The Retirement Key

Seeing your accounts go up-and-down with the market can be stressful. Still, planning your retirement should be fun, not anxiety inducing. Abe lays out some steps in the planning process to help you get out of harm’s way. Take your first step, visit RetirementKeyRadio.com . See omnystudio.com/listener for privacy information.

The Secure Act did away with the “Stretch IRA.” Now the IRS is developing a new way to collect taxes on your inherited IRA money sooner. How can you keep up with constantly changing rules and avoid paying unnecessary taxes? Visit RetirementKeyRadio.com . See omnystudio.com/listener for privacy information.

Much like how dentists can ID other issues like cancer, osteoporosis, and diabetes, Abe shares unexpected financial problems he’s uncovered for clients. Plus, a test drive on those free online calculators… the results are shocking. Looking for a human element? Visit RetirementKeyRadio.com . See omnystudio.com/listener for privacy information.

Inflation is hitting your wallet from many angles, but one major area is driving American’s “financial anxiety.”  Abe explains how creating a financial plan is what can give you more control in seemingly uncontrollable times. Be proactive, visit RetirementKeyRadio.com . See omnystudio.com/listener for privacy information.

Warren Buffett says you need to be fearful when others get greedy, and greedy when others get fearful. Abe talks about utilizing this mindset in retirement planning. Plus, building multiple income streams. Need an income plan for retirement? Connect at RetirementKeyRadio.com . See omnystudio.com/listener for privacy information.

Speculation continues - When will the Fed raise rates and what will it mean for your investments? Plus, the best advice Abe believes he gives his clients. Looking for guidance in Phase II of your financial life? Connect at RetirementKeyRadio.com . See omnystudio.com/listener for privacy information.

Our tendency to overestimate the chance of unlikely events, could be ruining your financial happiness. Abe explains how the right plan can help you avoid this, and if you want one of McDonald’s limited menu items you’re going to have to work for it... literally. Connect at RetirementKeyRadio.com . See omnystudio.com/listener for privacy information.

How can you build a plan that helps protect your savings despite current market volatility? Abe shares ideas, plus many 50-something’s looking at big retirement account balances are asking, “Why not retire now?” Make sure you’ve considered these 4 factors, first. Wondering how soon you can retire? Visit RetirementKeyRadio.com . See omnystudio.com/listener for privacy information.

The market is up and down, inflation is high, Covid is still rampant… even the so-called “experts” can’t predict where the economy is headed. Abe shares ideas on how to create calm by evaluating your asset allocation. Connect at RetirementKeyRadio.com . See omnystudio.com/listener for privacy information.

Is it better to make market investment adjustments multiple times a year, or can you have a plan to deal with everything at once? If you’re near or in retirement, you need to think about your portfolio differently. Also, Abe explains why he thinks cash management is just as important as market management. Connect at RetirementKeyRadio.com . See omnystudio.com/listener for privacy information.

With the obvious exception of being financially stable, what makes people happy in retirement? Abe shares his opinions on how to build a plan for your future happiness. Does your plan have you covered? Connect at RetirementKeyRadio.com . See omnystudio.com/listener for privacy information.

Christmas marks the “spirit of giving,” but that spirit goes the way of the Grinch when it comes to preparing those gifts. Over half of us say the worst part of the holidays is this one particular activity, and it’s similar to our mindset on retirement planning. Abe talks about how he and his team can help give you a more positive mindset. Plus, with all the talk about a looming market correction,...

Over the next decade, retirees will pay $650 billion in taxes on their Social Security benefits! Abe talks about how critical it is to factor taxes into your retirement plan. Also, the fruitcake may be the most-maligned holiday treat, giving it a direct correlation to this common retirement planning tool. Learn more on protecting your savings at RetirementKeyRadio.com . See omnystudio.com/listener...

Economists are now admitting that high inflation may be here for a while. Yet, consumers are still opening their wallets and accepting higher prices. Abe talks about ways to protect your buying power. Plus, if you’re thinking about an early retirement, first check these 7 items. Wondering if you can retire early? Connect at RetirementKeyRadio.com . See omnystudio.com/listener for privacy informati...

Your plan will likely look very different than your parent’s because it has to … Abe talks about ways to use technology towards your planning advantage. Plus, in your working years volatility is not that big of an issue. When you retire , it suddenly becomes a big one. Worried about the amount of risk in your portfolio? Connect at RetirementKeyRadio.com . See omnystudio.com/listener for privacy in...

“Skimpflation” is something you’ve likely experienced whether or not you realize it, but how can you make sure you’re not getting “skimped” on your retirement plan? And history says the market’s headed for a “Sophomore Slump” in 2022. Learn ways to help protect your retirement investments. Connect at RetirementKeyRadio.com . See omnystudio.com/listener for privacy information.

Thanksgiving dinner costs could be the highest ever thanks to a knotted supply chain, high transportation expenses, and inflation. Higher prices reduce everyone’s buying power, but how should you factor it into your retirement plan? Plus, the fear of missing out is alive and well for today’s market investors, but greed can come back and bite you. Fight the FOMO, connect at RetirementKeyRadio.com ....

The “Great Resignation” includes many older Americans but retiring at 60 instead of 66 tends to be costlier. Abe lists some expenses to consider when retiring at a younger age. Plus, the next time you log in to your retirement account, imagine that the number at the bottom of the page is quite a bit smaller than the one you’re seeing. Connect now at RetirementKeyRadio.com . See omnystudio.com/list...

50% are being forced to retire before they’d planned. Abe shares ideas on what you can do now to help protect your future self from an early exit of the work world.  Plus, most millionaires share this particular trait and it’s one that you too can implement into your own savings plan. Learn more at www. RetirementKeyRadio.com . See omnystudio.com/listener for privacy information.

Unfortunately, your sleep issues may not dissolve after you leave the 9 to 5. Experts say silencing the alarm can lead to irregular sleep patterns and disorders, but the last thing retirees want to lose sleep over is money. Abe explains how a proper plan can act as “sleep insurance.” Plus, could “stagflation” make a return in the 21st century? Learn more at www. RetirementKeyRadio.com . See omnyst...

For many retirees, the payment difference encourages them to wait before taking Social Security, but how do you make up the income gap in your early retirement years? Abe talks about income strategies he’s built for clients. Plus, how to handle your “sequence of returns risk.” Learn more at www. RetirementKeyRadio.com . See omnystudio.com/listener for privacy information.

New Bills in Congress could create a capital gains tax on estates and raising social security payroll taxes. Abe shares ideas on ways to begin your tax planning now. Plus, Fall tends to be a volatile time for the stock market. If you’re worried about risk levels in your retirement accounts, visit www. RetirementKeyRadio.com . See omnystudio.com/listener for privacy information.

“Tax season” means Feb – April for most of us, but that’s tax filing season. Another tax season that’s coming up is tax planning season. Abe talks about what you can do now - Dec to possibly reduce your tax burdens. Plus, what to do if your company’s pension goes to a 3rd party. Need to weigh out your pension option pros and cons? Visit www. RetirementKeyRadio.com . See omnystudio.com/listener for...

It seems many of us are suffering “investor amnesia” thanks to the long bull run, but if 2008 happened again what would that mean for your retirement? Plus, RMD’s should not be your guide to how much you can spend. Get to work on your retirement income plan and visit www. RetirementKeyRadio.com . See omnystudio.com/listener for privacy information.

The number of retirement account millionaires is at an all-time high! The problem is that many of us suffer from short term memories. Abe is joined by financial advisor, Pat Volk, to talk about what could happen to your retirement if we have another 2008. Plus, many believe that $1.9m is the “magic number” for a comfortable retirement. How much will you need to have socked away? Visit www. Retirem...