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In today's Five Question Friday (FQF) video, we cover these questions: 1. How do you protect your portfolio as you near retirement ...

In this video, I'll answer the following question from a viewer: "I would like to ask if you can do a video on the current specific funds ...

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Well this was an interesting FQF. I went live and didn't realize I was live! I planned a pre-recorded video that would have some ...

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Retirement withdrawal strategies are about a lot more than just the 4% rule or safe withdrawal rates. To better understand how ...

The Bucket Strategy is Flawed--Do this Instead⛱ Personal Capital: Personal Capital: ...

Here are 5 things to consider when deciding whether to leave your investment advisor (plus one bonus tip). Personal Capital Fee ...

The 3-Fund Portfolio is an excellent, low-cost way to invest at any age and with any amount of wealth. And yet several myths and ...

Do Roth conversions in early retirement increase your sequence of returns risk? Does it take decades before the cost of a Roth ...

Your retirement account and brokerage account play different roles. Here's how to keep your portfolio tax efficient by putting the ...

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Fee-only financial advisors are fiduciaries. They must make recommendations that are in your best interest. Yet those fee-only ...

I'll begin tonight with a portfolio update, including steps I'm taking to simplify my portfolio. Then you can ask me anything.

With stock valuations near all-time highs in the U.S., many people are asking whether we should reduce or exposure to stocks.

Is there an ideal percentage to put in traditional, Roth, and taxable accounts? The sponsor of today's video is New Retirement: ...