asset allocation

The Retirement Equation: Control What You Can, Plan for What You Can’t

In this episode, Scott breaks down the “retirement equation,” a framework that helps you separate what you can control, what you can influence, and what’s completely out of your hands.

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The Retirement Equation: Controlling What We Can Control

Knowing what is within your control, what you have some control over, and what is entirely out of your control can make a significant difference in how you approach planning.

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With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?

Is ‘Lazy Money’ still a concern in 2024’s higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments.

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How Millionaires Invest Their Money

How do millionaires invest their money? If you’ve ever wondered how they do it, today’s show is for you. From asset allocation to market timing and security selection, we’ll explain how millionaires handle these topics.

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