The Safe Money Retirement Show

We'll explore the future of Social Security. What are the latest projections of what will happen in the coming years to your Social Security benefits? How is the program funded today? What can you do to overcome the potential reduction in benefits that could be only about 10 years away? Don't you think it's time to ask the right questions and get honest answers? Join me each week fo...

We'll discuss how a financially sound plan can work for you. Are these Safe Money Retirement plans I talk about financially sound? How safe is life insurance? What guarantee do I have that an insurance company will pay? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!...

We'll explore the questions you should be asking yourself about your income in retirement. What do you need to do to ensure you have enough to cover your expenses no matter how long you live? Is there a way to offset inflation? Can an income plan cover both you and your spouse? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE...

We'll discuss Secure 2.0 which went into effect on Jan 1st of this year and look at the changes that will affect most people. When will your RMDs start? Did they make any changes to Roth accounts? When can you make extra catch-up contributions? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your reti...

This is part 7 and the final question of my interview with Tom Hegna, a top US Economist and 2-time Bestselling Author. We'll explore why Tom wrote his books and what steps he shares in them to help retirees make a plan. Can you understand the advice top PhDs and Noble Prize winners give about retirement? Would you like a simple step-by-step guide in plain English? Don't you think it&apo...

This is part 6 of my interview with Tom Hegna, a top US Economist and 2-time Bestselling Author. We'll discuss why some annuities get so much bad press and what type of annuities you need to stay far away from. What does Tom think you can do to fight inflation? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how...

This is part 5 of my interview with Tom Hegna, a top US Economist and 2-time Bestselling Author. We'll explore what Tom believes are the most important things to put your focus on when you're close to or in retirement. Where are the tax rates going to go? Is there some way to mitigate the risks retirement brings? What should you look for in a financial planner? Don't you think it&ap...

This is part 4 of my interview with Tom Hegna, a top US Economist and 2-time Bestselling Author. We'll discuss how you can use cash-value life insurance to generate a tax-free income in retirement. Can sequence of returns risk sink your retirement ship? What is a retirement death spiral? Don't you think it's time to ask the right questions and get honest answers? Join me each week f...

This is part 3 of my interview with Tom Hegna, a top US Economist and 2-time Bestselling Author. We'll explore how annuities can help people in or approaching retirement. Does Tom own annuities for his retirement? What types of annuities does Tom own and why? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to...

This is part 2 of my interview with Tom Hegna, a top US Economist and 2-time Bestselling Author. We'll discuss the 7 steps Tom has in his latest book on retirement security. What should you leave to your kids? What if you need long-term care?? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retir...

This is part 1 of my interview with Tom Hegna, a top US Economist and 2-time Bestselling Author. We'll explore what he believes are the most common risks found in retirement and how to overcome them. Why did Tom write his books in the first place? Is timing really that critical to your success in retirement? Don't you think it's time to ask the right questions and get honest answers...

We'll discuss how losses can be devastating to your plan for retirement. Did you know a 30% loss needs a 42% gain to get back to even? Do you have the time to regain a BIG loss? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! www. SafeMoneyRetirement.com  

We'll explore a study that shows that people are significantly happier in retirement if they have an income floor they can count on. What is an income floor? Why must you have one for your retirement to lower stress and increase joy? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirement safe...

We'll discuss what a "paper return" is and why it isn't something you can count on if it is still in an at-risk account. How can you realize paper returns and make them real, in-your-pocket returns? Is there any way to plan your retirement with paper returns? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE educ...

We'll explore how spend-down retirement planning really works. Can you count on a spend-down plan? Are there better options? Is the 4% rule still valid in this crazy market? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! www. SafeMoneyRetirement.com  

We'll discuss how you can insure your retirement funds from market losses just like you do your property, life, autos, etc. Is there a way to eliminate market loss risk completely while still experiencing growth? What can you do now to protect what you've worked your whole life for? Don't you think it's time to ask the right questions and get honest answers? Join me each week f...

We'll explore why an income floor is extremely important to your happiness in retirement. Did you know it would take almost 12 years at 6% annual gain to make back a 50% drop in your retirement accounts? Do you have that much time? Can having a sufficient income floor overcome this risk? Don't you think it's time to ask the right questions and get honest answers? Join me each week f...

We'll discuss ways to control things that are beyond your control in retirement. Is this even possible? Can you really remove all the risk of market losses and the high costs of fees? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! www. SafeMoneyRetirement.com  

We'll explore the high cost of financial anxiety in your retirement years. Is there a way to completely alleviate the anxiety and know for sure that you are safe? Is safety even possible in this day and age? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! www. SafeMo...

We'll discuss the #1 question you should be asking your financial advisor today. How much risk can you afford in your retirement years? Is there a way to be 100% secure that you are "all set"? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! www. SafeMoneyRe...

We'll explore ways you can stack the deck in your favor in the retirement game show. Do you know when to say Deal or No Deal? Can you leave YOUR retirement to chance? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! www. SafeMoneyRetirement.com  

We'll discuss the impact wrong information can have on your retirement plan. How can you trust that your current plan is the best for you? Is it based on facts and guarantees or hope and hype? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! www. SafeMoneyRetirement.c...

We'll explore what truly safe options are available to keep you from falling off the retirement cliff. Are you protected from the fall? What risks are waiting for you at the top of the retirement mountain? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! www. SafeMone...

We'll discuss how preparing for your retirement and an Olympic event can be similar. Is it all about the preparation or is it more about the strategy? Can you win if you're getting started late? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! www. SafeMoneyRetir...

We'll explore the changes in YOUR retirement that the new Secure Act 2.0 law, signed in late Dec 2022, will make. Do you know the new RMD ages? What's the deal with Roths?  How will the 92 changes this new legislation brings affect you? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirem...