Retirement Playbook

During this episode, we’re going to take a deep dive into long-term care insurance — what it is, how important it is, and what it may cost.

During this episode, we’re going to discuss the pros and cons of retiring in the United States versus retiring abroad before highlighting some of the top retirement destinations globally and in the United States.

We examine some of the steps you can take to build wealth, save more money, and secure your ideal retirement.

In this episode we talk about what to be thankful for in the world of finance, and also look at Black Friday, Cyber Monday and the Crypto Currency fiasco.

During this show, we’re going to discuss designing a financial to do list with the goal of crossing everything on that list off before the end of the year.

During this episode, we’re going to examine the cost changes coming to Medicare in 2023 as well as what people need to know about the open enrollment period.

During this episode, we’ll take a thorough look at Social Security survivor benefits and what your ideal filing age may be.

During today’s episode, we’re going to take a closer look at some of the lesser discussed elements that are essential to a happy and fulfilling retirement.

During this episode, we’ll take a high-level look at the recently signed into law Inflation Reduction Act and its potential impact on Medicare recipients and taxpayers.

During today’s show, we’re going to take a close look at various types of retirement income and how each of them may be taxed.

During this episode, we’ll examine some of the most commonly overlooked financial strategy steps and what you can do to avoid them.

In this episode, we highlight some of the most prevalent financial mistakes you should work hard to avoid.

During this show, we’ll examine the five types of insurance you’ll likely want to include in your financial strategy.

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

During this episode, we’ll look at what annuities are, there plusses and minuses, and whether they’re a good fit for your financial strategy.

Is this the right time for a Roth conversion? What are you other options? In this episode we look at helpful ways to possibly improve your retirement savings and future income.

Many experienced financial professionals are predicting that we’ll soon be confronted with a recession. On today’s show, we’re going to offer up some tips that may help recession-proof your retirement.

During this episode, we’ll first examine some of the ways that Roth IRAs may be a good fit for certain financial strategies before pivoting to discussing some of the prominent financial scams that are currently making the rounds.

During this episode, we’re going to examine the fallout of the Fed’s recent rate increase and what it means for not only the economy but to the average person.

From major market volatility to rising inflation, you need a sold plan to navigate the rough financial terrain. We talk about strategies to help with your financial plan.

During this episode, we’re going to discuss the current bout of market volatility and how you can cut out emotions and stick to your financial strategy.

In this episode, we look at common 401(k) mistakes and what you can do to avoid them.

In this show we address our current high rate of inflation and some of the budgetary and spending steps you can take to fight back against it.

During this episode, we’re going to examine how you may be able to increase your Social Security payment as well as what you should know about 401(k) early withdrawal penalties.

During today’s episode, we’re going to look at two critical subjects: establishing a charitable trust and retirement wealth gaps.