Planning Ahead…

By Barry Spencer | January 24, 2023 |

Why Is It So Hard? “If you fail to plan, you plan to fail.” We all know this, right? And yet proper planning—in every area of life—remains one of the most commonly shared universal struggles out there. If you “fail to plan” when it comes to your wealth, you aren’t the only one who pays…

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New Year, New Way to Set Goals

By Barry Spencer | January 3, 2023 |

Happy New Year! Instead of New Year resolutions, set personal goals. Set goals around the behaviors and mindsets you can control, that can lead you to the outcomes you desire. One goal might be weight loss (as it probably might be for most of us after all the wonderful holiday eating 😊). Don’t focus on…

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What the Season is Really About

By Barry Spencer | December 20, 2022 |

What the Season is Really About Have you finished any last-minute Christmas shopping you had planned this past weekend? It seems that the shopping season begins earlier every year, and the ever-increasing frenzy of commercialism has caused many to struggle to remember the real reason for the season. Regardless of your religious beliefs, most people…

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Making Room for Hope

By Barry Spencer | December 13, 2022 |

Making Room for Hope On a scale of 1 to 10, how hopeful are you feeling about 2023?We’ve seen A TON of headlines talking about recessions, layoffs, and market fears over the past few weeks. And what we should be doing to stave off the worst.It’s prudent to plan ahead and reef the sails before…

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Did You Know?

By Barry Spencer | November 29, 2022 |

Your Biggest Expense in Retirement   It’s most likely not what you think. It’s not your mortgage. It’s not travel. It’s not gifts to family or charity. Your biggest expense in retirement is far more sneaky. Did you know that the top ten percent of income earners pay nearly 70% of the federal income taxes…

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What’s You Next Move?

By Barry Spencer | November 15, 2022 |

What You Don’t Know WILL Hurt You Jim is at a crossroads. After 40 years, his highly profitable business—his passion in life—is still going strong. But with no successor within the family to take over his life’s work, what are his options for the future? He’s got some critical questions to answer:Who will buy my…

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Small Wins

By Barry Spencer | November 8, 2022 |

Small Wins I’ve got three small wins for you this week.When it seems like there’s a flood of bad news and everything is unpredictable, I think it’s important to highlight the bright spots when we see them.I’ll button things up for you at the end (and share something fascinating to look forward to this month).Small…

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Market Lessons You Should Know

By Barry Spencer | October 25, 2022 |

Market Lessons You Should Know Let’s talk about markets for a minute. The most recent inflation data shows that inflation continues to persist near recent highs. 1 The trend makes it likely that the Federal Reserve will raise interest rates again in November. 2 Does that mean a recession is inevitable? Are we past the…

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You Can’t Afford Not To…

By Barry Spencer | October 18, 2022 |

You Can’t Afford Not To…   Market fluctuations have many retirees and soon-to-be retirees questioning if it’s time to get out of the market. Click here as I share a few thoughts in this brief 1.5 min video. Will your plan help you out pace rising inflation rates? Click here to schedule a complimentary, no-obligation…

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Investing in Equities in Retirement

By Barry Spencer | September 27, 2022 |

Investing in Equities in Retirement   Investing in equities in retirement requires strategic thinking in both the best of economic times, and those of uncertainty. Click this link as I share a few thoughts in this brief video: Unsure about how your plan can weather a market downturn, or what you own and why you…

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Your Opportunity to Benefit

A simple way you can benefit is to request a complimentary and confidential 57-Minute Lifestyle and Retirement Freedom Conversation with Barry Spencer where he will identify with you your biggest opportunities and dangers at this current time. To request your complimentary conversation email or call (678) 278-9632.