All posts in Ask Seth and Brad

ASK SETH AND BRAD: When Someone Passes

When a loved one passes, the mixture of emotional and legal requirements that must be fulfilled can be daunting. What’s important to know is that few things need to be done initially. Let’s go through a typical scenario so that …

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ASK SETH & BRAD: Children and Money

When it comes to money there are often times two differing perspectives; the parent being asked for something (or feeling obligated) and that of the child (most often

ASK SETH & BRAD: Force Retirement Withdrawals

Dear S&B: My wife turns 70 ½ this year, what are the retirement withdrawal rules? Tom – Park Ridge, ILWhen you turn age 70 ½ you are mandated

ASK SETH & BRAD: Sustainable Retirement Income?

Dear S&B: As I head into retirement, any rules of thumb when it comes to how much I can take from savings each year? Susan – Santa BarbaraHistorically

ASK SETH & BRAD: Venture vs. Vulture Capitalists?

Dear S&B: What do these venture and vulture capitalist do? Stan – Santa BarbaraBoth of these groups are investors, they just focus on different types of investments. Let’s

ASK SETH & BRAD: Financial Tune Up Time

The new year is typically associated with a renewed focus on goals, objectives and desires. To assist you with financial items you should be refreshing, here are some

ASK SETH & BRAD: The Secrets of the ‘One Percenters’

Over the past 19 years, we have held thousands of meetings with very “wealthy” people. This was the year to vilify those who have become the “top 1%”

ASK SETH & BRAD: Behind The Social Security Curtain

With over 90% of Americans covered by Social Security, what ever happens politically and economically with this program will impact virtually everyone. Let’s take a peak into the

ASK SETH & BRAD: Continue to rent or time to buy?

Dear S&B: I have been thinking of buying a home for a while, time to do it? Jon-Santa BarbaraWith interest rates low and prices down but seemingly flattening

ASK BRAD & SETH: Picking the Winners

Dear S&B: I have been unsuccessfully trying different stock & mutual fund trading techniques, what is the best way to find the winners? Jeremy – Santa BarbaraPeople have