Retire Once Show

On this episode of the Retire Once Show, Johnathan and Melissa discuss some of the biggest retirement planning trends. They also discuss the 2023 market outlook as well as their predictions for 2023. With 2022 being one of the worst years in the investment markets, and one of the worst years for the balance 60/40 portfolio, make sure you check out our predictions for the year ahead.  If you h...

If you're wondering where to save your money for retirement, this video is for you! We'll discuss the different types of accounts available to you and explain the advantages and disadvantages of each. We also give you a step-by-step guide on what accounts to save in first. In this video, we're going to discuss the differences between Roth and traditional 401ks, and show you which account is best f...

On this episode of the Retire Once Show, Johnathan and Melissa discuss the new Secure Act 2.0. This law has over 100 different retirement provisions. There are so many changes that this law impacts and on this episode, we cover the top changes that are coming with the new Secure Act 2.0. With everything from new ages for RMD (required minimum distributions) to an increase coming to catch-up contri...

On this episode of the Retire Once Show, Johnathan and Melissa discuss an article from gobankingrates.com, 45 Things Every 50-Something Should Know About Retirement. We discuss whether or not some of these items belong on the list such as a “longevity annuity” or a reverse mortgage.  2022 has been challenging for retirement planning. There has been decade high inflation, a bear market in stoc...

On this episode of the Retire Once Show, Johnathan and Melissa discuss what you should do to plan to care for aging parents. There are over 53 million adult caregivers that are unpaid. No parent wants to be a burden to their children, but as longevity increases with advances in healthcare, your parents may need you to help them out as they age. This is often a surprise for many people and can have...

On this episode of the Retire Once Show, Johnathan and Melissa discuss what you should do before year-end to maximize your wealth. Whether it is year-end retirement planning or year-end tax strategies, there are a number of things you do not want to forget to check off your to-do list. There are some time-sensitive year-end retirement strategies that will help you maximize your wealth and retireme...

On this episode of the Retire Once Show, Johnathan and Melissa discuss 2 popular retirement planning trends that died this year. With inflation at decade highs and the current bear market, retirees are having to rethink their investment strategies. Retirement savers can no longer follow general rules of thumb like the 4% rule or basic investment strategies.  Use this link to see if you are on...

On this episode of the Retire Once Show, Johnathan and Melissa discuss the possible changes that might be coming to retirement plans soon. The Retirement Savings Modernization Act could have one of the biggest impacts on retirement savers.  One of the big changes is that 401(k) plans could eventually invest in speculative investments such as hedge funds, private equity, private debt and even...

On this episode of the Retire Once Show, Johnathan and Melissa answer 2 listener questions.  Should you delay your retirement because of the market and inflation? What things should you consider when retirement is right around the corner? Also  Many people are worried about the current market and don’t know what to do. We help a listener with 4 tips on surviving a market crash.  If you look at you...

On this episode of the Retire Once Show, Johnathan and Melissa discuss the current housing market. We have gotten a lot of questions from clients about whether or not the housing market will crash as it did in 2008. We discuss the current state of the 2022 housing market and the outlook moving forward. We also discuss how falling house prices might impact your retirement. We also go through a reti...

On this episode of the Retire Once Show, Johnathan and Melissa discuss the difference between a successful and unsuccessful retirement. They share 3 habits of successful retirees. They also answer a question from a listener who wants to know what to he should payoff prior to retirement. Does it make sense to pay off your house before you retire? Check out this episode to find out.  If you hav...

On this episode of the Retire Once Show, Johnathan and Melissa discuss the upcoming Midterm election and whether or not it will have an impact on your retirement. Covering everything from what’s at stake in this election and how midterm elections have impacted the economy and the stock market in the past, this is an episode you do not want to miss. Make sure you check out the end of the video wher...

On this episode of the Retire Once Show, Johnathan and Melissa discuss the Wallethub rankings for the best and worst cities to retire. Where does your city rank? We also discuss a recent Forbes article – The Hidden Retirement Pitfall: It’s Not The Money and share 3 things retirees should never overlook but often do. The author Carolyn Rosenblatt calls them the 3 Important Components of a True Succ...

Download Our Retirement Toolkit: https://www.theoremwm.com/retirement-toolkit-download Schedule Your FREE Retirement Assessment Today https://www.theoremwm.com/start-here On this episode of the Retire Once Show, Johnathan and Melissa discuss the 5 things you should do to make sure you are ready to retire. Many people save for years thinking that retirement may be something they want to do, but whe...

On this episode of the Retire Once Show, Johnathan and Melissa discuss how the Inflation Reduction Act can impact your retirement. For many retirees, the Inflation Reduction Act can save them money in retirement. They discuss whether or not the market will be impacted by the new law. They also help answer a question from a listener who is going back to work after retirement and is wondering how he...

Schedule Your  FREE Retirement Assessment Today   Download Our Retirement Toolkit:   On this episode of the Retire Once Show, Johnathan sits down with Matt Meline CFP®, the Founder and CEO of PrairieFire Wealth Planning and the author of the book Empty Nest Full Pockets – How to emotionally and financially prepare for you and your children’s future. With the rising cost of education...

On this episode of the Retire Once Show, Johnathan and Melissa discuss the top 3 things that are impacting people’s decisions around retirement. With so many headlines in the news about everything from inflation to politics, there is so much noise that makes it hard to focus on individual goals. We share the 3 things that have caused clients to rethink their retirement and what you can do to help...

This Couple Retired and Did What??  Schedule Your FREE Retirement Assessment Today  Download Our Retirement Toolkit:  On this episode of the Retire Once Show, Johnathan and Melissa are joined by John and Bev Martin, also known as The Retirement Travelers. John and Bev retired early and decided to downsize their life so they can travel the world. After exploring the lower 48 states in an Airstream,...

Multiple surveys have shown that many Americans are unprepared for retirement. What should you do if you are getting a late start on retirement savings? Join Johnathan and Melissa on this episode of the Retire Once Show.  Schedule Your FREE Retirement Assessment Today:  Download Our Retirement Toolkit:  2022 Global Benefits Attitudes Survey:  Submit questions to the show at Ret...

Top IRA Mistakes To Avoid: Schedule Your FREE Retirement Assessment Today  Download Our Retirement Toolkit:   If you are planning for retirement and saving in an IRA, what are some mistakes you should look to avoid so that you can have a successful retirement? In this episode of the Retire Once Show, we discuss mistakes that could end up costing you money in taxes or mistakes that can im...

The Most Common Retirement Questions: Schedule Your  FREE Retirement Assessment Today  Download Our Retirement Toolkit:   How much do I need to retire? Should I retire in a bear market? How will I pay for medical expenses? These are a few of the common questions we get from viewers so today we will answer these questions and a few more. Submit questions to the show at Retire@theorem...

Most Common Social Security Questions: Schedule Your FREE Retirement Assessment Today  Download Our Retirement Toolkit:  There are many small nuances to social security; because of this, we get a lot of questions regarding SS. Today we hope to answer some of the more common questions we get, covering topics like spousal benefits, survivor benefits, and if social security will go bankrupt...

Retirement Planning For Couples.  Schedule Your FREE Retirement Assessment Today  Make Retirement Planning Easier Subscribe Now:  Download Our Retirement Toolkit:  Retirement planning for one person can be complicated, but retirement planning for couples adds complexity. In this episode of the Retire Once Show, we discuss tips for making retirement planning for couples a little easier. From having...

What are the most important Do's & Don'ts of retirement planning? Join hosts Johnathan and Melissa Rankin as they discuss retirement planning topics that you will either want to make sure you are doing or make sure you are avoiding.  Retirement planning can be stressful and that is why it is equally important to know the things that you should do and the things that you shouldn't do. Avoi...

With stocks down, there are a lot of questions about what you should do in this bear market. It can be scary for investors to lose money, so we want to discuss the strategies that investors can take to get through a bear market. We'll explain how these different investment strategies can be implemented for a bear market, some of their pros and cons, and who each strategy is right for. We will go i...