All Episodes
Plan For Life Now — 138 episodes
Episode #131: A lot of Chat, and a Useful Nugget
Episode #130: Summertime Snooze
Episode #129: Raging Bull
Episode #128: Party Like it's 1929
Episode #127: March MadnAIs
Episode #126: Only a Little bit of Coin is Left
Episode #125: What's Next?
Episode #124: The AI Quandry
Episode #123: Dave had a Dream
Episode #122: Summering at the Cambridge Conference
Episode #121: You, Me and the BBB
Episode #120: Calm After the Storm
Episode #119: Tariff Trouble
Episode #118: March Sadness
Episode #117: The Federal Retirement Pod
Episode #116: Lessons to Live By
Episode #115: The Trump (Gravy?) Train
Episode #114: Frothy the Dow Man*
Episode #113 - Election Correction?
Episode #112: Bubble Trouble?
Episode #111: RIP Danny K!
Episode #110: Play It Again Scam
Episode #109: 2024-The Year Of Noise
Episode #108: Charlie we Hardly Knew Ye*
Episode #107: The World is Unpredictable
Episode #106: New Federal Long Term Care Insurance Price Hike!
Episode #105: Fear And Loathing in Retirement?
Episode #104: Scary Financial Scare Tactics
Episode #103: Cash on the Sidelines?
2023 5 31 - The Psychology Of Money
Episode #100*
Episode #100: Too Big to Fail
Episode #99: Interesting take on Interest Rates
Episode #98: Will it be a happy 23?
Episode #97: Wrapping up 2022
Podcast #96 Thanksgiving Potpourri
2022 10 13 Podcast #95 - Theories About Market Theories
Episode #94-Where did Summer Go?
Episode #94: How Low Can It Go?
Episode #92: The Bear Has Arrived
Episode #91 - Are We In A Bear Market?
Episode #90 - The Current State Of The Market And Listener Questions
Episode #89: Is this the start of the next bear market?
Episode #88-An Ugly Start to 2022
Episode 87 - Long Term Market Assumptions: Looking back and looking forward
Episode #86 - How To Prepare For Higher Taxes
Episode #85: Inflation Rears Its Ugly Head
Episode #84 Outrage Marketing In The World Of Personal Finance
Episode #83-Things that Might or Might not Happen in 2021
Episode #82-Diversifying isn't Zesty
Episode #81-Is Inflation Here to Stay?
Episode #80-Five Big Money Risks in Retirement
Episode #79-The Future of Meetings and the Death of the 60/40 Portfolio
Episode #78-One year Anniversary of the COVID Decline
Episode #77-Recent Stock Market Losses and Rising Interest Rates
Episode #76-Average 401K balances and Growth vs Value
Episode #75-Talking Taxes
Episode #74-Setting the Stage for 2021
Episode #73-Conventional Wisdom And Investing
Episode #72 Which Political Party Is Better For The Stock Market
Episode #71-Gambling, Inflation And Scams
2020 8 20 How Well Do You Know Social Security Rules
2020 7 17 The Impact On Savers And 10 Year Predictions
Episode #68-When To Sell Stocks
Episode #67 Coronavirus Update and Social Security COLA
Episode# 66-What to do if you Retire Right Before Coronavirus
Episode #65: Old Man Dividend And The Long Term Effects Of Stimulus
Episode #64- More Coronavirus Updates
Episode #63 - Coronavirus Update
Episode #62- What We Don't Know About Stocks
Episode #61 - SECURE Act and 2020 Outlook
2019 12 18 SECURE Act And Dave's Friend
2019 11 18 Late Cycle Investor Overconfidence
Episode #58-Politics And A Guide To Uncertain Markets
Episode #57-Retirement Grabbag
Episode #56-Spend Safely in Retirement Strategy(SSiRS)
Episode #55 - Client Case Study
Episode #54 Barry Ritholtz And 10 Things You Should Never Say In Finance
Episode #53-Golf Lessons And Buying In
Episode #52 Talking Heads In Finance
Episode #51-Market Updates and LTC Changes
50th Episode: 50th Show
Episode #49: 2019 Government Shutdown And Barry Ritholtz
Episode 48: Old Man Dividend Returns!
Episode 47: Client Concerns In A Falling Market
Episode 46: Volatility Is Back!
Episode 45: 10 Year Anniversary And Professor Fritz Meyer
Episode 44: Market Update And The Half - Life Of Investment Ideas
Episode 43: Value Added Services Of An Advisor
Episode 42: QCDs And Corporate Debt
Episode 41: OPM Recommendations For Pension Changes
Episode 40: Financial Independence Retire Early
Episode 39: Long Term Care Insurance
Episode 38: The Four Horseman Of Retirement Planning
Episode 37: Market Volatility
Episode 36: Town Courier Profile On Capitol Retirement Strategies
Episode 35: Humility In Investing And Bitcoin
Episode 34: Tax Reform, Social Secuirty And $1M Poverty
Episode 33: The Cycle Of Investor Emotions
Episode 32: Tax Reform 401k Contribution Limits
10/16: Richard Thaler's Nobel Prize
9/13: The Never Ending Bull Market And Sequence Of Returns
8/25/17: The Value Of Financial Advice
8/3/17: Financial Planning In The Buffet Line
7/23: Dave's Pet Peeves
7/7: The Meaning Of Financial Independence
6/29: Investor Fears
6/12: Health Care Costs In Retirement
2017 5 11 Take A Look At The Next Bear Market
5/5: Questions And Answers
2017 4 7 Confessions Of A Personal Finance Writer
2017 3 21 Investing Opinions From Really Smart People
3/15: Warren Buffett's Annual Letter And An LTCi Update
2017 2 23 The Pros And Cons Of Investing Under President Trump
2017 2 3 Minimalism, Blueprints And Fiduciaries
1/13: Why Diversification Still Makes Sense
1/4/17: Let History Be Our Guide for Investing in 2017
12/15: Dave Interviewed For The NY Times About LTCi
12/8 - Do You Need A Financial Advisor?
11/29 - Losses in Bonds and John Hancock LTC
11/9 - Post Election Discussion
11/2 - Expected Rates Of Return And LTCi Awareness
10/25 - Social Security COLA
10/18 - QCDs And LTC
10/4 - Presidential Elections And Stock Market Returns
9/30 - Sam Huff LTC And Social Security
9/16 - Skins, LTC, Wells Fargo
Plan For Life Now - 9/1
Plan For Life Now - 7/29
Plan For Life Now - The Podcast - 7/22
Plan For Life Now- The Podcast - 6/24/16
Plan for Life Now - 6/19/16
PFLN (Telescoped) For 061216
Plan For Life Now - 05/29/16
Plan for Life Now - 5/22/16
Plan For Life Now - 05/15/16
Plan for Life Now - 05/08/16
Plan for Life Now - 04/17/16