2nd Half Capital

01/31/2023

No one has a crystal ball on how long inflation remains high, but it’s easy to see savings potentially being spent down faster than anticipated. As people are living longer than ever, it’s important to understand how both inflation and longevity will factor into retirement.

Retirement planning involves planning for your future needs. People who have an idea how long they may live will be better prepared for retirement.

01/24/2023

New bipartisan retirement legislation – SECURE Act 2.0 – builds on the historic retirement changes passed in 2020 with numerous updates for the most common retirement accounts including 401(k)s, Roth IRAs, and 403(b)s. Here’s what you need to know...

A 2023 budget bill signed by President Biden includes the SECURE 2.0 Act of 2022, which makes major changes to retirement savings plans.

02/07/2022

On his latest podcast, Doug simplifies what investors near and in retirement should keep in mind with the latest market correction we’ve seen. Search, subscribe & listen on your favorite platform, or click here: https://tinyurl.com/2ndHalfCapital

01/26/2022

On his latest episode, Doug breaks down what’s happening with inflation, and shares the most common question he’s getting from his clients these days. Search, subscribe & listen on your favorite podcast platform, or click here: https://tinyurl.com/2ndHalfCapital

12/28/2021

On the latest podcast, Doug explains what actions you can possibly take NOW to help reduce your future taxes in retirement… without uprooting your entire life like Elon Musk. Search & subscribe on your favorite platform, or click here to listen now: https://tinyurl.com/2p8hyh7s

12/14/2021

Everyone is talking about The Great Resignation. On his latest podcast, Doug reminds us that we need more than a healthy 401(k) to retire on our own terms. Search & subscribe on your favorite platform, or simply click here to listen now: https://tinyurl.com/24kbp9cr

12/07/2021

Listen this week as Doug simplifies why you need a financial plan that incorporates the unknowns of our economy, so that your personal economy doesn’t suffer during the next market correction. Search & subscribe on your favorite platform, or click here to listen: https://tinyurl.com/2p8643u2

11/23/2021

🦃 Doug spends much of this week’s podcast focusing on all that we have to be grateful for. Then he explains the inflation lesson sitting at your Thanksgiving table, and what it means for your wallet next year. Search and subscribe on your favorite platform, or click below ⬇️

With Thanksgiving days away, Doug spends time this week talking about what he’s truly thankful for. We also discuss stuffing verses dressing and all the foods we can’t wait to enjoy Thursday! But make sure you save a place for inflation at your families table, because dinner is expected to cos...

11/11/2021

Discussing the 🦜's & 🐝’s can be uncomfortable, but so is discussing money and parts of our future with family. On Doug’s latest podcast, he breaks down how you can address “the financial talk” within your own family. Search and subscribe on Apple Podcast, Spotify, the iHeart Radio App, or by clicking here: https://tinyurl.com/y4wtj9zr

11/05/2021

Find out why some 🎄 prices are going up, and why planning for inflation throughout the course of your retirement is vital. Search and subscribe on Apple Podcast, Spotify, the iHeart Radio App, Google Play, or by clicking below ⬇️

Fake verses real Christmas Trees can be a heated debate, and if you’re in the market for a new faux tree… you’re going to pay a little more this year. Many are seeing supply shortages in some sectors are as bad as they were early in the pandemic. Doug explains how to plan for inflation through...

10/26/2021

🎯 This week’s episode spotlights Doug’s positivity, and the pros & cons of target date funds. Search and listen on Apple Podcast, Spotify, the iHeart Radio App, Google Play, or by clicking here: https://tinyurl.com/2p4t86rh