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Don’t Have a Pension, Create One!

Money Matters (November 2016) By Chuck Dudley   REMEMBER WHEN EVERYONE HAD A PENSION? Well, almost everyone. A pension is defined as: "a regular payment made during a person's retirement from an investment fund to which that person or their employer has...

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Innumeracy – when you can’t read numbers

Question: I have always had a hard time with numbers. I mean I can do basic math, but beyond that it’s just a lot of noise to me. I know this hurts me financially, mostly because I don’t know who to trust or what to believe. What would you suggest?   Answer:...

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Decision making: too hot, too cold or just right?

Originally published in the News Star and the Shreveport Times on Sunday, October 16, 2016. Question: I was on the fast track in a big corporate job in Chicago, but once I got a taste of what that life was going to be like, I realize I don’t want to live like that....

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Today’s choices shape tomorrow’s opportunities

By Byron Moore, posted October 13, 2016 The following segment first aired on KEDM 90.3. John Mauldin once wrote, “…the choices we make today are constrained by the choices we made in the past, and the choices we make in the future will be limited by the choices we...

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Crisis – will it crater you or create you?

Originally published in the News Star and the Shreveport Times on Sunday, October 9, 2016. Question: I was just recently fired from a job I loved. I won’t go into it, but I honestly feel my firing was wrong. I’m not going to try to fight it – it wouldn’t be worth it...

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What’s in Your Golf Bag?

Money Matters (October 2016) By Chuck Dudley   MAYBE HAVING ALL DRIVERS IS NOT GOOD In the past year, Met Life Insurance aired a pretty funny ad about golf. One of the golfers was bragging about the variety of drivers he had in his bag. And all he had were...

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A world of specialists in need of a generalist

The following segment first aired on KEDM 90.3. As Abraham Maslow helpfully pointed out, when you are a hammer, you tend to treat everyone else like a nail. The world of financial services has become highly specialized also, but the issue is not the superiority of one...

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Healthcare costs in retirement

Healthcare costs are rising at 7% to 8% annually, much higher than inflation. And fewer and fewer companies are offering any kind of retiree health coverage. Here are some positive steps you can take to prevent wealth loss due to health costs in retirement: Byron R....

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What kind of disability income insurance do I need?

The following segment first aired on KEDM 90.3 When a client asks me about insurance of any kind, I usually start with a question like, "If the event you are insuring against occurs, will you be the happiest you could possibly be with the decision you make today?"...

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Time management is a myth, pt. 2

Originally published in the News Star and the Shreveport Times on Sunday, September 11, 2016. Question: My business is going well – better than I ever thought it would. My problem is that it’s just eating up more and more of my time…and my life. I’m missing kids’ ball...

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