The Monolith Money Show Podcast

Planning a vacation is fun - planning for retirement, well, maybe not so much. But planning is necessary for retirement to go smoothly, and Jeff and Camille go over some steps to help that process such as when to start, and what kind of financial professional should you choose to help you.

It isn't what you make, it's what you keep that counts. That especially goes for retirement, where you likely are on a more fixed income. Today Jeff and Camille address how to take your retirement savings and turn it into income, to make sure all your expenses are covered and you can focus on your lifestyle.

Jeff and Camille discuss the five stages of life that people go through before getting to retirement. These include getting started with work, starting a savings plan, establishing a family, etc. Then what to do in the final years approaching retirement to make sure everything is ready to go from a financial standpoint.

Do you know what you spend every week? It may not seem important now to know exactly how much goes out on a weekly basis, but this knowledge can be critical in retirement.

The "A word", there is a lot of confusion surrounding annuities, but if used properly, they can be a useful tool in your retirement toolbox. Jeff and Camille discuss the different types of annuities and their uses.

Uncle Sam can certainly take a bite out of your retirement if you fail to plan. Jeff and Camille discuss tax planning and some potential tax concerns retirees will have to overcome.

So many advisors to choose from, what questions should you be asking, and what qualities should you be looking for when trying to find the right fit for you and your retirement? 

Meet the leaders of Monolith Financial, the father-daughter team of Jeff and Camille Mitchell. You'll learn a little about how each of them got to this point, and what they do to help guide people to and through retirement.