The Retirement Ready Show

If you are listening to this show then you are likely searching for an upper edge. What for exactly? Maybe with investments, or the market, or your own personal financial plan. Or maybe you are simply trying to learn some key information that you didn’t know before with hopes that said information will help you have a better chance at success when it comes to your retirement. Retirement is a prett...

Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate...

Here’s the thing: We’re all living longer than any generation before us, and those numbers are only rising. With medical advancements and technological achievements, our life expectancy has increased over the years where some can expect to spend potentially three to four decades in retirement. That’s about as long as you’ve spent working to get to retirement. But it begs the question: How will I k...

Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate...

We all want to avoid fees in life, although it is very hard to do. Fees are everywhere – from ATM fees, to shipping fees, convenience fees, and many other places. Some fees are very transparent, while others are harder to find. There are people who are willing to pay fees if they are insignificant in cost and add ease to their particular situation. However, hidden fees in your investments is somet...

Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate...

Prior to the days of GPS and the smartphone, when you wanted to go on a trip, there was a very useful tool that you could use to help you chart out your trip. It was called a map! Seems ancient, right? Of course, today, the map is at your disposal with a few swipes of your finger on your smartphone. And we use them on a regular basis to make sure we wind up where we want to be when we set out to v...

Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate...

One of the most common areas that pre-retirees and retirees have surrounds their Social Security benefit. For most people, they understand that they are entitled to some sort of a benefit, and they are estimating that based on years of receiving a “statement of benefits” from the Social Security Administration. However, as you know, the program is much more complex. Common questions involve when t...

Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate...

Baby Boomers are considered anyone who was born between 1946 and 1964. So, the first Baby Boomers are in their 70s now. The age and the instance are important to the retirement landscape in general. You see, according to Pew Research, 1.5 million Americans turned 70 in 2019 and will do so every year for the next 15 years. The age 70 itself is significant because of the required minimum distributio...

Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate...

The risk of outliving your savings can be one of the biggest challenges we face. But you can build the financial groundwork to receive income in retirement that will last no matter how long you live. In this episode, we will show you how strikingly similar building the perfect dream home is to building the perfect “financial house,” one that you and your loved ones can live in comfortably for the...

Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate...

Make no mistake… market volatility could once again rear its ugly head. It’s not a matter of “if” but “when.” This volatility could really throw a wrench into your retirement planning and your investment strategy. Have you properly prepared for the potential “hurricane” we could see sweep through the markets? Have you been able to adjust your risk to coincide with your retirement needs and objecti...