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Retirement Watch Weekly

IRA Conversions: Myths, Facts and More You Need to Know

February 11, 2022

In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more. […]

Bob’s Journal for 2/10/22

February 10, 2022

Stock Picking Matters More Now Index investing is great in a bull market, but active investing (or stock picking) can be safer when the Federal Reserve stops supporting markets. When the Fed’s pumping liquidity into the markets and investors are buying index funds, stocks that recently have done well continue to outperform. That’s because the […]

“The #1 Way to Shield Your Retirement from the Inflation Nightmare” Conference Call 2/8/22

February 8, 2022

Welcome to my subscriber-only conference call: The #1 Way to Shield Your Retirement from the Inflation Nightmare. Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program

“The #1 Way to Shield Your Retirement from the Inflation Nightmare” Conference Call 2/8/22

February 8, 2022

Welcome to my subscriber-only conference call: The #1 Way to Shield Your Retirement from the Inflation Nightmare. Click on the image below to listen to the conference call.  Click Here Now to Learn More About the Lifetime Retirement Protection Program

Estate Planning

The IRA Rules Are Tricky (What You Need To Know)

February 6, 2022

In last week’s Retirement Watch Weekly, I shared some oversights and missed opportunities that can easily trigger unnecessary taxes. I get a lot of reader questions about IRAs and taxes, so to help all of us get on the same page, let’s today cover more costly mistakes to recognize and avoid… Non-traditional investments Some assets […]

Bob’s Journal for 2/3/22

February 3, 2022

Watch Bonds, Not Stocks The financial media focuses on the stock market, but you can learn a lot more by watching the bond market. Usually, when stock prices head south, bond prices do the opposite. So far in 2022, things have been different. Stocks and bonds declined at the same time. The S&P 500 was […]

6-misunderstood-ira-rules-and-strategies

4 IRA & Retirement Account Mistakes You Might Make in 2022

January 30, 2022

Every day, retirement account owners and beneficiaries trigger unnecessary taxes and penalties through mistakes, oversights and missed opportunities. And while IRAs, 401(k)s and other retirement accounts are among the most valuable assets most people own… They’re also are among the most complicated and misunderstood. The mistakes and oversights can occur at every stage of IRA […]

Bob’s Journal for 1/27/22

January 27, 2022

A Correction, or Worse? Last week, all the major stock indexes hit the widely acknowledged marker of a correction — a closing level at least 10% below the recent highs. The indexes hit record highs last November. As expected, the bubble stocks, high-fliers and others that did best during the bull market were the first […]

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