Resources

This page has select companies and products I feel confident recommending to my readers and clients. Please note that I may receive a small commission from some of the companies below when you purchase using my link to them; this will not increase your cost, however, and a significant portion of my affiliate income goes to a children’s home for troubled youth in Austin, Texas.

Millionaire Habits

Spend two minutes a day reading or listening to the business news so you can be an informed investor as explained in my Millionaire Habits video. I like Seeking Alpha’s Wall Street Breakfast.

 

Investing in Stocks, Bonds, and Commodities

ETF Portfolios

If you want to test your asset allocation ideas among various asset classes, you can do that at Portfolio Visualizer.

Protecting Your Portfolio with Options

Option strategies can be one of the best ways to manage stock market risk. My husband, Larry, and I co-founded this online options education website where he shares what he learned from trading options professionally for over three decades. He has since taught over a million investors/traders. The hundreds of testimonials provide fulfillment we could never find on the golf course.

Financial Advisors I Like

Coming soon for those of you who don’t want to manage your own portfolio because you’re too busy making money, or simply enjoying life. My philosophy is to do what works best for your own situation. If you’re ready to get moving now, I can help you find and hire an independent financial advisor here.

 

Creating Income Streams

What good does it do to have a million dollar plus portfolio if it generates little to no income? Or maybe you want to still make money in retirement, but on your own terms, with fewer hours and flexibility?

Online Business Income

For years I’ve said I’m going to teach others how to set up an online business because it has been both fulfilling and very financially rewarding for us. I may get around to a program eventually, but in the meantime, I can absolutely recommend Ricky and team if you want to learn how to build an information based website and/or a related YouTube channel. They’re honest; they over deliver; they have an amazing community; you get a lot for your money. They are teaching what works right now, not what worked 5 years ago like many online business instructors do (my pet peeve:). Get their Income School program here. I bought this program and have learned a lot from these guys.

You can also hire me to help you choose your niche, online strategy, or implement your online business here if you want private coaching before or as you implement. A one hour coaching call with Ricky is around $1,500 now. I’m way cheaper and have been generating income from online businesses for over a decade. So, you have several options to make this happen.

Look at it like this: You can start an online business for almost nothing. The Income School course is around $450. If you generate a very doable income of $1,000 a month from a website, that equates to dividend income of 3% from a $400,000 portfolio.And income of $2,500 is like dividend income (or 3% retirement withdrawals) on a $1,000,000 portfolio. Here’s what’s awesome, though: websites are an asset you can sell and they don’t require you to tie up any of your capital or put it at risk from bear markets.

Retirement Planning

See how much your Social Security monthly income will be. Click Retirement Estimator on the home page.

AARP also has helpful information to calculate monthly Social Security income.

Here is an excellent Retirement Ready pdf about Social Security income straight from the US government.

This retirement planning podcast has good information about spousal Social Security benefits, about 70% into it.

Check Back – More Coming Soon

Sorry, I’m extremely selective:)