Imagine Financial Security

Our #1 downloaded episode year to date has been Ep. 68, "9 Reasons to Claim Social Security early."

(I'll attach the episode in the comments section).

Next week, we'll look at the other side of the coin in episode 79: "9 Reasons to Delay Social Security." Make sure to follow our retirement planning podcast wherever you listen!

And what are you plans? Delay as long as possible? Take it early? Or somewhere in between?

A client's email to our Client Services Associate, Amy...

"Amy - Thank you for all the work you do to make the decisions reality!"

This is so spot on. Without Amy, none of the financial planning and investment decisions matter if they are NOT implemented properly.

I'm so grateful for her contributions to our firm and our clients!

Happy Friday!

I had a client reach out the other week asking to go heavy on $NVDA.

He works in big tech and he feels the hype is real...and he's got a bit of FOMO after back to back years of 150%+ gains. No doubt, Nvidia is an amazing company. However, the news breaking early this morning about $DeepSeek and their potential disruption in the AI space points to a rocky week for $NVDA and the rest of the big tech space. And it's also a reminder that just because every company is pouring money into AI, it doesn't mean the big players we know today will be the leading dogs into the 2030s and beyond.

The average "stay" in the S&P500 was 60 years back in the 1950s. Because of disruption like forces, in the 2020s, the average stay in the S&P500 has fallen down to 20 years. $NVDA has been in the S&P 500 for 24 years.

It's one thing to have a financial plan, but then when all of the noise is flying at us 24/7, it's VERY easy to get distracted and veer off course, resulting in a potential derailment from what is actually important.

One of the most important aspects as an advisor is telling people "NO."