Everything by Joey.

Personal Finance

My Wife’s Mom Has a Pension Decision $80K Lump Sum or $700 a Month Forever – What’s the Savvy Move?

Mar 19, 2025 Personal Finance

We’re pushing for $5 million by 2030 – but can we really retire with $250k in yearly expenses on the horizon?

Mar 19, 2025 Personal Finance

How I Plan to Invest $72K Gifted by My Grandparents for a Secure Financial Future

Mar 18, 2025 Personal Finance

I’m an ETF investor in sight of retirement the next five years and know I should get a fiducuary but am leery. Are they worth it?

Mar 18, 2025 Personal Finance

I’m 64 with a large nest egg in my 401k and IRA funds – should I buy an immediate-term annuity to give my younger wife steady income?

Mar 18, 2025 Personal Finance

We’ve got $700k in cash, $1.6 million in brokerage, and $400k in unused land – is 2025 the year to cash out or keep building?

Mar 17, 2025 Investing

Once Seen As Crazy-Expensive Investments, These Growth Stocks Have Changed My Mind.

Mar 16, 2025 Personal Finance

3 Ways to Help Adult Children Without Sacrificing Your Nest Egg

Mar 15, 2025 Personal Finance

2 Reasons High-Fee Annuities Can Drain Your Retirement

Mar 15, 2025 Investing

Bill Ackman Wants to Build a “Modern-day” Berkshire Hathaway—Here’s How

Mar 14, 2025 Personal Finance

Kevin O’Leary says “Don’t invest in what you don’t understand” – 3 signs you’re in way over your head

Mar 14, 2025 Personal Finance

Is my financial advisor pointing me in the right direction?

Mar 14, 2025 Personal Finance

Baby Boomers: How to Determine If You’re Taking Enough Risk in Your Retirement Portfolio

Mar 14, 2025 Personal Finance

These 3 Consumer Staples ETFs May Provide Shelter in a Turbulent Market

Mar 14, 2025 Personal Finance

3 Cornerstone Growth ETFs That Can Help Grow Your Retirement Portfolio

Mar 14, 2025 Personal Finance

Zero-Interest Credit Cards: The Ultimate Financial Hack or Financial Grenade?

Mar 13, 2025 Personal Finance

3 ETFs That Investors Are Plowing Money Into This Year

Mar 13, 2025 Investing

Could Apple Become a Top Dividend Stock?

Mar 13, 2025 Investing

Druckenmiller Was Early on Nvidia and Said AI Is Under-hyped Long Term. See What He Owns Today.

Mar 12, 2025 Personal Finance

I am a financial advisor and I earn a living from fees and commissionable products. Here is why my service is valuable.

Mar 12, 2025