Retirement Playbook

Do you have questions about Medicare? This episode looks at each of the different parts of Medicare: Part A, Part B and gives you tips and strategies for your Medicare and healthcare planning.

During this episode, we discuss the various pros and cons of living full-time in an RV after you retire. For many people, life in an RV can be a grand adventure but there are potentially significant drawbacks.

During this episode, we’ll discuss various retirement savings tools that might be a good fit for your overall financial strategy, whether you work for someone else, own a small business, or are otherwise self-employed.

Have your circumstances changed during the coronavirus economy? Some simple budgeting adjustments may help you get through this economic volatility a little easier. During our episode today, we’re going to dig into just how important it can be to conduct a financial checkup.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

During today’s show, we’ll be discussing what you need to do to prepare for retirement if you’re single. Much of the marketing around retirement planning focuses on couples, but single people have their own unique financial, healthcare, and personal needs when it comes to retirement.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

For many people, Social Security is the key element of their financial retirement strategy, so it’s critical to understand Social Security’s many rules, regulations and quirks. Additionally, in most cases, Social Security should be only one component of a robust strategy.

In times of tremendous economic upheaval, you can take steps to tighten your budget and reduce your monthly bills. At the same time, there are also measures you can take right now to better protect your retirement.

In times of economic uncertainty, there can be tremendous value in examining your retirement income strategy to make sure you aren’t falling victim to one or more of the common retirement strategy mistakes that can upend your hopes and goals for retirement.

This episode’s three segments focus on questions about preparing to choose and move to a retirement community, simple wealth building moves that you need to know and tips and suggestions for creating a retirement budget.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

With just a few changes you can turn your bad financial habits into good habits that leave you planning for the future with confidence and excitement.

Living longer is becoming more and more common. That creates a need for a change in the way you plan for retirement. Listen in as we discuss strategies to deal with this.

This episode talks about the financial challenges for women in retirement and options for addressing those challenges.

Looking at the three stages of life and how retirement is its own race, not the finish line.

With millions of Americans currently working from home as the world deals with the coronavirus pandemic, it’s a good time to take control of our finances to better prepare for a strong financial future.

The coronavirus disease has dominated the news cycle for the past few weeks and it’s not going away. Instead of letting that get you down, here are some things you can do to respond and prepare your retirement strategy.

The best golfers rely on their caddies to have a great golf game plan. If you want to have a great financial game plan you need a great financial caddie. We talk about why and what they can offer with a lot of great tips to help you get your finances in order.

Kiplinger and Personal Capital recently teamed up on a poll to see how Americans react to market volatility. How do you stack up?

Many workers today believe that they’ll keep working until they’re seventy five or older. In this episode we talk about how to intelligently financially plan even if you don’t intend to retire.

Tax season is a time of year when everyone is thinking about their finances. You can use it to help you make better decisions, not just this year but into the future.

In this episode we discuss strategies to help you get the most out of your Medicare and how to better understand it.

The financial media is flooded with information about annuities. Some of it may be good to know. Some may not be. How can you filter the perceptions that are rooted in reality from the ones that aren’t?

This episode looks at two different sets of the seven deadly sins of retirement planning. How many are you guilty of? We talk about what they are and how to avoid them.