Micro-Retirement: Fad or For Real?
David Meche and Kevin McAlpin discuss the inauguration of Donald Trump and what it could mean for the "Trump Tax Cuts" that are to sunset at the end of the year. Speaking of taxes, what deadlines are coming up that you need to know about before April 15th? David and Kevin also discuss the new buzz…
Long Term Care and The Rolling Stones
David Meche gets raw about why retirement planning, especially long term care, hits home for him and why he is so passionate about what he does. He also examines how the Rolling Stones have fought retirement and how you might be able to keep your foot in the door if you would like to keep working a…
What can Juan Soto teach you about taxes?
David Meche and Kevin McAlpin discuss the current state of the stock market, emphasizing a cautious approach to investing as we move into 2025. They highlight the importance of having a solid retirement plan that balances risk and accumulation, especially as individuals transition from saving to dr…
Best Of: It's Not One Size Fits All
David Meche and Kevin Blanchard discuss the realities of retirement savings, emphasizing that the commonly cited figure of $1 million is not a one-size-fits-all solution. They explore the importance of understanding individual income and expenses in retirement, the need for flexibility in retiremen…
Best Of: Navigating the Retirement Maze
David Meche and Kevin Blanchard, along with Kevin McAlpin, discuss the importance of having a solid retirement plan, addressing common concerns and fears that individuals face as they approach retirement. They emphasize the need for financial education and clarity to help clients feel confident abo…
Lessons from Cher About Retirement
Kevin Blanchard discusses various topics related to retirement planning, including the importance of understanding hidden fees in investment accounts, the significance of joint financial planning for couples, and reflections on Cher's memoir highlighting financial awareness. The conversation emphas…
Hidden Fees in Sports and Retirement
David Meche and Kevin Blanchard discuss the importance of understanding hidden fees in retirement plans, particularly in 401ks and IRAs. They emphasize the need for transparency in financial services and the value of personal relationships with financial advisors. The conversation also covers the i…
Best Of: Managing Your Old 401(k)s
The conversation delves into the complexities of 401(k) plans, focusing on the fees associated with them, the importance of managing old 401(k)s, and the financial awareness of athletes. Serena Williams may be able to afford not claiming prizes, but can you? David Meche, Kevin Blanchard and Kevin M…
It's Not One Size Fits All
David Meche and Kevin Blanchard discuss the realities of retirement savings, emphasizing that the commonly cited figure of $1 million is not a one-size-fits-all solution. They explore the importance of understanding individual income and expenses in retirement, the need for flexibility in retiremen…
Best Of: The Sweet Spot of Retirement Planning
David Meche and Kevin McAlpin discuss the parallels between Halloween candy preferences and retirement planning, emphasizing the importance of understanding different retirement accounts like 401ks and IRAs. They highlight the need for diversification as individuals approach retirement and the sign…