Update on the 4% Rule

The 4% rule is something that advisors have used as a tool to show investors what they might expect to get from investments while in retirement. We update you on this method and go over possible changes. https://vimeo.com/478562493

Optimism for the Future

At Southwest Investments we are consistently position on where we think the market is going. Even when it is going down, it will return to growth.  https://vimeo.com/478561786

Market Insights November 9 2020

The market took off this morning with the news of COVID vaccine hopes, Biden presidency, and a greats jobs report. Let’s talk about how they all worked in the markets favor. https://vimeo.com/477331619

Ruin Your Retirement: Ignoring Real Risks

This is a new series on showing our listeners ways that can sabotage your retirement planning.  Here we talk about the some real risks to your retirement and how you can use insurance to mitigate some of them. https://vimeo.com/474692431

Ruin Your Retirement: Neglecting Estate Plan

This is a new series on showing our listeners ways that can sabotage your retirement planning.  Here we talk about the estate planning and what you need to look out for. https://vimeo.com/474691181

Ruin Your Retirement: Obsessing over Market Movements

This is a new series on showing our listeners ways that can sabotage your retirement planning.  Here we talk about the problems that can happen if you are constantly watching market movements. https://vimeo.com/474690470

Ruin Your Retirement: Not Investing Early Enough

This is a new series on showing our listeners ways that can sabotage your retirement planning.  Here we talk about the differences in investing specific about when you start. https://vimeo.com/474689857

Real Estate in 2020

I spent some time with my son talking about real estate as he is interested in buying a house. We go over what other things to worry about beyond just the house payment.  https://vimeo.com/474693493