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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.
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Recent Episodes
The 10-Day Trap: Why Missing the Market’s Best Moments Destroys Wealth
Trying to time the market might feel like a savvy move during volatility, but missing just the ten best trading days could swing your lifetime returns from positive growth to a double-digit loss.…
The Magic Number Myth: Why Your 401(k) Isn’t a Plan
Is your retirement plan on autopilot, or do you have a GPS for the road ahead? With the market hitting milestones and 401(k) balances reaching new heights, many are left wondering if they should…
The 40% Success Rate: Why Most Retirement Budgets Fail
Sixty percent of recent retirees admit their spending plans are already failing, proving that the transition to life without a paycheck is rarely a straight line. Curtis James of Bear Market…
The "Naughty" A-Word: Why Your Retirement Strategy Might Need an Annuity
Whether you’re a Baby Boomer at the finish line or a Gen Xer just starting to plan, the road to retirement is paved with complex questions about taxes, risk, and longevity. On Retirement Simplified,…
The Retirement Tax Trap: Is Your "Good Job" Saving You or Costing You?
While you’re watching the market’s green arrows climb, a hidden "success tax" could be quietly eroding your retirement nest egg. In this episode of Retirement Simplified, Curtis James of Bear Market…
Beyond the 1.5 Million: Rethinking Your Retirement Math
Gemini saidIs Your Retirement Math Missing a Zero? Many retirees feel haunted by the "1.5 million dollar rule," but the truth is often much more manageable when you factor in the "bedrock" of Social…
The Retirement Paradox: Why Record Highs are Creating Record Anxiety
While the stock market hits historic highs, a surprising number of retirees feel less confident about their future than they did during the global pandemic. In this episode of Retirement Simplified,…
Rhyming with the Roaring '20s: Is Your Retirement Recession-Ready?
History doesn't always repeat, but it often rhymes, and today’s economic shifts—from inflation to technological leaps—strikingly mirror the era that preceded the Great Depression. In this episode of…
Doing the Math: Can Your Retirement Savings Handle the 2026 Reality?
You’ve spent decades contributing to 401ks and IRAs, but do you have a strategy for the day the paychecks stop? In this episode of Retirement Simplified, Curtis James breaks down the "Icebreaker…
The Retirement Number Dropped—But Should You Relax?
The 18-year bull run has many investors holding their breath, wondering if the next major market correction is just around the corner. In this episode of Retirement Simplified, Curtis James of Bear…
The 17-Year Itch: Is Your Retirement Portfolio Overexposed?
As the stock market defies the odds with historic back-to-back gains, are you prepared for what happens when the music stops? Join Curtis James from Bear Market Financial Services as he breaks down…
Retirement Audit: Is Your Financial Plan Built to Last?
Are you afraid you'll outlive your money in retirement? Join financial advisor Curtis James as he simplifies complex retirement issues, discussing everything from market forecasts and taxation to…
The Swiss Cheese Retirement Plan: Are You Prepared for the Holes?
Curtis James simplifies the complex decisions facing those approaching or in retirement (late 50s and 60s). This show cuts through the headlines to explore real-world planning, from navigating market…
$4 Million and Still Scared: Why Even Big Savers Fear Running Out of Money
Are you relying on retirement "advice" that's as bad as a gravy-flavored Oreo? Join financial experts Curtis James and Randy Cook for Retirement Simplified as they slice through the financial world's…
Sequence of Returns: Why Timing Your Retirement Could Cost You $778,000
Did two brothers with the same savings retire $778,000 apart? Join financial expert Curtis James and host Randy Cook for Retirement Simplified as they dive into the complex math of distributions and…
Uncle Sam wants a piece of your 401k
That million dollar 401(k) is not all yours. You have a partner (Uncle Sam) that is claiming a piece of it. The question is: How big a bite will he get and is that bite going to get bigger? Visit…
A word to the DIY retirement planner
There is certainly enough information out there about markets, retirement, and how to handle your investments. What is the downside of doing your own retirement planning? Visit Bear Market Financial…
7 Retirement rules that are OK to break
If you put the word retirement into Google you will get a lot of formulas, rules, and advice. Some of that advice has become outdated. Visit Bear Market Financial Services to begin building your…
Frequently Asked Questions
Retirement Simplified with Curtis James has published 18 episodes since October 2025, covering topics in Business, Education.
Retirement Simplified with Curtis James is currently highly active with new episodes weekly. Average episode length is 45m.
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