Linda Gardner

Your Money Your Retirement

Business EN ↓ 100 episodes

If you're planning for retirement, or already there, you may be asking yourself: will my money last as long as I do? Will I be able to travel, relax, and do the things I've been planning for so long? Will I be able to pay for healthcare? What impact will taxes have on my retirement accounts? And then there's the market: how do I begin to decide where or how to invest? Tune in every weekend for help answering these questions and many more!

Author

Linda Gardner

Episodes

6/22/24 Midyear check up, Retirement Construction Zone, Sorting Out the Junk Drawer, Tracking Multiple Accounts, How Do I Prepare 21.06.2024 53:56

6/15/24 Summer Travel 2024, Preserving Your Retirement from Taxes and Roth Conversion or IRA-to-IUL 14.06.2024 53:56

6/8/24 Retirement Checklist, The Right Time to Take Social Security, Long Term Care Costs and Medicare Coverage 07.06.2024 53:56

6/1/24 Protect Your Personal Identity, Retirement Perfect Storm, What's a Better Investment, FSA vs HSA, CD Ladders, Multiple IRA Accounts 31.05.2024 50:27

5/25/24 What's Your Retirement Number with Zach Roberts, Expeditions Into Retirement, Roth TSP, Social Security & Roth Contributions, How Will Higher Taxes Affect Your Retirement 24.05.2024 51:07

5/18/24 Sandwich Generation, Retirement Regrets, Making Your Retirement Income Last Longer with Zach Roberts, Retirement Budget, IRA Beneficiary, Life Insurance 17.05.2024 51:07

5/11/24 Mother's Day Weekend, Women's Retirement Planning, Early Retirement with Joel Cavaliere CFP TM, Tax-Deferred Vehicles, LTC and Inflation Rate, Working in Retirement, Income Plan in Retirement 10.05.2024 51:11

5/4/24 Becky Ruby Swansburg, Leaving Your Family with a Tax Bill, Prevent Losing Money When You Die, Social Security Spousal Benefits 03.05.2024 51:09

4/27/24 Rising Taxes with Joel Cavaliere CFP TM, 10 Tips to Empower Women, Worried About the Market, and Taking Social Security After FRA 26.04.2024 50:25

4/20/24 Roth Conversions, Tax Planning with Zach Roberts, HSA vs. FSA, Primary Home Tax Break 19.04.2024 50:01

4/13/24 Fraud, Social Security, Market Volatility with Joel Cavaliere CFP TM, Survivor's Benefits, Roth IRA, Pension Payout, 529 Plan 12.04.2024 51:06

4/6/24 New BHC Team Member, Retirement Planning Amidst Political Change with Zach Roberts, When to Take Social Security, Contribution Limits, Should You Pay Off Your Home, Investing Before Retirement Age 05.04.2024 50:14

3/23/24 Retiring Early, Tax Day, Will Your Money Last with Zach Roberts, Long Term Investments, Making Informed Decisions Together, When to Retire and When to Take Social Security 22.03.2024 51:21

3/16/24 Peak 65, Difference between Roth 401(k) and Roth IRA, Sequence of Returns with Joel Cavaliere, Living Trust, Leaving Tax Free Money and Risk Reviews 22.03.2024 50:40

3/9/24 Taxable Income, 4 Steps Often Misunderstood in Retirement Planning with Zach Roberts, Don't Leave a Tax Burden for Family and When to Start Social Security 08.03.2024 50:32

3/2/24 Choosing a Tax Professional, Social Security Tax Torpedo with Zach Roberts, Taxable Income, Surviving Spouse Benefit, Medicare & Long Term Care and RMD Age Requirements 01.03.2024 50:36

2/24/24 Exited to Retire, YMYR Book Chapter, Approach to Retirement with Joel Cavaliere, Claiming Social Security After Your Spouse Dies, Animals & Estate Planning, Benefits of Annuities and CD'sl 23.02.2024 50:04

2/17/24 Questions You Should be Asked, Answers for Senior Care with Juliana Young, IRMAA, Roth Conversions & Contributions, QCD Strategy, Paying for LTC 16.02.2024 50:22

2/10/24 Financial Year, What's Keeping You Up, Dividends, Refinance Annuity, Gift Tax Exclusion, Roth Contributions with Zach Roberts 09.02.2024 50:31

2/3/24 Financial New Year, Taxes, Pensions, Joint Living Trusts, Medicare, Roth Conversion Inside TSP and Moving a 401k to an IRA 02.02.2024 50:46

1/27/24 Questions About Retirement, Savers Dilemma, Estate Planning with Joel Cavaliere, QCD's, Inherited IRA, Self Directed IRA and Dropping Life Insurance 26.01.2024 50:04

1/20/24 Best Age to Retire, Cracking the Nest Egg with Zach Roberts, LTC Options, When One Spouse isn't Interested and Capital Gains Residential Exclusion 19.01.2024 49:47

1/13/24 Unexpected Layoff, Myths About Retirement with Joel Cavaliere, What if You Contribute More Than You're Eligible to Your Roth IRA, Working and Social Security 12.01.2024 50:00

1/6/24 What to Consider Before Retiring, Sportscaster Mark Macintosh, Should I Pay Off my Mortgage, Stock in my IRA, Converting from IRA to a Roth 08.01.2024 52:27