Retirement Playbook

On this episode, we examine the 10 potentially critical things you need to know if you’re considering early retirement.

Changes in Social Security can have a big impact on your personal finances in retirement. How will the most recently announced changes impact your personal economy?

During this episode, we’re going to discuss the steps you should take if you need to help your retired or nearly-retied parents, with their finances and financial strategy. We’ll also examine how some of the things you learn while working with your parents may improve your own finances.

During this episode, we’re going to examine some of the common myths about retirement and Social Security and why knowing the difference between myth and reality is important for your financial strategy. To add a little fun, we’ll also share some of our favorite historical myths.

During this episode, we’re going to discuss some of the financial insights and lessons you’ve learned during your life and how you can put that information to work helping your kids and grandkids make their own financial strategies stronger.

Inflation is a concern for some people in retirement. Let’s discuss the current inflation news and then examine ways you can build a budget and a retirement strategy that may offer some degree of protection against inflation.

During this episode, we’re going to discuss how you can grow the kind of financial garden that provides consistent retirement income while also stabilizing your finances long before you retire.

During this episode, we’re going to examine some of the big and small ways you can improve your finances for the rest of 2021 as well for years to come. This week’s episode is modeled after the upcoming NFL draft with our host “drafting” some favorite financial tips.

We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.

During this episode, we’re going to illuminate some potentially surprising facts and figures about retirement. And, to make things a little more fun, we’re going to intersperse some fascinating facts about some of our most beloved movies.

During this episode, we’re going to really break down 401(k) so that listeners can gain a deeper understanding of their importance. We’ll also discuss way to maximize your 401(k).

Roth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.

During this episode, we’re going to do a deep analysis of the recently passed American Rescue Plan. In our final segment, we’ll address some good post-pandemic budgeting options.

During this episode, we’re going to examine financial statistics that may surprise you, scare you, or inspire you to readjust your own financial strategy.

During this episode, we’ll discuss some potential tax breaks for people who are in their 50s and 60s, the self-employed, and tax breaks that anyone can take advantage of.

During today’s episode, we’re going to discuss some of the changes you’ll see to Social Security in 2021 as well as what you can do to adjust your own retirement strategy to address those changes.

In this episode Brock discusses the Game Stop stock story and the markets overall. Then we discuss tips and strategies to help you have a balanced portfolio.

During this episode, we’ll examine eight scenarios when temporarily pausing saving for retirement may make broader financial sense.

During today’s episode, we’re going to discuss financial new year’s resolutions that may help you enjoy more financial security in 2021, along with a fun twist at the end of the show.

During today’s episode, we’re going to look at ways you can adjust your financial strategy and strategies to make 2021 a great year. In the final segment, we’ll discuss what snowbirds need to do before they head off for warmer climates.

During this episode, we’ll look at the steps people who are very close to retirement may want to take to ensure their financial strategies are as solid as possible so they leap into retirement with optimism and confidence.

During this episode, we’re going to look at some of the common financial fears that people nearing retirement often experience and how they can be overcome. In the final segment, we’ll discuss how you can develop a savings target for retirement.

During this episode, we’ll be discussing how you can build an legacy plan or adjust your current plan to better reflect your needs during the coronavirus pandemic. We’ll also look at some more general financial decisions that may make sense during the pandemic.

There are a lot of different aspects to a solid financial plan that will work to maximize your savings for retirement. In this episode Brock welcomes Jason Lee and they discuss Medicare, Social Security maximization and asset allocation with tips and strategies to possibly help you keep and save more of your money.

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. We’ll also look at ways you may be able to save a few bucks on your holiday shopping.