Retirement Playbook

In this show Brock talks about what you need to know about estate and enhanced planning and why it's important for everyone.

During this episode, we examine various types of retirement income and what kind of taxes each of them may be subject to.

During this episode, we’re going to look at commonly held notions about money and which ones are true and false and we’ll also discuss 8 Obstacles to Retirement.

During this episode, we’ll discuss some of the most common signs that you’re economically and strategically ready to retire.

During this episode, we’ll discuss harnessing the power of Social Security, which, among other things, means understanding the full retirement age, how when you file can affect your benefit payment, and how Social Security is only a piece of a broad financial strategy.

In this episode we talk about how to avoid costly mistakes with your 401(k).

During this episode, we discuss what annuities are, their benefits, drawbacks, and whether they may be a good fit for your financial strategy.

During this show, we’ll look at some of the common retirement expenses that many people fail to adequately prepare for before they retire. We’ll conclude the show by looking at wealth plans.

On this show, we’re going to look at the future of retirement, both in terms of how it may look a handful of years from now and how it may look several decades in the future.

Everyone wants a happy and comfortable retirement. In this episode we go over 20 tips that may help you achieve a successful retirement.

This episode features an examination of the rising hospital at home movement as well as long-term care insurance.

During this episode, we’re going to examine some of the key things you should know as you move closer to your retirement.

In this episode we talk some more about critical things you need to know before filing for Social Security.

During this show, we’ll look at recent news from the Social Security trustees’ report before shifting into a more general conversation about Social Security.

During this episode, we’ll highlight some tips to help you enjoy summer while sticking to your budget and retirement strategy.

In this show we look at financial steps for those who are in the last inning or two of their careers as well as for those who are still financial rookies.

In this show, we highlight some of the financial resources available to people when they turn 50 and 65.

During this show, we’ll look at various ways you may be able to save money when it comes time to take your retirement withdrawals.

During this episode we’re going to discuss the importance of enhanced planning in relation to finances, taxes, and family life. This includes estate planning, legacy planning and more.

During this show, we’re going to highlight some potential tax breaks for those older than 50 as well as ways older people may be able to reduce their taxes in retirement.

In this episode we talk about the importance of having a purpose in retirement, and some of the steps you can take to be content in retirement.

During this episode, we’re going to breakdown the federal SECURE 2.0 Act, which may have major implications for millions of retirees.

During this show, we’re going to discuss what you should do if your 401(k) match is suddenly cut as well as alternatives to 401(k)s.

Brock and Tony meet up in Las Vegas for a financial conference and talk a little bit about the Secure Act 2.0 and some of the changes. They also bring on a special guest you may have heard before.

Starting the new year off right is important, especially when it comes to financial goals. We talk about what goals you should be looking at and strategies to help you achieve those goals.