Retirement Playbook

During this episode, we'll consider if those who wanted to retire in 2025 may need to reconsider, and we'll also touch on how those running behind on retirement savings can still catch up.

During this episode, we're going to discuss eight common 401(k) mistakes and why it's important to avoid them.

During this episode, we're going to discuss eight common 401(k) mistakes and why it's important to avoid them.

During this show, we're going to discuss retirement income, how to invest and save for retirement with little money, and four sources of potential retirement income.

During this show, we're going to discuss retirement income, how to invest and save for retirement with little money, and four sources of potential retirement income.

During this episode, we're going to discuss things Medicare covers without out-of-pocket costs as well as Medicare changes that are happening this year.

During this episode, we're going to discuss things Medicare covers without out-of-pocket costs as well as Medicare changes that are happening this year.

During this episode we're going to consider the building blocks of an estate plan as well as common estate planning mistakes.

During this episode we're going to consider the building blocks of an estate plan as well as common estate planning mistakes.

During this episode, we'll highlight some of the most frequently overlooked financial steps.

During this episode, we'll highlight some of the most frequently overlooked financial steps.

During this show, we'll examine retirement steps when you're 10 years, five years, and one year from retirement.

During this show, we'll examine retirement steps when you're 10 years, five years, and one year from retirement.

During this episode, we'll discuss eight signs that could tell you that you're ready to retire as well as traits that lead to more retirement savings.

During this episode, we'll discuss eight signs that could tell you that you're ready to retire as well as traits that lead to more retirement savings.

In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.

In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.

Required Minimum Distributions (RMDs) can be a complex tax planning tool. In this episode, we'll break down what RMDs are, who they apply to, and how to strategically manage them. We'll also discuss other year-end financial and tax strategies to help you maximize your financial goals.

Required Minimum Distributions (RMDs) can be a complex tax planning tool. In this episode, we'll break down what RMDs are, who they apply to, and how to strategically manage them. We'll also discuss other year-end financial and tax strategies to help you maximize your financial goals.

On this show, we're going to discuss items you'll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.

On this show, we're going to discuss items you'll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.

On this show, we'll look at how younger workers feel about retirement, and we'll then discuss retirement prep at different ages.

On this show, we'll look at how younger workers feel about retirement, and we'll then discuss retirement prep at different ages.

During today's show, we'll discuss Medicare's 2025 cost increases and more!

During today's show, we'll discuss Medicare's 2025 cost increases and more!

During this show, we're going to discuss how you can save money on withdrawals from retirement accounts.

During this show, we're going to discuss how you can save money on withdrawals from retirement accounts.

During this program, we're going to discuss what the recent news of a Fed rate cut means for the average American.

During this program, we're going to discuss what the recent news of a Fed rate cut means for the average American.

In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.

In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.

During this show, we'll analyze the concept of un-retirement and what it could mean for your financial strategy.

During this show, we'll analyze the concept of un-retirement and what it could mean for your financial strategy.

During this show, we're going to look at why many Americans may be afraid of retirement and strategies you can use to help avoid that fear.

During this show, we're going to look at why many Americans may be afraid of retirement and strategies you can use to help avoid that fear.

In this episode, we'll dive into the essential financial tasks you need to complete before the end of the year. From tax planning and investment strategies to retirement contributions and charitable giving, we'll provide actionable tips to help you maximize your financial health. Join us to ensure you're on track to meet your financial goals.

In this episode, we'll dive into the essential financial tasks you need to complete before the end of the year. From tax planning and investment strategies to retirement contributions and charitable giving, we'll provide actionable tips to help you maximize your financial health. Join us to ensure you're on track to meet your financial goals.

Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.

Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.

During this show, we'll first consider whether age 95 is still a good target age to build a retirement strategy around before considering some steps to prepare your finances for retirement.

During this show, we'll first consider whether age 95 is still a good target age to build a retirement strategy around before considering some steps to prepare your finances for retirement.

Confused about your retirement savings options? This episode breaks down the pros and cons of rollovers, conversions, and staying put. Learn when each strategy makes sense and how to make informed decisions about your financial future.

Confused about your retirement savings options? This episode breaks down the pros and cons of rollovers, conversions, and staying put. Learn when each strategy makes sense and how to make informed decisions about your financial future.

As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.

As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.

Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worry-free retirement.

Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worry-free retirement.

During this show, we'll look at steps you can take if you want to move your retirement date up. We'll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.

During this show, we'll look at steps you can take if you want to move your retirement date up. We'll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.

During this show, we'll discuss the FIRE, or Financial Independence, Retire Early, technique.

During this show, we'll discuss the FIRE, or Financial Independence, Retire Early, technique.