Retirement Simplified with Curtis James
By Curtis James
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Category: Investing
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Episodes: 28
Description
Is retirement planning feeling more complicated than you were prepared for? Discover how to simplify your financial future on Retirement Simplified with Curtis James! Hosted by Curtis James, Financial Advisor, Owner, and CEO of Bear Market Financial, each episode will deliver professional insights into changing market trends, practical financial planning tips and tools, and personal wisdom about how you can take control of your retirement.
Wherever you are on your retirement journey, it’s never too late – or too early – to take charge and create the retirement you want. Get the analysis you need from the sources you trust, and tune in each week for all-new episodes packed with insights, inspiration, and the confidence you need to simplify your retirement and pave the way for the future you deserve.
| Episode | Date |
|---|---|
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The Death of the 60/40 Portfolio: New Rules for a Shaky Market
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Jun 16, 2026 |
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The High Cost of Hitting Pause on Your Retirement
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Jun 09, 2026 |
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Why the Wealth Strategies That Got You Here Won't Get You There
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May 26, 2026 |
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The Mirror Threat: Why You Might Be Your Retirement’s Biggest Danger
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May 19, 2026 |
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The Crystal Ball Myth: Why Headlines Aren’t a Retirement Plan
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May 12, 2026 |
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Jigsaw Paychecks: Piecing Together Your Retirement Income Sources
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May 05, 2026 |
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The Social Security Squeeze: When to Hold and When to Fold
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Apr 28, 2026 |
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The Sequence of Returns: Protecting Your Nest Egg from Market Crashes
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Apr 21, 2026 |
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Volatility is a Mirror: What Your Market Panic is Telling You
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Apr 14, 2026 |
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Forced Out: Why 56% of Retirees Didn't Choose Their Exit Date
|
Apr 07, 2026 |
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The 10-Day Trap: Why Missing the Market’s Best Moments Destroys Wealth
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Mar 31, 2026 |
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The Magic Number Myth: Why Your 401(k) Isn’t a Plan
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Mar 24, 2026 |
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The 40% Success Rate: Why Most Retirement Budgets Fail
|
Mar 17, 2026 |
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The "Naughty" A-Word: Why Your Retirement Strategy Might Need an Annuity
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Mar 10, 2026 |
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The Retirement Tax Trap: Is Your "Good Job" Saving You or Costing You?
|
Mar 03, 2026 |
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Beyond the 1.5 Million: Rethinking Your Retirement Math
|
Feb 24, 2026 |
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The Retirement Paradox: Why Record Highs are Creating Record Anxiety
|
Feb 17, 2026 |
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Rhyming with the Roaring '20s: Is Your Retirement Recession-Ready?
|
Feb 10, 2026 |
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Doing the Math: Can Your Retirement Savings Handle the 2026 Reality?
|
Jan 20, 2026 |
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The Retirement Number Dropped—But Should You Relax?
|
Jan 06, 2026 |
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The 17-Year Itch: Is Your Retirement Portfolio Overexposed?
|
Dec 23, 2025 |
|
Retirement Audit: Is Your Financial Plan Built to Last?
|
Dec 16, 2025 |
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The Swiss Cheese Retirement Plan: Are You Prepared for the Holes?
|
Dec 09, 2025 |
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$4 Million and Still Scared: Why Even Big Savers Fear Running Out of Money
|
Nov 25, 2025 |
|
Sequence of Returns: Why Timing Your Retirement Could Cost You $778,000
|
Nov 19, 2025 |
|
Uncle Sam wants a piece of your 401k
|
Oct 30, 2025 |
|
A word to the DIY retirement planner
|
Oct 30, 2025 |
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7 Retirement rules that are OK to break
|
Oct 30, 2025 |