Everything Retirement (Planning)

Send us Fan Mail 60% of parents are supporting adult children, according to Pew research.  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 The client's interest comes first and it's imperative to understand what a fiduciary is. 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 Resear...

Send us Fan Mail Social security has it's issues and it might make good sense to prepare for retirement and have a plan and know what social security means to you. 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. S...

Send us Fan Mail What are you looking for in a client-advisor relationship? What's important to you? 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 Life insurance is a financial product that can be a solution for a life and financial goals. 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, In...

Send us Fan Mail Retirement is all about income, that's the whole reason to save. 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 Having a written will may be a wise chose based off your goals (after death). 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 registere...

Send us Fan Mail Saving is a great thing for retirement however you need to know the limits on how much you can contribute. 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 Investmen...

Send us Fan Mail This is a question that I'd think most people will need to ask, eventually.  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 regis...

Send us Fan Mail Retiring early might sound like the thing to do but you need to understand what that means when it comes to cost 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 Inv...

Send us Fan Mail What's going on that we need to know about? Let's stay tuned into the world so we can be prepared to adjust a retirement plan, if needed. 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. Secur...

Send us Fan Mail If you're experiencing a divorce and know someone who is, avoid these costly mistakes. 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 If you think you're better going it alone on retirement planning, think again. 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 To many people simply ignore that fact that they have a 401k with their previous employer. What should they do with 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 Cambri...

Send us Fan Mail Everyone needs to understand that you need to prepare for healthcare in retirement. 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 We need to plan for retirement income for potentially 30 years, maybe longer.  That means you need to withdraw a certain percent from your retirement assets. 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 decisi...

Send us Fan Mail The Roth IRA is a tax-deferred account that can be used for long-term goals such as retirement. Let's get to know 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 Cam...

Send us Fan Mail At some point either yourself or someone close to you will have diminishing mental capacity. This becomes very challenging to manage the day to day financial obligations. 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 inve...

Send us Fan Mail Exchange Traded Funds are a great option for an investment portfolio. I'll highlight what an ETF is in this episode. 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 Camb...

Send us Fan Mail It happens, financial advisors do retire or leave the business. You need to be prepare if this happens to you. 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 Inves...

Send us Fan Mail In general people need to rethink how to approach and prepare for retirement. 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 registere...

Send us Fan Mail What's going on in the markets... world... that an have affect on our investments and 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 Invest...

Send us Fan Mail Recent U.S. News survey of 2,000 adults, half of respondents said they had to pause saving for retirement at some point in 2022, and 41% stopped contributing to retirement funds like 401(k)s or individual retirement accounts. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with yo...

Send us Fan Mail The Secure Act 2.0 was enacted in 2022 with over 90 changes to IRA's and retirement accounts. This episode highlights changes for 2024. 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 o...

Send us Fan Mail Let's start the year with the power of intention! Claim what you want for your money in 2024 and it could take you to new levels of life. 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...