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What Should your Financial Planner be Doing?

by SRP | Jun 24, 2022 | Certified Financial Planners, Home, Retirement Planning

What should a financial advisor be doing in a season of volatility? Ryan and Gabe discuss what you should expect when working with a Certified Financial Planner during a season of volatility and while planning your retirement. Financial Advisors should Help to Create...
What Do We Do Now? A Strategic Response to the Stock Market Tumble

What Do We Do Now? A Strategic Response to the Stock Market Tumble

by SRP | May 26, 2022 | Home, Investing in the Stock Market, Retirement Planning

Many of the discussions around the market decline so far this year have revolved around two issues: why is it happening and how far will it go? Most people look at the market as an independent entity, trying to second-guess how it will act in the future. Most people...

Peabody Energy Employees: Retirement Considerations

by SRP | May 20, 2022 | Certified Financial Planners, Home, Retirement Planning

Gabe Lapito and Ryan Gomendi go into a few key factors to consider when retiring as an employee with Peabody Energy. https://youtu.be/kmmTX4FCJXM SRP is not affiliated with nor endorsed by Peabody Energy. Best Way to Retire as a Peabody Energy Employee For over two...

Inflation and Rising Interest Rates

by SRP | May 2, 2022 | Home, Investing in the Stock Market, Retirement Planning, Risk Management, Videos

Inflation is at a 40-year high which leads to a lot of uncertainty out there. What does this mean for stock markets and what does it mean for the economy? Listen in as Gabe and Ryan, Certified Financial Planners discuss the relationship of inflation and interest rates...
Withdrawal Rates: A Strong Case for Diversification

Withdrawal Rates: A Strong Case for Diversification

by SRP | Jan 26, 2022 | Home, Retirement Planning

Is the 4% withdrawal rate still a good rule of thumb for retirement? The latest analysis of this popular strategy may say otherwise. The previous long-term consensus was that 4% was a safe withdrawal rate.   What that means, is you would plan to take 4% of...
An End of Year Financial Checklist: 10 Things to Consider

An End of Year Financial Checklist: 10 Things to Consider

by SRP | Dec 16, 2021 | Estate Planning, General Planning, Home, Investing in the Stock Market, Retirement Planning, Taxation

The end of the year and the beginning of the year are great times to assess, review and apply changes to your financial plans and habits. With new rules this year related to the pandemic, as well as several tax and retirement changes that carried over from last year,...
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