Everything Retirement (Planning)

Send us Fan Mail There are options and strategies when withdrawing money for retirement income. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a register...

Send us Fan Mail Dementia is a very sad thing to experience in a family and it is only going to increase. It's imperative to have a plan and the earlier the better.  Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions....

Send us Fan Mail An average retiree will spend 30-40 years accumulating money to retire, then they need to spend it. Having a Spending Policy Statement in order can help. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions....

Send us Fan Mail This is a strategy that could either offset a capital gain and/or lower your taxable income (or both). Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Re...

Send us Fan Mail It's a great time to check-in on how much you've saved, can you save more? Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a re...

Send us Fan Mail This is a brief overview of what we need to pay attention to because is could affect our retirement plan. Checkout my Youtube channel, click here Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Invest...

Send us Fan Mail Inheriting an IRA can be complex to understand by itself and can be even more complex to understand how it fits into your full retirement plan. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securitie...

Send us Fan Mail Having an investment philosophy is important for both client and financial advisor. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a reg...

Send us Fan Mail Being an executor can be a difficult job so learn what you have to do and prepare yourself. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc...

Send us Fan Mail Have a conversation with your loved ones who are in the age of 70 to 80 and talk about how to protect themselves from the scammers.  Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered t...

Send us Fan Mail It's critical to understand the affect health care and nursing care cost can have on your retirement plan. Create a full retirement plan and keep it up to date.  Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investme...

Send us Fan Mail The sunset of TCJA is coming January 1, 2026. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SI...

Send us Fan Mail Everyone has an opinion but it doesn't mean you should take it. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/...

Send us Fan Mail If you plan to work and claim your social security check, know the rules. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Br...

Send us Fan Mail Roth 401k are gaining popularity in the employer retirement plans. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/De...

Send us Fan Mail We can do all the planning and saving, however retirement success is all about health. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a...

Send us Fan Mail Retirement is all about turning your assets into a paycheck. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer,...

Send us Fan Mail Does retirement planning look different if spouses have a 10 year age gap. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered B...

Send us Fan Mail There is a way to put additional money into a Roth 401k.  Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Mem...

Send us Fan Mail Let's drop the confusing terminology and use a qualitative approach. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Br...

Send us Fan Mail It's important to understand how much social security income is taxed. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered...

Send us Fan Mail If you're researching financial advisors, it's important to find one that helps your type. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Rese...

Send us Fan Mail Here are the current issues that you need to know know about. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer,...

Send us Fan Mail It can be a dilemma on what's best option, do you stay in home (sell) or rent? Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a reg...

Send us Fan Mail Financial advisor do get paid for their services, however it's important the client understands how. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment...