Stop Worrying You're Retired

George Fossing and Zach Jenkins are joined by Jim Pritchard, Chief Investment Officer of Northstar Financial, to discuss current market trends, the potential of a drawback, and how to avoid excess risk in your portfolio. Plus, how well do you understand the current tax code? See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins describe current market conditions and what it might look like if we experience a large pullback. Plus, what factors to consider when claiming your Social Security benefits. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss the silent partner in your retirement accounts - Uncle Sam. Do you know how to take advantage of current tax rates to minimize your tax burden in retirement? Plus, are we getting closer to a correction in the stock market? See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss the most important question they ask people when they come into the office - What is your definition of retirement? Plus, they address the challenges of walking away from a career and Social Security maximization strategies. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss President Biden's tax plans combined with ongoing stimulus relief. Is that going to send us into a recession? Plus, a discussion on the recent headlines about Robin Hood. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss the difference between "retirement advisors" and "financial advisors" and what it means for the people they work with. Plus, they share a story about a listener who was surprised to find out how much they were paying in fees in their portfolio. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss how to maintain your standard of living by using the right tools for retirement. Learn how to eliminate stress from your financial life on this week's episode. See omnystudio.com/listener for privacy information.

What's going to happen with taxes in 2021? George Fossing describes how you can find out what's in your blind spot in your retirement plan. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss how to prepare for the probability of big tax changes coming in the near future. Plus, what you can do to be ready if you are unexpectedly laid off. See omnystudio.com/listener for privacy information.

George Fossing shares a story about running a race with his son to illustrate how it feels to cross the finish line and begin retirement. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss how to manage your money during a down market and crossing items off your bucket list in retirement. Plus, what George and Zach are thankful for this year at Christmas. See omnystudio.com/listener for privacy information.

George Fossing explains how to maximize your Social Security benefits. Plus, a fun story about how the Stop Worrying, You're Retired Radio Show got its name. See omnystudio.com/listener for privacy information.

How do you envision your retirement? Do you have multiple sources of income? George Fossing discusses how you can make your money work for you as you approach your retirement years. See omnystudio.com/listener for privacy information.

Why wait until the New Year to get your finances in order? George and Zach talk about why it is important to act now.  See omnystudio.com/listener for privacy information.

How old is too old to still be living with your parents? A 41 year old in England is attempting to sue his parents for financial support. Plus, what can we learn from a new commercial featuring insurance for your Thanksgiving turkey? George Fossing and Zach Jenkins have the answers. See omnystudio.com/listener for privacy information.

With the election taking all of the spotlight, you may have missed the news that Congress is considering new legislation that could impact your portfolio. George simplifies what the proposed “Securing a Strong Retirement Act of 2020” means for your investments and required minimum distribution plan. Plus, an interesting dialogue about your advisor’s role in your life during good economic times and...

Since the market crash from February of 2020, some financial analysts say that we haven't fully recovered.  How concerned should you be about your retirement for the rest of the year?  George and Zach discuss and detail a checklist that you should be following to keep you on the right track. See omnystudio.com/listener for privacy information.

In 1986 President Ronald Reagan signed a tax reform bill into law that lowered the top income tax rate down to 28% from 50%. Overtime, congress has increased the top rate to 37%. Considering our national debt and the stimulus spending from the pandemic, it’s likely that more increases are coming. Then add the possibility that taxes will rise even more if there’s a “blue wave” in November, and the...

The pandemic has damaged our economy, and some baby boomers are being thrust into retirement earlier than they planned. If you’re offered an early buy out package, furloughed, laid off or want to leave your career early for whatever reason… You’re left wondering:  Can I pull it off?  On this episode George explains what to consider during this life changing event.    See omnystudio.com/listener fo...

“It’s the most confusing time of the year.” - Medicare is a complicated yet necessary part of life when over the age of 65. Open enrollment is October 15th thru December 7th, and each year the health and drug plans can change costs, coverage, providers and pharmacies in their networks. You need to be informed, but NOT overwhelmed. On this episode you’ll get the scoop on the entire alphabet of Medi...

In these crazy times, many people are leaving or changing jobs for various reasons. When that happens, a big question instantly becomes: What should I do with the 401(k) from my old job? The idea of doing a rollover can seem a little intimidating. On this episode, George breaks down what to consider… and how easy the rollover process can be. See omnystudio.com/listener for privacy information.

Living through our current political and news climate, it seems like  the worst time  to do anything other than focus on  getting through this chaos… Much less adjusting your investments and long-term financial plans. But this episode highlights what power you may not realize you have (and when to use it) concerning your financial future, and even taxes. Learn how to make sure that you dictate you...

As if 2020 wasn’t crazy enough, California lawmakers are not only trying to raise their income tax rates, they’re also proposing what could be   a  first-in-the-country wealth tax ! What scares us is that if California gets away with it… other states could likely follow. After George explains how you CAN govern the taxes you pay during retirement, we discuss how the election coverage may be influe...

It’s no secret that the virus has impacted the income of countless American workers… And this fall is expected to be very difficult for the businesses that have been hit the hardest. October 1st is when some of the payroll protection provisions under the CARES Act expire, and that means another round of layoffs are likely coming. George explains how he’s helping his clients prepare for this what i...

George shares the sweet story of how he and his wife of 30 years got engaged, and eventually married! After finding out how romantic George is, we compare the time spent planning a wedding to how much time we spend planning our retirement. George explains how much time we  should  spend planning our financial future – And more importantly, what we need to include. See omnystudio.com/listener for p...