Retire At Peace

During this episode, we’ll discuss how fall is the perfect time to assess your current finances to determine if your current budget is meeting your needs.

During this episode, we’ll discuss the various benefits of living full-time in an RV after you retire. For many people, life in an RV can be a grand adventure.

Do you have questions about Medicare? This episode looks at each of the different parts of Medicare: Part A, Part B.

During this episode, we’re going to discuss ways you can work efficiently and confidently at home. The coronavirus pandemic has forced countless of Americans to work from home for the first time, and this timely topic gives several relevant tips.

During this episode, we’ll discuss some of the critical things that life insurance beneficiaries should know, including what happens if a policy has lapsed and when you can expect to receive your payout. Additionally, we discuss the pros and cons of both permanent and term life insurance.

During this episode, we’ll discuss various retirement savings tools that might be a good fit for your overall financial strategy, whether you work for someone else, own a small business, or are self-employed.

During our episode today, we’re going to discuss specific steps you can take in each of the last five years before retirement to help better position yourself to enjoy the rewarding and comfortable retirement you’ve always wanted.

For many people, regular travel during retirement is one of their dreams. But travel can often be very expensive, especially for people on fixed incomes. In this episode, we discuss numerous ways you can enjoy a retirement full of travel without completely wiping out your retirement nest egg.

When you’re planning for retirement, it can be easy to think of your retirement date as the ultimate goal. But the reality is, your plan should address your retirement lifestyle. After all, your retirement could last 20 or 30 years, so you should have a strategy for things like your health and fitness, socialization and travel. A comprehensive strategy can help to better position you to enjoy the...

Looking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, with some honest conversations and comprehensive strategizing, couples can view their impending retirement with confidence.

Where do you even start when looking at Medicare? This episode serves as a potential beginner’s guide to Medicare. This can be a confusing subject. There are so many parts, rules and regulations. We break some of those parts, rules and regulations down for you.

Most Americans have credit cards and many of them are carrying debt on those cards. We will discuss some of the tips and tricks you can use to cut out or even eliminate your credit card debt to help improve your financial situation.

Effective financial navigation requires a clear picture of the destination and the proper tools to reach the goal. Understanding the planning strategies available in light of COVID-19 can make the difference in reaching a comfortable retirement.

There are a few things that you can do in light of COVID-19 that will help you understand your path to retirement better and can help you do something besides worry.

There are many things to consider when looking at housing options in retirement. Will you stay in your current home? Will you buy a new home or condo? Or is renting better for your situation? This episode examines some of the options.

The 2020 Social Security Cost-of-living adjustment has been announced. What does it mean for you? Will this adjustment keep pace with inflation? Are there costs that are rising faster? This episode looks at some potential answers.

Tax Free Retirement, WFLA, November 14, 2020

Can you borrow money from a Roth IRA? Where does the name “Roth” come from anyway? This episode answers those questions and more about this common investment tool for retirement.

Women face different hurdles in retirement from men. We break down three of the most common issues.

Wedding season is upon us. How can you save money and still honor the bride and groom? This episode looks at some potential ways to save.

Pump up your retirement strategy with this 4 step workout.

Strategies to help avoid outliving your retirement

Tax Free Retirement, WFLA, November 21, 2020

How to find the right financial services professional to get you to the summit of retirement.

401(k) plans are one of the most popular ways to save for retirement. They can be especially valuable if your employer matches a percentage of your contributions. But what about people who don’t have the option of a 401(k)? In this episode we talk about what your Retirement Savings Options are when a 401(k) isn’t an option.