Best of Retire Financially Fit

New year, new changes from the IRS … plus there are some updates from Social Security, Medicare that need to be on your radar. Today we’ll go over updated contribution limits for your retirement accounts, what to expect from Social Security, and so much more.

What changes will the New Year bring for programs like Social Security and Medicare? And the IRS has made some recent changes that could be pretty costly for some of you. We’ll tell you what to expect and so much more today.

We’ve continued to avoid government shutdowns this year. But meanwhile… the debt piles on.  We’re winding down the year 2023 with a look at some of the top financial and retirement headlines of the year.

You might think the hard part is over now that you’ve spent all these years saving for retirement. But do you know how to turn that savings into income in retirement? And do you know just how much income you can withdraw without penalty from your retirement accounts?

The IRS tax code is full of thousands of sections, each with its own specific definitions, rules, and fees. And guess what? Taxpayers are legally bound to follow all of them.

It’s been more than 15 years since the Great Recession and even though our economy has recovered, in some ways Baby Boomers are still feeling the impact.

More than half of all Americans turning 65 today will develop a disability serious enough to require long-term care. This could potentially be a big expense that impacts a lot of you, and we want to help you prepare.

Does our retirement system in the US make the grade? And what steps can you take to help you ensure you have more than just a “mediocre” plan for your retirement?

We’re well into the fourth quarter of 2023, so it’s time to start looking ahead to the year 2024. What changes will the new year bring for programs like Social Security? You’re about to find out.

The fourth quarter is here and it’s time for savvy, strategic investors like you to take action. Creating a tax-efficient, inflation-adjusted income strategy now can help you stay ahead of the game later.  We can help you plan for the 4th quarter of your financial football game, and help you come up with financial endurance plan on your roadmap to 2024, with Barb Swiatek of SF Financial

Another temporary spending bill, another pending federal shutdown deadline. When you think about this massive amount of government spending, do you know how this could impact you in the future? The stats are pretty shocking and we’ll tell you more in a minute.

Things are looking up for many of us, with higher average retirement account balances. But what are some of the other factors you don’t want to lose sight of?

We all probably know what it means to be physically healthy. Eat right, exercise, drink water and get your rest. But what does it mean to be financially healthy? We’re helping you get through a financial check up on the Barb show this weekend.

If you have questions about retirement, who better to ask than someone who’s been there before? Today we’ll share top advice from people who have been there and done that. Real retirement tips from real retirees.

With everything that’s been going on, we know many of you have questions about the market, and how your portfolio is doing. So today you’ll hear a lot about Barb Swiatek’s Retire Financial Fit process and how it could help you get some answers.

Did you know the average American worker will hold about 12 different jobs over their lifetime? If you’ve worked for more than one company and have saved in more than one 401k, then all the more reason to get some guidance on getting your finances in order for retirement.

How much do I need to save … Have I saved enough … Can I avoid having to cut back on my standard of living in retirement … Those are some of the key concerns for retirees today.

The financial headlines have been full of negative news lately with news of credit downgrades for the U.S. and a quite a few banks. How could it impact you and how do you stay on track for the retirement you’ve been dreaming about?

If your career is getting in your rear view mirror, and a happy, financially healthy retirement is straight ahead… stay right here with us for the next hour.. If have questions about retirement, who better to ask than someone who’s been there before? Today we’ll share top advice from people who have been there and done that. Real retirement tips from real retirees.

A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a potential new clien...

Concerns about appearing greedy … feeling inadequate … privacy concerns … and paranoia about your own lack of financial knowledge. Those are just some of the reasons why many people absolutely dread talking about their finances. But it’s important for you buckle down and have some of those crucial conversations with your spouse, your family, and your financial planner.

Should your retirement date be tied to a savings goal? Or are there other factors you might want to consider? And how do you know if you’re on track to retire on your planned timeline? Barb has some insights to share with you.  Plus, we’ll share the results of the Federal Reserve’s annual “stress test” for banks and what it could mean for consumers

You’ve spent your entire career saving for retirement. How can you make sure you’ve done enough? The last thing you need at this stage of the game is to make a misstep, so you end up spending down your savings too quickly.  So today we have four ways to help you maximize your retirement income. You can make the most out of your retirement by taking these strategic but simple steps.

Any time is a good time to break a bad habit. Whether you want to make improvements in your routine at home, your job performance at work, with your physical health or your financial health, the time to make a positive change for your future … is right now.