Preview Mode Links will not work in preview mode

Retirement Compass

Sep 15, 2022

Tim and Jeff interview Miguel Rios, a product specialist and research strategist with Blue Rock about the Total Income and Real Estate Fund.

Takeaways

  • The fund is set up for income and capitol appreciation. In its ten year history, the fund has paid a quarterly dividend averaging 5.25% annual interest
  • It primarily...


Aug 5, 2022

Today Tim and Jeff are joined by Alex Bobbin, a senior investment analyst at Brookstone Capitol Management.

Takeaways

  • The main topic is called a structured note, which is an alternative investment that combines a zero-coupon bond with an options package. They are positioned for investors primarily for income...


Aug 5, 2022

A retired University of Kansas professor, Dr. David Eckert, recently talked in an interview about how what he thought retirement was going to be like is different from the reality of it. Tim and Jeff expand on this subject in today's podcast.

Takeaways

  • You need a plan not only for your finances, but also with what you...


Aug 5, 2022

Most baby boomers don't have access to pensions, and with the longer lifespans of today, chances have grown that they may run out of money. Health care and inflation are huge concerns. The Retirement Compass process takes inflation into account, as well as health care, growth, legacy planning and, of course,...


Aug 5, 2022

In this episode Tim and Jeff talk about the biggest concerns retirees have going into retirement.

Takeaways

  • Running out of money is the biggest concern of retirees. One of the big reasons for this is the possibility of going into long term care, which is expensive and rising in cost faster than...