Creating Lifestyles Building Legacies

Mistakes and Questions

Play Episode Listen Later Sep 28, 2019

401(k) plans are one of the most common retirement products. But what are they really? What are some common mistakes to avoid? And what even is a 403(b) and how is it different?! This episode examines the ins and outs of 401(k)s.

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Social Security Changes May Impact Your Monthly Check

Play Episode Listen Later Sep 7, 2019

Changes in Social Security can have a big impact on your personal finances in retirement. How will the most recently announced changes impact your personal economy?

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Tips to Reduce Spending and Avoid Wasteful Spending

Play Episode Listen Later Aug 24, 2019

How can you adjust your spending to save more to meet your financial goals? Are you spending money in a wasteful way? In this show we talk about some helpful tips to help you accomplish that.

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Life Insurance Basics and Options

Play Episode Listen Later Aug 17, 2019

What are some basics of life insurance? Is life insurance something that should be considered as a part of your financial or retirement strategy?

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Examining Retirement Realities

Play Episode Listen Later Aug 10, 2019

This episode looks at some hard retirement facts that are often overlooked. Have you missed or ignored these uncomfortable truths?

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The Seven Deadly Sins of Retirement Planning

Play Episode Listen Later Jul 27, 2019

This episode looks at two different sets of the seven deadly sins of retirement planning. How many are you guilty of? We talk about what they are and how to avoid them.

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Money and Relationships

Play Episode Listen Later Jul 20, 2019

Money and relationships. At times they can feel a bit like oil and water. What steps can you take to avoid chaos and stress when it comes to discussing and managing finances?

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Retirement Communities, Wealth Building & Budget

Play Episode Listen Later Jun 29, 2019

This episode’s three segments focus on questions about preparing to choose and move to a retirement community, simple wealth building moves that you need to know and tips and suggestions for creating a retirement budget.

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Avoid Phone Scams/What are Tariffs?

Play Episode Listen Later Jun 22, 2019

This episode focuses on two topics have recently been in the news Phone Call Scams and Tariffs. Do you know as much as you should about either topic?

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Shocking Retirement Statistics and Mistakes

Play Episode Listen Later Jun 15, 2019

This episodes examines some statistics about retirement that may catch you off guard. We will also examine some retirement mistakes and discuss ways to avoid committing those mistakes in your retirement strategy.

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Feelings and Finances

Play Episode Listen Later Jun 8, 2019

This episode examines the connection between your emotions and your financial life. Looking at tips and options to keep your finances safe from your emotional rollercoaster.

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Is Your Retirement Prepared for a Bear Market

Play Episode Listen Later Jun 1, 2019

Defining what a Bear Market is and addressing the stages and causes. Also, strategies designed to help keep your retirement safe from a bear market.

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Tax Refund Options to Improve Your Finances

Play Episode Listen Later May 4, 2019

Are you receiving a tax refund this year? Do you have plans for those funds? Listen to this podcast to learn some options for your tax refund that can improve your finances.

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Creating a Retirement Plan

Play Episode Listen Later Apr 6, 2019

Pensions are disappearing. What can you do to make sure that you have adequate monthly income in retirement? Listen to this podcast to learn more about retirement preparation

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Ways to Maximize Your Retirement Investments

Play Episode Listen Later Mar 23, 2019

Discussing some options to maximize your retirement process and investments. In this episode we talk about ways to possibly increase your investments so you'll have the income you need in retirement.

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Medicaid vs Long-Term Care Insurance

Play Episode Listen Later Mar 16, 2019

In this show we will examine the differences between Medicaid and long-term care insurance. They are different solutions to different issues you may face. We hope this show will help clear up some of the confusion between the two.

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Financial Challenges for Women in Retirement

Play Episode Listen Later Mar 2, 2019

This episode talks about the financial challenges for women in retirement and options for addressing those challenges.

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Triathlon of Life

Play Episode Listen Later Feb 23, 2019

Looking at the three stages of life and how retirement is its own race, not the finish line.

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Medicaid and Medicare - Things to Know

Play Episode Listen Later Feb 16, 2019

In this episode we talk about the differences between Medicare and Medicaid and talk about what is covered by Medicaid and what you need to know to help plan your healthcare costs in retirement.

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All About Annuities

Play Episode Listen Later Feb 9, 2019

Annuities can be confusing because they have many different options and uses. So today, we’re going to help simplify annuities and give you the pros and the cons.

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What if You Never Plan to Retire?

Play Episode Listen Later Feb 2, 2019

Many workers today believe that they’ll keep working until they’re seventy five or older. In this episode we talk about how to intelligently financially plan even if you don’t intend to retire.

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Procrastination and Retirement

Play Episode Listen Later Jan 26, 2019

It may be time for a procrastination intervention when it comes to your retirement strategy. What do you need to do first?

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Spending Less in Retirement

Play Episode Listen Later Jan 19, 2019

Many people forget to consider how much they’ll be spending in retirement. In this episode we’re going to talk about your retirement spending tips and, more importantly, spending less..

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Retirement Conversations for Couples

Play Episode Listen Later Jan 12, 2019

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

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Rollover Precautions

Play Episode Listen Later Dec 22, 2018

Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.

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Qualified vs. Non-Qualified Money

Play Episode Listen Later Dec 15, 2018

In this episode we’re going to dive into the topic of qualified money versus non-qualified money and the possible tax treatment on both types of accounts.

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What you Should Know about 529 Plans

Play Episode Listen Later Dec 1, 2018

Student load debt is a serious problem for many people, including students, parents and even grand parents. In this show we talk about one possible solution.

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5 Traits of Successful Teams

Play Episode Listen Later Nov 17, 2018

In this episode we talk about what makes teams successful and how you can use those traits to make sure your retirement strategy is set up to succeed and meet your long-term goals.

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Celebrities Legacy Planning Mistakes

Play Episode Listen Later Oct 27, 2018

Not getting around to legacy planning can have long-term ramifications. We are going to look at some celebrities who made legacy planning mistakes that had long-term ramifications for their heirs.

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5 Steps to Prep for a Better Retirement in your Sixties

Play Episode Listen Later Oct 13, 2018

Today we are going to talk about some steps to improve your retirement when you are 60 or older. We will work through each of the five tips and talk about how they can help and apply to you and your retirement plans.

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6 Downsizing Myths to be Aware of in Retirement

Play Episode Listen Later Oct 6, 2018

When it comes to downsizing, there are a lot of options. In this show we discuss strategies and options and how downsizing can help you with your income in retirement.

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Surprising Ways to Boost Your Savings and Retirement Income

Play Episode Listen Later Sep 29, 2018

Listen in to this episode for some great tips on how to help increase your savings and retirement income!

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How to Reset Retirement Plans to Weather a Downturn

Play Episode Listen Later Sep 22, 2018

The next market downturn may be right around the corner and you need to be prepared. Make sure your finances are ready the storm with helpful tips and strategies in today's show.

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The Financial Caddie and You

Play Episode Listen Later Sep 15, 2018

The best golfers rely on their caddies to have a great golf game plan. If you want to have a great financial game plan you need a great financial caddie. We talk about why and what they can offer with a lot of great tips to help you get your finances in order.

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10 Tips to Control Expenses in Retirement

Play Episode Listen Later Sep 8, 2018

Retirement is different for everyone. Some individuals retire just as they expected, others have retirement come earlier than expected through layoffs or a corporate restructuring. No matter how your retirement begins, controlling your expenses during retirement is important for any retiree. Today we talk about 10 tips to help you with this.

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401(k) During a Job Change

Play Episode Listen Later Sep 1, 2018

What do you do with that 401(k) or retirement account when you change jobs. There are options, some better than others. Listen in as we discuss which options might be best for you.

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Do Couples Work Together to Prepare for Retirement?

Play Episode Listen Later Aug 25, 2018

Planning for retirement as a couple can be a unique challenge. In this episode we discuss retirement planning tips and strategies for retirement.

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Ways to Avoid Returning to the Workforce after Retirement

Play Episode Listen Later Aug 18, 2018

You don't want to retire and then be forced to return to work because of your finances. It happens a lot, usually because of a lack of planning. In this show we go over tips to help you make sure this doesn't happen.

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Debt Danger

Play Episode Listen Later Aug 11, 2018

Debt Danger Will Robinson! Don't let debt get you down. You need to avoid and pay down debt going into retirement. In this show we talk about strategies to help you deal with debt.

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Managing the Hidden Costs of Retirement

Play Episode Listen Later Aug 4, 2018

Don't get caught off guard and unprepared by hidden costs in retirement. In this show we discuss many of the financial surprises awaiting you in retirement and how to plan ahead for them.

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Weather the Heat in Retirement

Play Episode Listen Later Jul 28, 2018

In this show we talk about dealing with the heat... the physical heat and the heat that fears of finances and retirement may cause.

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Prepare to Board the Flight

Play Episode Listen Later Jul 14, 2018

You need to be prepared to make it through security and make your flight on time these days. You also need to make sure you're prepared for all of the financial changes you will have to face. In this show we discuss those changes and strategies to help you deal with them.

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Living to Age 100 and Beyond!

Play Episode Listen Later Jun 16, 2018

Living longer is becoming more and more common. That creates a need for a change in the way you plan for retirement. Listen in as we discuss strategies to deal with this.

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Finding your Financial Sherpa

Play Episode Listen Later Jun 9, 2018

What does a Sherpa and mountain climbing have to do with your finances? Listen in and find out!

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Preparing your Retirement Garden

Play Episode Listen Later May 26, 2018

Getting your finances in order and coming up with a plan for retirement can be a lot like gardening. Find out how in this episode!

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Planning Your Legacy

Play Episode Listen Later May 19, 2018

Legacy planning is a must, but what is it and how do you get started? On todays show Rob and Lori give you the information you need to get started with your own financial legacy plan and talk about just how important this is for everyone.

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Are You Financially Literate

Play Episode Listen Later May 5, 2018

What you don't know about your finances could be costing you a lot of money and may cost you your retirement. Listen in as we discuss the problem and the solutions to help get you on track.

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2018 Tax Planning

Play Episode Listen Later Apr 28, 2018

There are a number of tax changes you need to be aware of and many of them could be useful for your retirement savings and plannings. In today's show John talks about how to take advantage of these changes.

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Be Aware, Changes to Social Security and Medicare

Play Episode Listen Later Apr 21, 2018

Your Social Security and Medicare benefits are changing. Listen in to find out how.

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Tax Reform and You

Play Episode Listen Later Mar 24, 2018

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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Schedule Your Retirement Check-Up

Play Episode Listen Later Feb 24, 2018