25 Things to Consider When Investing

11 – 25 Things to Consider When Investing

We cover what we consider the top 25 items to examine when it comes to investing in stocks and bonds, which is just the tip of the iceberg. Investing is about so much more than the stock market, and there are many things to consider when investing.

Episode 10 - Thanksgiving and Timely Reminders

10 – Thanksgiving and Timely Reminders

With Black Friday and Cyber Monday looming around the corner, Bob and Mary Jo share tips for sticking to a budget when it comes to gift giving and money spending. They also touch on other year end topics including charitable gift giving, reviewing your tax situations, and maximizing your retirement plan contributions.

Episode 9 Creating an Income Stream in Retirement

9 – Creating an Income Stream for Retirement

Have you created an income stream for retirement? This is something many of us worry about on a daily basis. In this episode, Bob and Mary Jo discuss different topics surrounding retirement income such as replacement income and how to avoid dipping into the principal of your investments early on, as well as the guidelines surrounding your Required Minimum Distribution (RMD).

Episode 8 Residential Rental Real Estate

8 – The Real Yield of Residential Rental Real Estate

Join Bob and Mary Jo as they talk about residential rental real estate, its pros, and its cons. From maintenance of a rental property to seasonal and vacation rentals, they go in depth to the many facets surrounding this secondary source of income.