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Browse All Retirement Planning Articles, Videos, Podcasts
400th Anniversary of the Mayflower
Who paid for the Mayflower? This year marks the 400th anniversary fo the Mayflower's crossing of the Atlantic. The voyage was sponsored by venture capital or more appropriately "adventure" capital. 400 years later we still celebrate Thanksgiving and venture...
EPISODE 13 Cost Segregation
Financial IndependenceA Better PerspectivePodcastPresented by Lance Edwards and Randy LuebkeIn this episode of “Financial Independence – A Better Perspective”, Lance and Randy interview Todd Strumpfer and discuss how cost segregation allows one to depreciate a...
Can the S&P 500 Predict the Presidential Winner?
I recently saw some stats on using the S&P 500 to predict the winner of the presidential election and I thought they were interesting enough for a newsletter. Below is a chart that calculates the returns for the three months leading up to every presidential...
EPISODE 12 Self-Directing Your Retirement Options
Financial IndependenceA Better PerspectivePodcastPresented by Lance Edwards and Randy LuebkeIn this episode of “Financial Independence – A Better Perspective”, Lance and Randy discuss retirement accounts and the ability to self-direct by choosing your own investments...
Family Income Protection
If you have dependents (children, spouse or parents) who must rely on you and your income for financial security, watch this video to learn how easy and inexpensive it is to protect them from any economic adversity they would experience in your absence. In this...
Home Equity Conversion
If you own your home, and you have at least 50% equity to market value, watch this video to learn how you can (and why you should) convert that home equity into a contract that will allow you to withdraw annual tax free income at retirement. Click here or click image...
EPISODE 11 Protecting Your Estate Plan
Financial IndependenceA Better PerspectivePodcastPresented by Lance Edwards and Randy LuebkeIn this episode of “Financial Independence – A Better Perspective”, Lance and Randy discuss the dire need to protect your estate plan, so that when you pass, your assets can...
The Cost of School
School is back in session but in many cases not on campus...should the cost of school change? School budgets are an extremely local issue. Here's a look at how varied school budgets are across the countryYou May Also Like...
Simple 401(k): Low Cost / Low Risk
If you are responsible for the administration of your company's 401k plan, watch this video to learn how important it is to avoid fiduciary liability and protect employee accounts, AND discover a well kept secret provision of the tax code known as a Simple 401k. Click...