The One About Retirement

Achieve Your Financial Goals in 2020 - Episode 48

Play Episode Listen Later Apr 25, 2020

There's no better time than the new year to adopt some new, positive habits. Can 2020 be the year that you start to achieve your financial goals? Listen in for helpful tips on how to do that.

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Money Management Tips - Episode 47

Play Episode Listen Later Apr 18, 2020

This episode looks at some ways to improve your efficiency and make the most of the time you spend managing your money. Most of us want to be better at managing our money. But it can feel like a time-consuming effort. Budgeting, credit monitoring and more all take time.

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Episode 46 - All About 401(k) Rollovers

Play Episode Listen Later Feb 8, 2020

The financial media is flooded with information about annuities. Some of it may be good to know. Some may not be. How can you filter the perceptions that are rooted in reality from the ones that aren't?

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Episode 45 - Annuities: Perceptions Versus Realities

Play Episode Listen Later Feb 1, 2020

The financial media is flooded with information about annuities. Some of it may be good to know. Some may not be. How can you filter the perceptions that are rooted in reality from the ones that aren't?

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Episode 44 - Feelings and Finances

Play Episode Listen Later Jul 13, 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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Episode 43 - Avoid Phone Scams & What are Tariffs?

Play Episode Listen Later Jul 6, 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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Episode 42 - Is Your Retirement Prepared for a Bear Market

Play Episode Listen Later Jun 22, 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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Episode 41 - The Costs of Financial Procrastination

Play Episode Listen Later Jun 15, 2019

This episode examines some of the biggest dangers of putting off creating a financial strategy for retirement, including budgeting, long-term care and sharing your financial story with your beneficiaries.

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Episode 40 - What if You Never Plan to Retire?

Play Episode Listen Later Jun 8, 2019

In this episode we talk about how to intelligently financially plan even if you don't intend to retire. Not retiring is a choice that some people may be willing to make. However, that doesn't mean they shouldn't be saving for the future. In fact, not saving for the future could be putting your future in doubt.

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Episode 39 - Ways to Maximize your Retirement Investments

Play Episode Listen Later Jun 1, 2019

Discussing some options to maximize your retirement process.

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Episode 38 - Tax Refund Options to Improve Your Finances

Play Episode Listen Later Apr 27, 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 20, 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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Episode 36 - Managing Qualified Money

Play Episode Listen Later Mar 23, 2019

Ultimately, developing a sustainable, reliable, and feasible plan for your retirement may come down to one basic question: how can I make my money last as long as I will? Today we talk about this and how managing your qualified money can help you achieve this goal.

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Episode 35 - All About Annuities

Play Episode Listen Later Mar 16, 2019

Today, we're going to talk about annuities. You've probably heard of them and some of you might be quite familiar with them. However, they can be confusing because they have many different options. So today, we're going to help simplify annuities.

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Episode 34 - 10 Tips to Control Expenses in Retirement

Play Episode Listen Later Mar 9, 2019

Retirement is different for everyone. Some individuals retire just as they expected, others have retirement 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.

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Episode 33 - Spending Less in Retirement

Play Episode Listen Later Mar 2, 2019

Most people are worried about how much money they have in their retirement accounts. However, many people forget to consider how much they'll be SPENDING in retirement. In this episode we're going to talk about your spending in retirement, and, more importantly, SPENDING LESS.