Jun 30, 2022
If current conditions of the stock market being down and your retirement investment accounts falling in value have you concerned, worried or even scared about your future, you’re not alone. Today’s episode is just for you.
What we discuss in this episode:
3:48 – Stock market down
4:58 – Emotions
5:58 –...
Jun 23, 2022
Can you still retire in a down market? With the stock market down and inflation up, that question is on a lot of minds. We’re going to talk about the factors involved in making this decision and how we help people like you determine the answer to this question.
What we discuss in this episode:
3:10 – Business...
Jun 16, 2022
Today we’re diving into the mailbag to answer questions from listeners just like you. We’re taking questions about retiring prior to the age of qualifying for Medicare, gifting to your kids and grandkids, having multiple IRAs and long-term care.
What we discuss in this episode:
2:08 – Article: Planning to...
Jun 9, 2022
Are you nervous about shifting from saving money to spending it in retirement? If so, you’re not alone. Today we're sharing five things you need to know about decumulation, or the spending phase of your life.
What we discuss in this episode:
1:58 – Good review on podcast
4:44 – Lack of support
9:18 – Fear of...
Jun 2, 2022
We’re all guilty of procrastinating from time to time. But today we’ll share some financial matters you want to be on top of and others you can take your time with. From taxes to debt, find out what you need to know about these money tasks.
What we discuss in this episode:
5:28 – Deferring taxes
11:22 –...