Wealth & Wisdom Blog | Help Me Retire

Mike Brown

The unique risk new retirees face

Stock prices have been making new highs on a regular basis lately. Does that make you nervous? Should you be worried about the next...

Wealth and Wisdom: Week of December 16, 2024

Mike Brown

Wealth and Wisdom: Week of December 16, 2024

We’re sharing some timely stuff this week as we approach the end of 2024. A few ideas you might want to check off before year-end – and...

vicki073

Help Me Retire Podcast - Episode 11

Where to spend money before you retire Show notes: This is the Help Me Retire Podcast… with your host… Mike Brown… Senior Wealth Advisor...

Wealth and Wisdom: Week of December 9, 2024

Mike Brown

Wealth and Wisdom: Week of December 9, 2024

Bond traders say the odds are about two in three that the Fed will cut interest rates again when they meet this month. That could extend...

Mike Brown

WEBINAR: Behaving Your Way to Wealth

Many investors are surprised when they discover that their portfolio returns aren’t entirely driven by the investments they own, or when...

Wealth and Wisdom: Week of December 2, 2024

Mike Brown

Wealth and Wisdom: Week of December 2, 2024

I hope you were able to enjoy a safe and restful Thanksgiving weekend. May this be the year that you and I get all our holiday shopping...

Wealth and Wisdom: Week of November 25, 2024

Mike Brown

Wealth and Wisdom: Week of November 25, 2024

We close out the turbulent month of November this week with a few more year-end opportunities to make your financial situation better in...

Mike Brown

Handling the election results

My mother taught me there are three things you don’t discuss in polite company: religion, politics, and money. When it comes to our...

Wealth and Wisdom: Week of November 18, 2024

Mike Brown

Wealth and Wisdom: Week of November 18, 2024

It’s never a good idea to let your investment and political philosophies influence one another too greatly – but it’s hard to ignore...

Mike Brown

Help Me Retire Podcast - Episode 10

Timing the market Show notes: This is the Help Me Retire Podcast… with your host… Mike Brown… Senior Wealth Advisor with Raymond James...

Wealth and Wisdom: Week of November 11, 2024

Mike Brown

Wealth and Wisdom: Week of November 11, 2024

If you’re like me, you’ve been suffering a bit of information overload lately, so I’m keeping the reading time intentionally brief this...

Mike Brown

The Dividend Method

Dividends are the centerpiece of our equity investment philosophy for four reasons: They provide a source of income for our retired...

Wealth and Wisdom: Week of November 4, 2024

Mike Brown

Wealth and Wisdom: Week of November 4, 2024

There is clearly a big, important week ahead of us. And there’s also about a 50% chance that someone you really don’t care for will soon...

Mike Brown

Help Me Retire Podcast - Episode 9

The Dividend Method Show notes: This is the Help Me Retire Podcast… with your host… Mike Brown… Senior Wealth Advisor with Raymond James...

Mike Brown

Seminar: Behaving Your Way to Wealth

Date: Saturday, November 9, 2024 Time: 9:00 to 10:30 a.m. Many investors are surprised when they discover that their portfolio returns...

Wealth and Wisdom: Week of October 21, 2024

Mike Brown

Wealth and Wisdom: Week of October 21, 2024

We will be holding our final Help Me Retire investor workshop of 2024 in a few weeks – and we would love to have you join us! Many...

Mike Brown

An expensive real-life lesson

In October of 2000, after working at the same company for more than 30 years, Charles Prestwood retired a millionaire. Not bad for a...

Wealth and Wisdom: Week of October 14, 2024

Mike Brown

Wealth and Wisdom: Week of October 14, 2024

I suppose it has something to do with the fact that Election Day is three weeks away and the hyper-political environment we now live in,...

Mike Brown

Help Me Retire Podcast - Episode 8

Investing for income in retirement Show notes: This is the Help Me Retire Podcast… with your host… Mike Brown… Senior Wealth Advisor...

Wealth and Wisdom: Week of October 7, 2024

Mike Brown

Wealth and Wisdom: Week of October 7, 2024

The financial markets entered the final quarter of 2024 with a full head of steam – the Dow Jones Industrial Average gained 8.2% in the...

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