Late Bloomer Wealth

Fee Only Fiduciary Financial Advisors

Responses to PBS Frontline “The Retirement Gamble.”

Its been three years since PBS Frontline Retirement Gamble was broadcasted. Dan and I were in NY. We had the great pleasure of having lunch with Rain Media  researchers, writers and producers who made The Retirement Gamble for PBS Frontline possible. Martin Smith is standing behind Dan and me. From left is Ryan (researcher), Dan, Martin, myself, …

Responses to PBS Frontline “The Retirement Gamble.” Read More »

In her April 3, 2013 “The Color of Money” column Michelle Singletary salutes Financial Literacy Month.

57% of Americans said a lack of savings worries them most. 43% of Americans said they are concerned about not having enough money for an emergency. Okay, those are the facts. Now, Singletary suggests you stop worrying and do something about it. Dan and Steve say it’s never too late! Get with it now! Here are some …

In her April 3, 2013 “The Color of Money” column Michelle Singletary salutes Financial Literacy Month. Read More »

Dan and I were interviewed by Ron Delegge, radio show host, to be aired on Sunday Morning, March 24th.

Ron Delegge, host of the “Index Investing Show” Podcast and Radio Show interviewed us about our book, Late Bloomer Millionaires, for his radio program to be broadcast Sunday Morning, March 24th through the following stations. Ron’s Radio Show “Index Investing Show” airs at the following cities and stations: Colorado Springs, CO. KWYD / AM 1580 / …

Dan and I were interviewed by Ron Delegge, radio show host, to be aired on Sunday Morning, March 24th. Read More »

A Hypothetical Conversation with a Fee-Only Fiduciary Financial Adviser.

Just this week, a discussion ensued when a member of the Social Media Marketing for Financial Professions (LinkedIn) asked: What does an ethical financial adviser look like? I am attempting to answer that question in this introductory post to Chapter 12 titled A Conversation with a Fee-Only Fiduciary Financial Adviser in our book, Late Bloomer Millionaires: A …

A Hypothetical Conversation with a Fee-Only Fiduciary Financial Adviser. Read More »

Late Bloomer Millionaires now available!

Late Bloomer Millionaires, A Financial Story and Investment Guide for Late Starters is now available in paperback and kindle formats. Bulk book orders are available at a discount. Read the press release here.

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