Podcasts & Blog
Episode #106: New Federal Long Term Care Insurance Price Hike!
No way to sugarcoat this one- If you own the Federal LTCi plan, you’re looking at another price hike that could be up to 86%. But there will be options to amend your policy to mitigate the cost. Please use this short podcast as a guide on how to deal with this. We...
Episode #105: Fear and Loathing in Retirement?
The show begins with Steve and Dave “waxing poetic”* about the end of summer, and quickly moves into a detailed review of a great column by Michelle Singletary about the emotional fraught of retirement. Then Steve debunks Michael Burry’s latest doom and gloom market...
Episode #104: Scary Financial Scare Tactics
After a quick market recap (and a good one at that!), Steve and Dave get into a detailed discussion about the fine line between how an investment opportunity is advertised on radio and TV* versus how it performs in real life. Before you buy what your favorite media...
Episode #103: Cash on the Sidelines?
This show is full of financial fireworks!* Steve and Dave start off with a discussion of how the markets did for the first half of 2023, then pivot into a back and forth about Artificial Intelligence. They finish with some sophisticated ideas to make your extra cash...
Episode #102: The Psychology of Money
After a brief discussion on the Debt Ceiling debacle, Episode 102 of Plan For Life Now is dedicated to what may be the number one book in “Steve’s Book Club “, The Psychology Of Money by Morgan Housel. There are two definite takeaways from this episode: 1) This book...
Episode #100*
It’s the episode you’ve all been waiting for, big number 100!* We take a trip down memory lane, starting with the radio show at WMAL. If you’ve ever wondered about Dave and Steve’s broadcasting timeline, and how that led to a podcast that’s rocking triple digit...
Episode #100: Too Big to Fail
The title of our 100th episode is also the Jeopardy answer to the question, “What type of bank do I hope my money is in right now?” The big 100th episode celebration takes a back seat to the big questions, like Why did this happen? What will happen next? And what, if...
Episode #99: Interesting take on interest rates
Well, it’s the last pod before the “100th Episode Mega Celebration” and Dave gives us a hint about two superstars who may be making a surprise appearance (Spoiler Alert-It’s not true!) Speaking of celebrations, Steve points out that the markets partied like it was...
Episode #98: Will it be a happy 23?
Steve and Dave start things off by being the last two people on earth to wish you a “Happy New Year”! It’s a perfect prelude to their Predictions for 2023 extravaganza . What does the new year have in store for the “3 B’s” (Bonds, Bitcoin and Bezos)? Will the Fed pull...
Episode #97: Wrapping up 2022
Steve and Dave look forward to their upcoming, star studded spectacular ( actually doing nothing different than normal) 100th podcast episode, and look back at the market’s 2022 performance. What if 2023 is as dismal as 2022? Does it really matter? If you’re...