Posts Tagged Michael Falk

Everything You Need to Know About … Investing

By Michael Falk, CFA, CRC®, Focus Financial Consulting Behavior is more important than your investments, and behavior is about the choices that you make. That is the actual manifestation of your behavior. We need to understand risk, sequence, and magnitude. These three terms are what do a fantastic job of pushing and pulling on our […]

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Posted in: PROVIDE Retirement Income, Retirement Investing and Investments

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Housing for Retirees: Buy, Sell or Hold?

By Michael Falk, CFA, CRC®, Focus Financial Consulting Editor’s note: Below is an adaptation of the live webinar delivered by Michael Falk in 2016. Michael’s comments have been edited for clarity and length. You can view a short YouTube clip of the original presentation here. You may also choose to take the full length course, […]

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Posted in: PROVIDE Retirement Income, Retirement Investing and Investments

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Off With Your (Rules of) Thumbs!

By Michael Falk, CFA, CRC®, Focus Financial Consulting Editor’s note: Below is an adaptation of the live webinar delivered by Michael Falk in 2015. Michael’s comments have been edited for clarity and length. You can view a short YouTube clip of the original presentation here. You may also choose to take the full length course, […]

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Posted in: PROVIDE Retirement Income, Retirement Income Planning and Spending

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Enough About the Assets, Already!

By Michael Falk, CFA, CRC®, Focus Financial Consulting Editor’s note: Below is an adaptation of the live webinar delivered by Michael Falk in 2014. Michael’s comments have been edited for clarity and length. You can view a short YouTube clip of the original presentation here. You may also view the accompanying presentation in its entirety and […]

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Posted in: PROVIDE Retirement Income, Retirement Income Planning and Spending, Retirement Investing and Investments

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Is Retirement Past its Prime? The Economic & Behavioral Realities of Retirement

By Michael Falk, CFA, CRC®, Focus Financial Consulting Editor’s note: Below is an adaptation of the live webinar delivered by Michael Falk in 2014. Michael’s comments have been edited for clarity and length. You can view a short YouTube clip of the original presentation here. You may also choose to take the full length course, […]

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Posted in: PROVIDE Retirement Income, Retirement Counseling/Coaching, Retirement Income Management, Retirement Income Planning and Spending

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Retirement Rants

This is the first of what may become a regular column on issues we all deal with regarding retirement plans.  So why rants?  Among all the products, people, regulations and results, we all have a few issues to rant about! The goal of this column is not simply for me to shout, but rather to […]

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Posted in: PROVIDE Retirement Income, Retirement Distributions/Withdrawals, Retirement Income Planning and Spending, Retirement Investing and Investments

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