In our app-driven world, consumers have been flocking to simulation software that purports to help them predict the growth of their savings and/or how long their money may last.
Dec 30, 2020
1 hr
In this episode, J.R. explains the origins of his passion for consumer protection in personal finance and the reason for his 20-year Quixotic crusade against the Certified Financial Planner Board of Standards.
Dec 23, 2020
1 hr
In this episode, J.R. shares his two cents on the unseemly relationship between the insurance industry and the business of financial planning.
Dec 16, 2020
1 hr
This week's episode covers a smorgasbord of planning topics. J.R. begins with timely year-end tax planning concepts for this most unusual year.
Dec 9, 2020
1 hr
This episode continues the theme advanced in Episode 8 ("Financial Planning Done Right") that addressing the non-investment elements of financial planning is every bit as important as portfolio management. J.R.
Dec 2, 2020
1 hr
In this episode, host J.R. Robinson lays out a blueprint for creating a comprehensive evergreen financial plan.
Nov 25, 2020
1 hr
In the wake of a number of new federal tax laws and the elections, it is a great time to revisit whether the planning strategies of the past still add value and take stock of recent tax law changes. As always, J.R.
Nov 11, 2020
1 hr
This week's My Two Cents turns a critical eye toward the Financial Independence Retire Early movent. J.R.
Oct 28, 2020
1 hr
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