Disciplined Investment Management @DisciplinedInv
Advisor who loves helping retirees, pre-retirees, divorcees, widows make their money last. Author of 2 Investing books. Chicago Ambassador for CFP Board Disciplined-Investment.com Deerfield, IL Joined October 2012-
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Disciplined Investment Management retweeted
Plan ahead for a comfortable #retirement with these 9 strategies from CFP Board Ambassadors and CFP® pros Lynn Ballou; Scott Ward; Jeanne Fisher; Larry Stein and @NealVanZutphen @EPWealthBayArea @financialjeanne @DisciplinedIM @USATODAY usat.ly/2KOJ3nT
Another great article by Bob Powell definitely worth reading. amp.usatoday.com/amp/612245002?…
@jillonmoney Great interview with Wharton -- must read! Jill covers the dumb things smart people do so well.
@EleanorLaise Loved your article on spending safely in retirement. That's my main focus-want to discuss further? My email is [email protected]. Thanks, Larry
@lizweston Loved your article on how not to run out of money. Want to discuss further? Would like to be a resource for you in future. Thanks, Larry [email protected]
@malito_ali Loved your article in Marketwatch on how to spend down your portfolio! That's the focus of my work and research - want to discuss more on the topic? Can we set up a call? I'm a former RetireMentor for Marketwatch.
Here's step #2 of our series on how to Make Your Money Last: Create a Financial Plan. bit.ly/2xBX84x
cbsnews.com/videos/equifax… Must Watch: @jillonmoney Jill Schlesinger on how to protect yourself from Equifax data breach.
Make Your Money Last is one of the great challenges facing our generation. This is the first step. disciplined-investment.com/single-post/20…
This video is 1st of a 7-part series on Make Your Money Last, one of today's great financial challenges. youtube.com/watch?v=Aa9_vC…
@RJPIII Nice article, Bob! Make Your Money Last is the focus of my firm. I would love to speak with you about our strategies; can we discuss?
on.mktw.net/2rTiJkz Good article by @RJPIII on portfolio withdrawals. Go to disciplined-investment.com - Make Your Money Last
@jillonmoney @tashaeurich Jill: This will post on my The Women's Group Facebook site on Friday night. Looking forward to it, @DisciplinedIM
Looking forward to Jill's show, let me know what you think!
This weekend on the radio show we're talking insight & self-awareness with @tashaeurich + great listener questions! youtube.com/watch?v=9iONiG…
Eeks: 81 ways to claim social security! And that's just for married couples. goo.gl/zSuj8V
Think twice before you give cash; there are other ways (maybe better) to reward your grad. goo.gl/8Uj6Sp
Student loans can be a noose around the neck -- not to mention a pain! goo.gl/96MDTj
Behind on your retirement savings? Four Ways to Catch Up on Saving for Retirement. goo.gl/ymqzuy
What I'm Watching: Will the rally continue? 2475 on the S&P 500 looks very do-able.
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