Retirement Simplified with Curtis James
Retirement Simplified with Curtis James
Playlist by Retirement Simplified with Curtis JamesIs retirement planning feeling more complicated than you were prepared for? Discover how to simplify your financial future on Retirement Simplified with Curtis James! Hosted by Curtis James, Financial…Follow the podcast:
9 clip(s) in playlist
The Retirement Number Dropped—But Should You Relax?
The 18-year bull run has many investors holding their breath, wondering if the next major market correction is just around the corner. In this episode of Retirement Simplified, Curtis James of Bear Market Financial Services breaks down the "delayed fuse" effect of 2025’s tariffs and why the sudden …
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The 17-Year Itch: Is Your Retirement Portfolio Overexposed?
As the stock market defies the odds with historic back-to-back gains, are you prepared for what happens when the music stops? Join Curtis James from Bear Market Financial Services as he breaks down why retirement planning requires a "defensive huddle" rather than a "cannonball" approach. From creat…
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Retirement Audit: Is Your Financial Plan Built to Last?
Are you afraid you'll outlive your money in retirement? Join financial advisor Curtis James as he simplifies complex retirement issues, discussing everything from market forecasts and taxation to income planning and the role of annuities. Learn why an "all-weather plan" is essential and how to buil…
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The Swiss Cheese Retirement Plan: Are You Prepared for the Holes?
Curtis James simplifies the complex decisions facing those approaching or in retirement (late 50s and 60s). This show cuts through the headlines to explore real-world planning, from navigating market volatility and tax strategies (IRAs, Roth conversions, RMDs, capital gains) to mastering your retir…
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$4 Million and Still Scared: Why Even Big Savers Fear Running Out of Money
Are you relying on retirement "advice" that's as bad as a gravy-flavored Oreo? Join financial experts Curtis James and Randy Cook for Retirement Simplified as they slice through the financial world's best marketing—like target date funds and common Social Security misconceptions—that might be setti…
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Sequence of Returns: Why Timing Your Retirement Could Cost You $778,000
Did two brothers with the same savings retire $778,000 apart? Join financial expert Curtis James and host Randy Cook for Retirement Simplified as they dive into the complex math of distributions and the sequence of returns, revealing how unexpected market timing can shatter or multiply your nest eg…
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Uncle Sam wants a piece of your 401k
That million dollar 401(k) is not all yours. You have a partner (Uncle Sam) that is claiming a piece of it. The question is: How big a bite will he get and is that bite going to get bigger? Visit Bear Market Financial Services to begin building your retirement plan today!
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A word to the DIY retirement planner
There is certainly enough information out there about markets, retirement, and how to handle your investments. What is the downside of doing your own retirement planning? Visit Bear Market Financial Services to begin building your retirement plan today!
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7 Retirement rules that are OK to break
If you put the word retirement into Google you will get a lot of formulas, rules, and advice. Some of that advice has become outdated. Visit Bear Market Financial Services to begin building your retirement plan today!
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