Retirement and Your Money - Dollars and Sense Radio

That's the elephant in the room question.  Planning for retirement isn't something you do the day before the retirement party at the office.  Retirement planning starts a lot sooner in your working years.  Listen and learn when you should get busy.

We all have a wish list of things we want to do in retirement.  But before we can craft a wish list, we must craft a must list.  Those things that the foundation for our retirement.  Do you have a must list?

It may be a drop in the bucket, or a huge part of your financial future in retirement.  Understanding Social Secutiry as it relates to your retirement years is worth a discussion.  Here are some good ideas to get that conversation started.

The cost of a dozen eggs or the price of a loaf of bread.  It's a big deal in retirement.  Along with the other ups and downs, you need to understand how the cost of living will affect your retirement years.  Let's listen.

How good are you at budgeting stuff?  So many folks are not that good and as a result, retirement becomes less fun and more work.  Wouldn't that be great it you could change that?  So, how can you fund your retirement?  Take a listen.

No, it's not about calling Southwest Airlines and booking a flight to get away.  Retirement takes good decisions and a person who understands what you need to do to make that retirement happen.  You can always book the flight later.  Start with the important stuff first.

Retirement can be complicated, and with good reason.  You probably have so many questions about your retirement.  Let's explore what a lifetime income rider is, and why it's important to your retirement.

Icebreaker:  The beginning of a conversation, any conversation.  So how about your retirement.  How do you start that conversation.  Scary?  It should be.  Because this is serious business.  Discover how to start that very important conversation..

This isn't a place to hurry up and make a quick decision.  You need to feel confident and comfortable with the plans for your retirement.  Approaching retirement means you have found a good foundation based on a realistic strategy.  Do you have one?

Remember The Yellow Pages?  You used to search for the "experts" on everything from plumbing to a doctor.  Today, that search is more calculated and we depend on making the right choice.  So, how about a retirement specialist?  Have you found one yet?

We have our Day-Timers and computer platforms to plan our life and those little details that make up each day.  After all, we don't want to miss an important event or deadline.  But how about your retirement?  Got some plans?  Hope so.

Starting the retirement game plan should begin with a conversation with a retirement specialist.  But going into that conversation requires planning for the conversation.  You have questions.  Dollars and Sense has some answers.

You can't go into retirement, broke.  But many folks enter retirement without sufficient funds to move them into that phase of life.  How about you?  How much have you saved, and is it enough?  Let's find out.

Making plans are good.  We figured that out during our working years.  You can'tlive life with a plan.  The same goes for your retirement.  But what does it take to plan for retirement?  Let's find out.

Life is exciting and full of opportunities, but getting close to retirement, life needs to settle down just a bit.  Especially when it comes to managing your money.  So investments should be a centric theme to get you started on the right foot.  

Years ago we had Trip-Ticks from AAA to get us from point A to point B, and back again.  So let's think about your retirement.  Dollars and Sense has a retirement guidebook that might be your perfect guide to a great retirement.  Listen to get yours.

Throughout life we find people who are very smart about life.  Doctors, mechanics, and the folks who we feel comfortable and confident sharing life with.  That's the same for your retirement.  Take a listen and see if this guy, is your retirement guy.  

It goes well beyond booking that vacation of a lifetime, or buying that new boat.  Retirement is a comprehensive plan that ensures your retirement years are all they can be.  Listen in as we help get you started.

We live our lives on a schedule.  Planning for daily events.  To have a successful retirement, you need a plan.  Let's get started, right now.

Yeah, we get it.  Life is confusion, and filled with anxiety.  As you move into retirement, let's help make that process simple and something you can look forward to.  It IS possible.

Our world is a constant spin of issues and conflicts.  As we wrap 2023, how does the post pandemic affect our retirement plans?  We're doing more, but how do we make retirement happen in a post-pandemic world?  Let's find out.

During the working years, taxes are an important part of our financial well-being.  The same rules apply to our retirement years.  Today, we talk taxes and your retirement.

Our working years are a series of plans that come together to bring us success at work, and success with family.  The same rules apply to your retirement.  Without a plan, we don't have a vision for the years ahead.  Dollars and Sense helps you put together a plan for success.  

Going into retirement, preparation is one of the key elements of success.  Going into a conversation about your retirement also needs your preparation.  Have you thought about the questions you would ask Doug.  Here are some answers.

We look for good in our lives.  A good doctor, a good mechanic, a good friend.  So that "good" also needs to be part of your retirement strategy.  That means someone who communicates clearly and with intelligence.  Someone who you can relate to.  Out of the gate, that should be your top priority.