The Retirement Huddle

What can we learn about financial planning from the Andy Griffith Show? We'll share some quotes from the famous show and explain how they relate to you retirement.   What we discuss in this episode:  1:25 – Floyd 2:27 – Goober 6:07 – Sheriff Andy 7:29 – Otis   Read more and get additional financial resources here: http://retirementhuddle.com

Should you take a job with a higher salary but worse health insurance? Is there a way to not owe the IRS so much in taxes each year? These are a few of the mailbag questions we're answering on today's show.   What we discuss in this episode:  1:00 – Career moves 4:10 – Taxes 6:45 – Marriage costs   Read more and get additional financial resources here: http://retirementhuddle.com

A lot of people have questions about their retirement plan, but you might be asking the wrong questions. We'll share some common wrong questions and what better questions might be.   What we discuss in this episode:  0:57 – How much to save? 2:30 – Long-term care insurance 4:07 – Highest return 5:41 – Fees 7:27 – Taxes   Read more and get additional financial resources here: http://retirementhuddl...

Sometimes we have clients who want to retire early. But how much earlier do they mean, and is this a realistic goal? We'll share some challenges they face and how to know if early retirement is for you.   What we discuss in this episode:  0:59 – How early? 5:21 – Realistic retirement? 6:20 – Challenges of retiring early 10:29 – How do you know?   Read more and get additional financial resources he...

Delayed gratification is a difficult skill to master and that's just as true with financial matters as it is in the other areas of your life. Let's talk about some instances where you might be faced with a choice of being satisfied now or satisfied later.   What we discuss in this episode:  2:09 – Budget vs. 401k match 4:22 – Tax deductions 6:33 – Social Security   Read more and get additional fin...

What can basketball star Shaquille O'Neal teach us about retirement planning? Quite a bit. Let's examine some of his famous quotes and how they can apply to your life.   What we discuss in this episode:  0:46 – Seeing Shaq 5:05 – Excellence 7:15 – Taxes 8:59 – Stats 11:02 – Motivation   Read more and get additional financial resources here: http://retirementhuddle.com

For some folks, the idea of putting together a financial plan can be overwhelming. But it's less threatening if you just focus on the first step. Let's talk about a few possible first steps that you could take.   What we discuss in this episode:  1:05 – Retirement dreams 2:41 – Financial inventory 5:24 – Income plan 6:54 – Professional help   Read more and get additional financial resources here:...

We often hear people try to make excuses or explain away some of their questionable financial decisions. On today's show we'll explain why these excuses usually don't hold water.   Read more and get additional financial resources here: http://retirementhuddle.com   What we discuss in this episode:  1:08 – Social Security 5:44 – Too much risk 8:06 – Too much cash 10:24 – No idea about investments 1...

Anytime the market is turbulent, people react in various ways. So, how should you handle rough periods in the market? We'll share how to handle these tumultuous times   Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-44-how-to-should-you-handle-market-volatility/878/   What we discuss in this episode:  1:04 – Over trading 3:48 – Panic 5:47 – Head in t...

We often talk about the importance of not leaving a 401k with your old company after you no longer work there. But what are the main benefits of rolling an old 401k into an IRA? We'll explain on today's show.   Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-43-rolling-over-your-401ks-into-iras/859/     What we discuss in this episode:  1:00 – Benefit...

As financial professionals, there are things that we wish everyone knew and understood about the financial industry. Today we are going to share some of the tricks that sometimes get played and how to spot them.   Read and get additional financial information: https://retirementhuddle.com/podcast/ep-42-what-we-wish-you-knew-about-the-financial-industry/841/   What we discuss:  1:01 – Financial mar...

Mister Rogers left us a treasure trove of inspirational quotes during his 31 years on TV. Did you know that a few of them have some solid financial and investing wisdom hidden inside?   Read and get additional financial information: https://retirementhuddle.com/podcast/ep-41-financial-wisdom-from-mr-rogers/826/   What we discuss:  2:15 – Truth about ourselves 3:41 – Periods of losing 5:43 – At the...

Psychologists have determined that retirement is the 10th most stressful event that you can experience in life. Today we're sharing some ways to proactively deal with that stress.   Read and get additional financial information: https://retirementhuddle.com/podcast/ep-40-how-to-deal-with-financial-stress-in-retirement/814/   What we discuss:  2:58 – Lifestyle changes 4:58 – New challenges 7:03 – K...

Some people need a reality check when it comes to understanding their retirement. You might picture yourself retired on a beach or a boat, but it might be time to check your dreams.   Read and get additional financial information: https://retirementhuddle.com/podcast/ep-39-retirement-reality-check/801/   What we discuss:  0:55 – Manage expectations 3:01 – Changing expenses 5:21 – Changing game pla...

Right now, there are many parents who recently dropped their first kid off at college. Other parents just dropped their last kid off at college and are officially empty nesters. Let's discuss some of the major financial issues to consider during this stage of life.   Read and get additional financial information: https://retirementhuddle.com/podcast/ep-38-financial-tips-for-empty-nest-syndrome/788...

Today, we're answering your mailbag questions. Up first, Beth wants to know if it was a mistake to take Social Security early. We'll also answer your questions about 401(k) investments and long-term care.     Read and get additional financial information: https://retirementhuddle.com/podcast/ep-37-mailbag-social-security-401k-investments-and-long-term-care/681/   What we discuss:  0:51 – Social Se...

You likely have questions about your retirement, but there might be some questions that you didn't know to ask. We'll explain what those questions are and why the answers are so crucial to your financial future. Episode Show Notes: https://retirementhuddle.com/podcast/ep-36-retirement-questions-you-didnt-know-to-ask/619/ 1:27 – Tax-deferred savings 4:18 – Savings 6:08 – Life insurance 7:40 – Medic...

Today we're answering some mailbag questions about inheritance, housing prices and retirement goals.   Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-35-mailbag-inheritance-housing-and-retirement-goals/610/      What we discuss on this episode:  1:11 – Inheritance 6:11 – Selling house 8:33 – Retirement goal    

On this episode of The Retirement Huddle podcast, Mark Howard explains the questions you need to answer to see if you are ready for retirement.     Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-34-retirement-readiness-where-do-you-stand/597/     What we discuss on this episode:  1:07 – I have no idea if I can retire 3:24 – I think I have enough mone...

We like to look at issues faced by people outside the financial world and see what kind of retirement lessons we can learn. Today, we're seeing what we can learn from teachers and the issues they face.   Read more and get additional financial resources here: https://retirementhuddle.com/episodes/   What we discuss on this episode: 2:02 – Everybody hates homework 4:54 – Standardized testing isn't i...

What kind of score will you get on this retirement pop quiz? If you don't know the answer to the majority of these questions, there's a good chance that you'd be flunking a course on retirement planning.   Read more and get additional financial resources here: https://retirementhuddle.com/financial-planning/ep-32-retirement-pop-quiz/565/     What we discuss on this episode: 1:51 – Fund your lifest...

There are some important ages when you're thinking about retirement. Some of these ages start way before you retire. We'll explain what they are and why they're important milestones.   Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-31-important-ages-for-retirement-planning/525/     What we discuss on this episode:  1:22 – 50 years old 3:03 – 55 years...

Even if she wasn't actually talking about money, Grandma said a lot of smart things that we can apply to financial planning. On this episode of The Retirement Huddle podcast, Mark Howard explains some of these classic Grandma sayings and how they relate to our financial lives.   Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-30-financial-planning-wit...

Getting through retirement is a lot like running a marathon. Are you prepared and ready to go? We'll explain what you need to do.   Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-29-the-retirement-marathon/491/     What we discuss on this episode:  2:00 – Planning and preparation 4:59 – Diet 6:28 – Don't start too fast

Some decisions you make are hard to go back to change, and some you can't change at all. And there are many decisions in retirement planning that can't be undone, so you want to make sure that you make the right call.   Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-28-retirement-decisions-that-cant-be-undone/475/     What we discuss on this episode:...