Our 2 Cents – Episode #126 How Long Will $1 Million Last? On today’s episode of Our 2 Cents, your hosts Steve and Gabriel Lewit are sharing the top 10 states where $1 million in retirement might not last you as long as you need. Then they’re discussing the latest IRS scams you’ll want to be able to spot so you can protect yourself this tax season. How Long Will $1 Million Last?: Recent data shows retiring with $1 million […]

Our 2 Cents – Episode #125 The Debt Ceiling & A New Year Planning Checklist We have a great retirement planning assessment / checklist for you to kick off the new year on today’s podcast episode! But before we dive into that, we’re discussing the debt ceiling which was on track to be reached Thursday, and what that can mean for the U.S. economy going forward. The Looming Debt Ceiling: Why the debt is continuing to climb to this limit. […]

Our 2 Cents – Episode #124 4 Retirement Numbers Savers Should Know Welcome to the first episode of the Our 2 Cents podcast for 2023! We’re excited to kick off our show with some exciting new topics. First, we’re sharing four numbers to keep in mind as you plan ahead for the new year. Then we’re looking at what retiring with $1 million could look like, and we round out the show with a couple listener questions. 4 Retirement Numbers […]

Our 2 Cents – Episode #123 The Financial Truths in Grandma’s Wisdom Tesla stock has received quite a hit this year and we’re diving into all the stats. Next, we look back on market forecasts from the start of 2022 to see how right or wrong they were. We wrap up the show with some insight into Secure 2.0 and the ways it will impact retirement planning. The Non-Stop Tanking of TSLA: Staggering stats on Tesla’s stock price and YTD […]

Our 2 Cents – Episode #122 The Financial Truths in Grandma’s Wisdom You’ve probably heard these expressions and idioms at some point in your life, perhaps from a wise Grandmother even, but today we’re looking at them through a financial lens. But before we do that, we’re diving into a bit of a “smorgasbord” of current events in the investing world. Smorgasbord What to make of the recent CPI and inflation data What this could mean for the possibility of […]

Our 2 Cents – Episode #121 Year-End Planning Checklist The year is wrapping up and it’s got us thinking about 10 somewhat nerdy, but ultimately important, “end-of-year planning” tasks to put on your radar. Then we’re tackling two listener questions about life insurance! Year-End Planning Checklist: Observe the impacts of sequence of returns, if you’re taking income Double check your planned retirement date to confirm if it is still realistic Calculate your withdrawal rate percentage Review CARES Act distributions and […]

Our 2 Cents – Episode #120 Retirement Fact or Fiction Welcome back to a new episode of the Our 2 Cents podcast! This week, Gabriel puts Steve’s retirement knowledge to the test with a fun game of Retirement Fact or Fiction. Read below for hints at the quiz questions and tune in to see how many Steve gets correct! Retirement Fact or Fiction: An ______ retirement is not realistic for many Relocation is the ______ for retirees It is unlikely […]

Our 2 Cents – Episode #119 Preparing for the Retirement Marathon Inspired by Steve’s recent visit to NYC during the New York City Marathon, we’re looking at preparing for retirement as one would prepare for a marathon. From all the preparation to do in advance of the race, to maintaining a proper pace, and making it to the finish line, we’re covering the entire journey on this week’s podcast episode. Preparing for the Retirement Marathon: Things you do ahead of […]

Our 2 Cents – Episode #118 Is the Grass Greener? This week’s episode of the Our 2 Cents podcast features a thought-provoking topic about making financial decisions and comparing what you’re doing to what else might be out there. Then we answer a couple questions from listeners of ours, and Steve and Gabe are answering an interesting “Get to Know Us” question too. Is the Grass Greener?: Should you be doing something different with your portfolio when the market is […]