Everything Retirement (Planning)

Send us Fan Mail The potentially biggest cost for retirees is healthcare. Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Let's talk! Schedule a complimentary call and bring your questions, click here to schedule. Discussions in this show should not be construed as specific recommendations or investment advice....

Send us Fan Mail Inflation is real and it will erode your purchasing power. Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Let's talk! Schedule a complimentary call and bring your questions, click here to schedule. Discussions in this show should not be construed as specific recommendations or investment advic...

Send us Fan Mail There are some new tax breaks that retirees need to see the impact in their retirement plan. Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Let's talk! Schedule a complimentary call and bring your questions, click here to schedule. Discussions in this show should not be construed as specific r...

Send us Fan Mail How does the bill affect your retirement plan? Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Let's talk! Schedule a complimentary call and bring your questions, click here to schedule. Discussions in this show should not be construed as specific recommendations or investment advice. Always co...

Send us Fan Mail There are risks retirees face and they need to know them and stress them in the plan. Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Let's talk! Schedule a complimentary call and bring your questions, click here to schedule. Let's talk! Schedule a complimentary call and bring your questio...

Send us Fan Mail It's very important to understand that healthcare is just taken care of when you retire. Premium's could rise and this needs to planned for in the retirement plan. Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Let's talk! Schedule a complimentary call and bring your questions, click...

Send us Fan Mail Nobody likes making mistakes especially when investing for retirement.  Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Let's talk! Schedule a complimentary call and bring your questions, click here to schedule. Discussions in this show should not be construed as specific recommendations or inv...

Send us Fan Mail There's the traditional 401k and there's also the Roth 401k, it's important to know which is better. Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Let's talk! Schedule a complimentary call and bring your questions, click here to schedule. Discussions in this show should not be...

Send us Fan Mail This is values-based investing. Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Let's talk! Schedule a complimentary call and bring your questions, click here to schedule. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your...

Send us Fan Mail You have options on how you want to invest. Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Let's talk! Schedule a complimentary call and bring your questions, click here to schedule. Discussions in this show should not be construed as specific recommendations or investment advice. Always consu...

Send us Fan Mail You need all three legs to enjoy retirement. Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Let's talk! Schedule a complimentary call and bring your questions, click here to schedule. Discussions in this show should not be construed as specific recommendations or investment advice. Always cons...

Send us Fan Mail This is an option for older parent filing for social security with younger children. Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Let's talk! Schedule a complimentary call and bring your questions, click here to schedule. Discussions in this show should not be construed as specific recommend...

Send us Fan Mail Do you know what a municipal bond is? Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Let's talk! Schedule a complimentary call and bring your questions, click here to schedule. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult wit...

Send us Fan Mail Do you rebalance your portfolio? How often? Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Let's talk! Schedule a complimentary call and bring your questions, click here to schedule. Discussions in this show should not be construed as specific recommendations or investment advice. Always consu...

Send us Fan Mail Are you motivated to discover your own journey to retirement? Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Let's talk! Schedule a complimentary call and bring your questions, click here to schedule. Discussions in this show should not be construed as specific recommendations or investment ad...

Send us Fan Mail Required Minimum Distributions (RMD) can be confusing but it's very important to understand how RMD's work. Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Let's talk! Schedule a complimentary call and bring your questions, click here to schedule. Discussions in this show should not b...

Send us Fan Mail The investments you hold most likely have an investment fee associated to them, that's the expense ratio. Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Let's talk! Schedule a complimentary call and bring your questions, click here to schedule. Discussions in this show should not be const...

Send us Fan Mail Strategy is key when is comes to creating income for retirement or just preparing.  Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Let's talk! Schedule a complimentary call and bring your questions, click here to schedule. Discussions in this show should not be construed as specific recommenda...

Send us Fan Mail People are living longer and the trend is supporting to live even longer. What does this mean for your retirement plan. Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investme...

Send us Fan Mail This is a very interesting way to look at retirement as I break it into segments and the issues of each segment. Also helpful for building and designing a retirement plan.  Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Discussions in this show should not be construed as specific recommendations or...

Send us Fan Mail Good questions have the power to change your situation or even your life. Here are seven areas (questions) couples need to be asking in preparation for retirement. Don't let it hold you back from speaking with a financial advisor because you don't know what the relationship will look like.  Do you want to check your Retirement Conversation Assessment ? Click here to take...

Send us Fan Mail Don't let it hold you back from speaking with a financial advisor because you don't know what the relationship will look like.  Do you want to check your retirement readiness? Click here to take 16 question assessment. Checkout my Youtube channel, click here Discussions in this show should not be construed as specific recommendations or investment advice. Always consult...

Send us Fan Mail There is a process of developing a retirement income plan and it's probably much more than you realize.  Do you want to check your retirement readiness? Click here to take 16 question assessment. 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 profess...

Send us Fan Mail Inherited IRA's have been confusing ever since Secure Act of 2019.  Do you want to check your retirement readiness? Click here to take 16 question assessment. 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 investm...

Send us Fan Mail Most people want to stay in their home as they age, this episode talks about how to prepare for that. Do you want to check your retirement readiness? Click here to take 16 question assessment. 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 be...