
Drinking the Annual COLA - November 23, 2025
Today Robert addresses the annual Social Security Cost of Living Adjustment, or COLA, set at 2.8% for 2026, as well as other changes to the program. Later he answers more questions from the mailbag.Mo...
23 Marras 202529min

Optimism About the Future - November 16, 2025
There is a new survey that indicates that a majority of financial advisors feel optimistic about the immediate future of the economy. Robert addresses this topic and the importance of having a plan to...
16 Marras 202529min

The New Retirement Reality - November 9, 2025
A new study shows most Americans believe they need at least a million dollars to retire comfortably. These same studies show Americans have generally saved far less than that. Robert stresses that pen...
9 Marras 202529min

Key Habits of Retirees - November 2, 2025
A Yahoo Finance study showed that certain habits of successful retirees revolve around ways to make their money last, including preserving assets and saving on taxes. Robert addresses these issues and...
2 Marras 202529min

Financial Planning Month - October 26, 2025
October is Financial Planning Month, and Robert looks at what financial planning is through the eyes of someone who mainly deals with retirement planning and what it entails. Money Mindset is a weekly...
26 Loka 202529min

Social Security Within Your Plan - October 19, 2025
With the annual COLA about to be announced for 2026, Robert takes a look at Social Security, how it benefits your plan and the areas where it falls short and how you need to make sure you augment your...
19 Loka 202529min

Planning For Health Care - October 12, 2025
Health care costs keep rising and recent studies show many people haven't planned well enough to account for this. Robert takes a look and stresses the importance of including a solid health care comp...
12 Loka 202529min

Balance Your Retirement Portfolio Now - October 5, 2025
Robert discusses balancing your investment portfolio and why it can be important when it comes to the make-up of your plan and staying away from having too much in one particular area.Money Mindset is...
5 Loka 202529min



















