How to use my credit card points? (BTC Ep. 4)

By |2020-05-19T12:48:45+00:00May 19th, 2020|Categories: Behind The Curtain, Cash Flow, Lending, Single Point of View|

We have a lot to manage in our financial lives, add credit card points to that list!  With so many different cards and rewards there is no one right way to use them.  Having a reminder (we're looking at you Knudge!) to at least make sure you are using them, and not losing them, is [...]

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Should I Stop Taking $ out of My Investments? (BTC Ep. 3)

By |2020-05-11T19:02:50+00:00May 11th, 2020|Categories: Behind The Curtain, Investment Planning, Retirement Planning, Single Point of View|

The question we've been getting more often from retirees living off withdrawals from their portfolio is " Should I take less money out of my accounts given the market decline?". In the 3rd episode of Behind the Curtain, Seth Corkin and I share our conversation addressing this question.

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How Safe Are My Bonds? (BTC Ep. 2)

By |2020-04-30T13:06:09+00:00April 30th, 2020|Categories: Behind The Curtain, Investment Planning, Retirement Planning, Single Point of View|

We talk about the role of bonds in your portfolio as the "safer" component of your money.  But how safe are they in times like this?  In the second installment of Behind the Curtain, Rene and I share a clip of our conversation addressing this question.

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