Everything Retirement (Planning)

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...

Send us Fan Mail We may have false beliefs that will do more harm than good. 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 investment decisions...

Send us Fan Mail Medicare is health insurance and you need to review it each year to make sure you have the right fit. 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...

Send us Fan Mail Health is the most important part of our life and if we want to have happy and fulfilled life, maintaining good heath is critical. 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 yo...

Send us Fan Mail Secure 2.0 is giving savers between ages 60-63 in workplace retirement accounts more opportunity to save. 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 professiona...

Send us Fan Mail Long-term care insurance is important to discuss and understand how it fits in 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 investment professional bef...

Send us Fan Mail Gen Xer's are in a pinch currently, call a sandwich, need to care for elderly parents and kids at home. 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 professi...

Send us Fan Mail Social Security seems to be making the news more and more because it's heading in the wrong question. 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 profession...

Send us Fan Mail Did you realize you might need to spend less than 4% per yer of your retirement assets. Do you want to check your ready 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 importa...

Send us Fan Mail There are rules to most things when it comes to retirement, especially with a Roth IRA. 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 Investment Research, Inc...

Send us Fan Mail There will come a day where you will convert your retirement savings to retirement income. 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 Investment Research,...

Send us Fan Mail Medicare is health insurance and the premium does increase. 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 Investment Research, Inc., a registered Broker/Deale...

Send us Fan Mail There are expenses that might sneak up on you in retirement unless you're aware of them.   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 Investment Resea...

Send us Fan Mail Healthcare expenses can be devastating for a retirement plan if there's not proper planning. 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 Investment Res...

Send us Fan Mail Required minimum distributions (RMD) comes down to age. 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 Investment Research, Inc., a registered Broker/Dealer, M...

Send us Fan Mail Hear these spousal situation around retirement and see if you could relate and what would have been the better road. 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 Cambr...

Send us Fan Mail This may or may not come as a shock but spouses don't always see eye to eye when it comes to retirement. 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 In...

Send us Fan Mail This is a very high level summary of a retirement plan, but never the less it will make you think. 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 Investment Re...

Send us Fan Mail Good time to learn what the contribution limits are so you can plan for 2025. 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 Investment Research, Inc., a regis...