Optimizing Portfolio: S&P 500 and International Stocks

We are frequently asked is “Is the S&P all I need to retire?” Let's address this question by going through 53 years worth of data, plus why the stakes are…


2024 election and stock market

How the 2024 Election Will Impact Your Investments

How will the 2024 election impact your investments? What does that data say? Is this time different?  In this video, Anthony and Alex discuss the potential…


Regret-Free Retirement

Embark on a transformative journey towards a regret-free retirement. Uncover the wisdom derived from the poignant observations of palliative care workers,…


Fourth Quarter 2023 Investment Market Review

Take a look at our fourth quarter 2023 Investment Market Review. Download our free PDF.


save your retirement

Save Your Retirement Plan With This Proven 3-Step System (2024)

Have you been delaying your retirement planning? In this weeks video, Anthony Saffer goes through how to effectively save your retirement using a proven 3-step…


work one more year

Should I work one more year? And does it matter? A framework to retire ASAP

Our expert framework delves into the 'work one more year' dilemma, providing insights and solutions for a secure retirement.


Navigating Challenges of Social Security Benefits

Discover the intricacies of Social Security benefits and how their purchasing power is evolving over time. Uncover the challenges retirees face, from…


Successful Retirement Planning with $3 Million

Explore the key elements of successful retirement planning with Anthony, from mastering your finances with the 'live, give, or grow' system to accounting for…


$2.5 Million Retirement Case Study

Delve into the intricacies of retirement planning with our comprehensive analysis of the Yahoo Finance 2.5 million case study. Uncover the impact of…


Overlooked Expenses in Retirement

Alex and Anthony discuss commonly overlooked expenses and discover the strategic financial planning necessary for a secure and fulfilling retirement.


High Dividend Investing Risks for Retirement Income

High Dividend Investing Risks can pose significant challenges for retirees seeking a reliable income source during their golden years. In this article, we…


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