Everything Retirement (Planning)

Send us Fan Mail It's important to know how much you're paying in taxes, so you can 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 Investment Research, Inc., a...

Send us Fan Mail Creativity is needed for retirement planning and this episode shares how a HSA can help. 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, In...

Send us Fan Mail According to a Fidelity survey 33% of spouses don't retire at the same time. All spouses need a plan for but especially if one retires first. 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 Sometimes the easiest things to do are also the most difficult things to do. Now is a good time to make sure your retirement accounts have a named beneficiary. 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 Ca...

Send us Fan Mail Learn the four L's of retirement planning and how a full retirement plan and bring more clarity to the L's. 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 As adults we need to consider the "what if" the unthinkable happens, incapacitated. There are some basic documents adults need to consider. 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 You might be ready to work less but not ready to retire. Is phased retirement for 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., a...

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...