Heritage Wealth Planning

10/18/2026

Time to Make a Portfolio Change!

10/16/2026

this guy hurt my feelings!

10/16/2026

The COEXIST People are Clowns 🤡

10/16/2026

https://youtu.be/V21U4KFZYCI?si=BImQa3nVfRHu_JHm

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10/15/2026

The biggest take away in my interview with the LEGEND Bill Bengen was that he received an actual death threat because of his 4% rule work.

Folks, if you're gonna challenge the orthodox be betrayed to take the arrows. The incumbent orthodoxy will hate you...literally hate you.

Thankfully, they didn't do to ole Bill what they did to Ignac Semmelweis, for isntance, but man, they would have if they could have.

If you have any questions for Bill - please put them in ALL CAPS🎙...

10/14/2026

If you have any questions for Bill - please put them in ALL CAPS

🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍

10/14/2026

If You Have A High Seven Figure Estate- You Better Prepare!

10/13/2026

The Mount Rushmore of Financial Planning...John Bogle, William Bengen and me, of course.

I really need to include Susan Rohwedder, Michael Hurd, Larry Kotlikoff , Ty Bernicke, CFP® and Sudipto Banerjee, Ph.D. too, but I'm not sure the good folks at Mt. Rushmore would allow that many people.
https://www.rand.org/about/people/r/rohwedder_susann.html
https://www.rand.org/about/people/h/hurd_michael_d.html

10/09/2026

White Privileged in Waterville, Maine

10/08/2026

Even the FED knew all the back in 2007!

How many died before they could enjoy retirement because they thought their spending would rise each year with inflation? Yes, this pi**es me off.

"The Macroeconomic Consequences of Population Aging As noted above, a primary conclusion of this paper is that population aging can be expected to lead to a decline in consumption per person relative to a baseline in which the population is not aging. "