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John's Podcast

The Holistic Retirement Podcast

An integrated understanding of your retirement lifestyle and living healthy and happy.

Latest White Paper

Floor Income Retirement

Analyzes your current assets and identify your future goals for retirement income. Evaluate the basic expenses that you have to spend every month to maintain your current lifestyle.

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Resources

FINANCIAL STORMS AND RETIREMENT INVESTING

The world has thrown us all a wild card called COVID 19. How we play this card will impact us personally in both the short and long term. The reactions in the financial markets have been extremely volatile, breaking downside short term selling records going back to the Great Depression-era of the 1930s.

April 29, 2020
Resources

Do you have anxiety about your retirement?

The current state of our markets, the election, and interest rates are one of the most difficult starting points for retirement planning I've seen in 25 years.

January 10, 2020
Resources

White Paper: Floor Income Retirement

Analyzes your current assets and identify your future goals for retirement income. Evaluate the basic expenses that you have to spend every month to maintain your current lifestyle.

November 21, 2019
Resources

Do you have a floor income plan for your retirement?

Do you know where the income from your retirement portfolio is coming from to pay your monthly expenses? A customized floor income pan can provide specific recommendations to match income and cash flow to necessary household expenses.

November 21, 2019
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