How To Retire 101

10/08/2025

I love this quote:

“Discipline is remembering who you said you wanted to be.”

08/26/2025

“The most important quality for an investor is temperament, not intellect.”—

04/30/2025

This is "April 2025 Financial Update and How to Add a Beneficiary" by DMP Alarms on Vimeo, the home for high quality videos and the people who love them.

02/05/2025

In today’s rapidly changing economic landscape, staying proactive and adaptable is more important than ever when it comes to managing your wealth. Here are a few insights that have proven valuable for our clients—and may help you refine your own financial strategies:

Review and Rebalance Regularly:

Economic shifts can impact asset performance in unexpected ways. Regular portfolio reviews ensure your investments align with your evolving goals and risk tolerance.

Diversification Beyond Traditional Assets:

Exploring alternative investments, whether that means sustainable investments, emerging markets, or innovative tech sectors, can help cushion your portfolio against market volatility.

Plan for the Long Term:

While short-term market fluctuations are inevitable, maintaining a clear focus on your long-term objectives—whether retirement, funding education, or leaving a legacy—can provide both peace of mind and financial security.

Stay Informed and Open to Change:

Financial education isn’t just about numbers—it’s about understanding the broader economic context. Regularly updating your knowledge can empower you to make confident decisions, even in uncertain times.

01/21/2025

The question, "How Do I retire?" can be answered by taking advantage of a few simple yet very effective strategies.
Join us for our next free retirement workshop at First Baptist Nixa, where speaker and wealth advisor Joe Shearrer, CPFA will share powerful strategies that lead you to transition from working life to a retired life.

Click this link to register for the January 28th at 2PM class: https://tinyurl.com/Nixa-2pm

Click this link to register for the January 28th at 6PM class: https://tinyurl.com/Nixa-6pm

You'll walk away armed with information you can use TODAY.
Key Discussion and Insights:

• How much money can I spend to live comfortably in retirement?
• How do I turn my savings into a paycheck?
• Optimization strategies to help you get the most from Social Security
• Tools to help retirees develop a retirement strategy
• And much more!

You will learn valuable information that could help you RETIRE.

No financial products will be offered at this event.

Click this link for the January 28th at 2PM class: https://tinyurl.com/Nixa-2pm

Click this link to for the January 28th at 6PM class: https://tinyurl.com/Nixa-6pm

As a dedicated wealth advisor, my mission is to empower individuals, families, and businesses to achieve their financial goals with clarity and confidence. With years of experience in financial planning and investment management, I take a personalized approach to each client, focusing on understandi...

09/21/2024

09/18/2024

It was an honor to teach the how to retire 101 curriculum to the Missouri State Troopers,Troop D today. They asked great questions and were a great crowd.

07/26/2024

06/06/2024

I am being asked about the presidential election in every meeting I have. The market impact of the election is impossible to predict. Still, we know the differences between Trump and Biden are widest in foreign policy, immigration, regulation, taxes, and trade, so stocks tied to those issues could see big swings. History tells us that volatility tends to pick up in the early fall during election years and usually rallies right after the election, regardless of which side wins.

05/23/2024

Energy is the key to the future, and power companies are starting to be significant players in the future of Artificial intelligence (AI).

I toured a massive 600-megawatt (MW) power plant a few weeks ago and was amazed. It seemed to me like an engineering marvel straight out of the History Channel. Not only does it power my home, but it also provides energy to businesses that employ hundreds of thousands of people in my city. Energy is

05/16/2024

3 of the most common reasons people never get started on planning for retirement:

1. Avoidance ("I will figure it out later")
2. Allowing short-term issues to overshadow long-term needs.
3. Thinking and waiting for things to be perfect

05/06/2024

Retirement is not a finish line, but it is a season with days, months, & years. Plan well for how you will live in those days, months, & years. hashtag hashtag hashtag hashtag