Retirement Boss Radio

No retirement plan is truly complete without this. What is it? We'll tell you, coming up.

The biggest retirement planning concerns and how to worry less about your plan.

Retirement planning comes in all shapes and sizes. Coming up, we'll talk about why the custom approach is so critical. 

The passage of Secure Act 2.0 made some significant changes to retirement saving in America. On today's show, we will discuss what changed and how will it affect you. 

There are a variety of reasons folks hesitate to speak with a professional financial advisor about their financial situation. Today, we're going to dive into some of the common concerns, misconceptions and myths preventing folks from creating that financial plan with a retirement coach.

On today's show, we have a retirement preparedness checklist outlining what to do and when to do it. So, if you're within that financial redzone and preparing to retire, stay tuned!

A recent Quinnipiac University poll highlighted some of the biggest personal financial concerns folks have been experiencing. Today we dive into the particulars and share strategies that hopefully can help spare you the stress.

There are several reasons why people may be worried about retirement and why confidence in retirement has dropped to 2008 levels. Workers and retirees alike are feeling the pinch. Today we'll take a look at some of the most mentioned reasons for the lack of confidence and offer some suggestions to help try to keep you on the right track.

Financial literacy month has come and gone. Coming up, I'll take the hot seat for a pop quiz from the advisor about what they have learned.

We've all heard ‘cash is king'. In retirement, it's ‘cash flow' that leads the charge. Today we'll dig into cash flow in retirement and offer some suggestions that could help you maintain your current lifestyle.

If there is one thing that Hollywood knows, it's money. On today's show, we are covering some iconic cinematic examples of what to do, and more importantly, what NOT to do when it comes to your finances. 

Ten reasons why turning 65 doesn't mean you have to retire.

Whether you have been working with a financial advisor or are preparing to sit down with one, there are a few red flags you need to know about.

The recent bank failure, along with wild swings in the market and rising interest rates, have many pre-retirees and retirees running for the hills. Come back down. Today we'll cut through the noise and calm the fears. 

If running out of money in retirement is a concern of yours, you're not alone. According to a recent GoBanking Rates survey, 66% of all Americans are feeling that way. Let's calm the fear and offer you some strategies to help make sure that hopefully doesn't happen. 

In planning for retirement, there are many strategies that can help shape your income. If maintaining your current lifestyle is a goal of yours, stick around. On today's show, we'll outline several ways to find the best retirement income that hopefully will help you achieve your goals.

You're saving for retirement and that's good. As the big day gets closer, the question becomes "where do I stash my retirement savings"? On today's show, we'll cover some ways to save that can make a positive difference in your retirement. 

Saving for retirement is critical. Creating a distribution plan for those hard-earned dollars is equally important. On today's show, we discuss designing a strategy for maximizing your income for retirement.

Retirement distribution strategies can be daunting for many retirees to navigate. However, with professional guidance, these strategies can help eliminate worrying about your retirement savings and help make sure you don't run out of money.

Income for life; it can be accomplished. On today's show, tips to help you make sure you don't run out of money before you run out of life. 

Most people would agree that 2022 was a rough road. The good news is there are five new savings and tax rules that could help boost your retirement savings. We've got the details next.

Tax filing season is heating up. This week, we highlight five ways taxes could potentially take a bite out of your retirement savings. We'll offer some tips to help retirees navigate through tax season.

Coming up today we take a deep dive into the top ten mistakes people make planning for retirement. Natixix (Nuh-tik'-suhs) has just released a survey of advisors to find out what they see as the most common mistakes people make and we'll offer some tips to avoid them. 

In case you missed it, the SECURE Act 2.0 was signed into law amidst the holiday season. Coming up on today's show, we'll cover the impact for retirees of the past, present, and the future. 

There's a growing number of people that are still working in their 70's. If that's you, or if you plan to keep working, we've got four important things to know about working over 70.

From inflation to rising interest rates, it's getting harder and harder to save for retirement. On today's show, we'll outline six major obstacles that could be preventing you from a comfortable retirement and offer some tips to help get you there. 

Several strategies that could help you reduce your taxes in retirement.

Five important questions to ask yourself about inflation and its impact on your retirement plan.

You've been a good saver. Amassed a nice portfolio that should take you all the way through retirement. Today we're going to talk about that first year in retirement. Stuff is going to happen that you didn't expect. We've got five things you might not expect, but really need to prepare for.

One of the toughest things about planning for retirement is to anticipate the unexpected. When we come back, we'll go over some of the unexpected things you should include in your plan. 

For many, 65 was the ‘magic number' for retirement. Today, that's not even full retirement age. On today's show, we'll highlight why it's hard to retire at 65 and offer some tips to help get you to retirement…on your terms.

Most of us will agree that taxes in the U-S will be going up, not down. With that in mind, we've put together a list of retirement income that's not taxable. 

On today's show, we'll discuss some significant changes in retirement planning and how those changes could affect you. 

A recent Kiplinger-ATHENE Poll is shedding light on the latest data regarding the financial concerns of retirees and pre-retirees, in the wake of the recent market volatility, inflation and fears of (a potential) recession. The data seems to point to a glaring concern of what constitutes a secure retirement.

You've been a good saver, socking away money in your 401(k) or IRA for years. You got a tax break every year, too. Now that you're getting close to retirement, it's time to begin to defuse that so called “lump sum time tax bomb”.

There are plenty of questions about retirement planning. Like how much income do I need, or will it really cost 300-thousand dollars in healthcare when I retire. We'll answer some of the most common questions pre-retirees ask advisors on today's show.

The findings of a recent Transamerica survey indicate that the biggest issue that stands between you and a worry-free journey to and through Retirement might be the many variables necessary to factor in the equation. Stick around because these numbers are going to surprise you.

It's expensive to grow older in this day and age, more now than ever before.  For folks who began the process of planning for Retirement early in their career with the help of professionals, they are feeling that they're burning the candle at both ends. We offer some tips to navigate your way to a successful retirement, despite all that's going on.

The Federal Reserve raised rates yet again marking the end of an era and potential ushering in the start of a new deal, but one that could have consequences of epic magnitude. The overall economic condition is that it's in a decline.

The Great Un-retirement is upon us. Amid the news of inflation reaching a four-decade high and the forecasts issuing recession watches and warnings, retirees are returning to the workforce. Or many are trying to make a return to the workforce. We'll dig into this and more on today's show.

Recession fears loom. Some are accepting the inevitable truth of the state of the country's economic strength of the financial crisis and the managing of these concerns to help prevent the perfect storm from wreaking havoc on our economy. 

Highlighting some steps you can take now to try to help you achieve a comfortable retirement. It all starts with a plan. 

The most common financial risks in retirement and solutions to help avoid them. 

Five regrets that many retirees have and ways to avoid adding to your “woulda, coulda, shoulda” list. 

Dealing with change is often difficult. On today's show, we will discuss how planning for retirement has evolved over the past twenty years or so. We've got the top ten changes in getting to that next phase of life called Retirement. 

The closer we get to retirement, the more important it is to avoid these costly mistakes. On today's show, five retirement investment mistakes older seniors should do everything possible to avoid. 

If you let retirement just happen, chances are you won't be very happy for long. Looking back, you'll wish you had planned more, a lot more. On today's show, six things you can do now to help you get where you want to be in Retirement. 

So much for “transitory” inflation. It's here and doesn't seem to be going anywhere, and prices are only going up. On today's show, we've got some ideas for you to fight back against inflation and still retire on time.

Financial literacy is key when it comes to building wealth and retiring comfortably. However, just because a person successfully reaches their retirement years with a solid nest egg, doesn't mean the learning is over. On today's show, the importance of financial education even after your retirement.

One way to maintain your lifestyle in retirement is to make sure your plan evolves with you. On today's show, we'll highlight some steps to take to help get you there.

The U-S Senate is expected to vote soon on what's being called “Secure Act 2.0”. The original Setting Every Community Up for Retirement Act was passed in 2019 and brought many changes to retirement planning. What's in 2.0? Details when we come back.