Discussing Social Security Changes

February 20, 2016

Here is a webinar where I talk about the recent legal changes to the Social Security system. Two key benefit techniques were eliminated by Congress: the file and suspend strategy and restricted application. I discuss how these strategies helped clients as well as who can still use them. About Picket Fence Financial: Picket Fence Financial [...]

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Discussing Stock Market

January 27, 2016

Here is a webinar where I talk about the recent market downturn and presented a bullish and bearish case for the markets. About Picket Fence Financial: Picket Fence Financial is a fee-only, NAPFA registered financial planning firm dedicated to saving folks from Wall Street. Picket Fence Financial feels people have been poorly served by the [...]

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Discussing Market Movements

November 13, 2015

Here is a webinar where I discuss whether the stock market’s move up from the beginning of October is a bear market rally or if it is a resumption of the previous bull market. In this discussion I look at technical trends, historical metrics, and market valuations. About Picket Fence Financial: Picket Fence Financial is [...]

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Discussing Reverse Mortgage with Sue Haviland

July 5, 2015

Here is a webinar where I discussed about reverse mortgages with Sue Haviland. What is a reverse mortgage? How are they typically used? Why they are not a tool of last resort. About Picket Fence Financial: Picket Fence Financial is a fee-only, NAPFA registered financial planning firm dedicated to saving folks from Wall Street. Picket [...]

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Discussing Death of the Millionaire Next Door

May 18, 2015

Here is a webinar where I review the lessons of the recently deceased author of, “The Millionaire Next Door,” Dr. Thomas Stanley. Dr. Stanley passed away last month in a car accident, but his work has change the financial lives of many people for the good. Hopefully, these lessons can live on for years to [...]

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Where Are Interest Rates Headed?

February 28, 2015

Here is a webinar where I discussed about where interest rates are headed in the US. About Picket Fence Financial: Picket Fence Financial is a fee-only, NAPFA registered financial planning firm dedicated to saving folks from Wall Street. Picket Fence Financial feels people have been poorly served by the commission structure of Wall Street. Clients [...]

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Top Five Tax Mistakes People Make

January 27, 2015

Here is a webinar where I discussed about the top five mistakes most taxpayers make when it comes to their tax returns. About Picket Fence Financial: Picket Fence Financial is a fee-only, NAPFA registered financial planning firm dedicated to saving folks from Wall Street. Picket Fence Financial feels people have been poorly served by the [...]

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Rough September for Markets

October 14, 2014

Here is a webinar where I discussed about the rough month of September and early October on the financial markets. I also discuss why the markets struggled and what could this mean going forward. About Picket Fence Financial: Picket Fence Financial is a fee-only, NAPFA registered financial planning firm dedicated to saving folks from Wall [...]

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Medicare Open Enrollment with Brian Godfrey

October 7, 2014

Here is a webinar where I interviewed Brian Godfrey of Brian Godfrey Insurance about the upcoming open enrollment for Medicare. Brian and I discussed how the open enrollment works, issues to think about for enrollees, and the pitfalls to avoid. About Picket Fence Financial: Picket Fence Financial is a fee-only, NAPFA registered financial planning firm [...]

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Potential Portfolio Moves in Today’s Environment

August 13, 2014

Here is a webinar where I discussed my views on the bond, US stock, and international markets. I also discuss some positions which I added to clients’ portfolios and the reasons why. About Picket Fence Financial: Picket Fence Financial is a fee-only, NAPFA registered financial planning firm dedicated to saving folks from Wall Street. Picket [...]

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