certain strategies and investments that are working well for people. In this episode, Roger shares his insight into some of the assets he recommends right n
In today’s episode, Roger explains how different types of advisors get paid, and he shares some questions you can ask to make sure you’re protecting yourself and your assets. Roger also describes the advantages that come from working with a goo
Even as millions of Americans are applying for unemployment and major companies are laying people off, the stock market has been rising. In today’s episode, Roger breaks down the reasons for this growth and explains why it might not last.
In this episode, Roger shares 5 tips to help shut out the noise and reduce stress around our finances. He also explains how working with an expert and using tools like the Thought Organizer can help you navigate these complicated circumstances.
As the global economy has dramatically shifted in response to COVID-19, many people believe that markets will bounce back quickly and look forward to a day when we can return to normal. In this episode, Roger explains why that is unlikely to ha
In this episode, Roger explains what causes major past economic market shifts and what lessons we learned then that can help us in the present. Roger also walks us through how Behavioral economics are playing a role in today's situation, and ho
The world is changing in a way we’ve never seen before. But one thing remains the same: we all want to retire happy. However, there’s an enormous amount of fear and uncertainty due to COVID-19 Global Pandemic. In this episode, Roger shares his