Podcasts about retirement planner

How Much Do I Need Saved For 5k Monthly Retirement Income?!?**Schedule your free virtual consultation

Your 401(k) may be your biggest retirement asset. What are your options on how best to use it? Like this episode? Hit that Follow button and never miss an episode!

You are invited to submit your questions about investing and retirement with our web site Askgregradio.com. This week we handle a question about your 401(k) and other tax deferred accounts. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Retirement Income From $500k: How Much Can You Really Get Each Month?**Schedule your free virtual consultation

Hertz is using AI to find tiny dings in rental cars to charge more. What are the dings in your retirement accounts that are costing you money? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

There are some ideas that look good on paper, but don’t turn out that way in real life. There are plenty of financial products that fit that bill and you should know about them. Like this episode? Hit that Follow button and never miss an episode!

On this episode: A thought that might change your whole attitude about retirement. Fees, taxes, and overlapping. A few things to watch out for in your 401(k). Putting your retirement in jeopardy because you want to help your kids. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

On this episode: Sometimes the marketing is better than the product. Leaving your IRA in cash after a rollover. Should I use MY plan or Uncle Sam’s plan for my RMDs? Like this episode? Hit that Follow button and never miss an episode!

Is your emergency account considered safe money? How does your pension fit in? One retiree is confused about the messages the financial industry is sending. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

I'm 61 with 150k Saved For Retirement, When Can I Retire?!?**Schedule your free virtual consultation

On this episode: A retirement lesson from Oreos. How advisors and clients differ on the market risk discussion. Does your advisor do estate planning, or does he/she just pass out business cards? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

There are rules we should follow in life. There are rules we might want to break in retirement. We found one with your 401(k)s and IRAs. Like this episode? Hit that Follow button and never miss an episode!

On this episode: Unspent money = unrealized memories. Most of us go right along with Uncle Sam’s plan for your IRA. Why? What to do with your biggest retirement asset. Like this episode? Hit that Follow button and never miss an episode!

The Hidden Retirement Cost Nobody Warns You About: IRMAA Exposed**Schedule your free virtual consultation

Switching the deed on your home to your kids may seem like a good idea, but it can lead to problems. We break them down. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

The new Dodgers phenom has structured his pay using deferral. Can you do the same in retirement? Like this episode? Hit that Follow button and never miss an episode!

On this episode: How much should we listen to the market predictors? The pros and cons of your 401(k) choices in retirement. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

On this episode: Retiring into a down market. Are you ready? Uncle Sam says you have to take IRA money at 73. What are your options? Like this episode? Hit that Follow button and never miss an episode!

When you turn 73, Uncle Sam says you have to start taking money out of your 401(k) and IRAs. But what if you don’t need it to live? Does it become a big tax headache? Greg breaks down how the RMD options. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

How Much Monthly Income Can $250,000 Really Provide in Retirement? **Schedule your free virtual consultation

On this episode: We have a list to button up your estate planning concerns. Your RMD may be nothing to fear. The magic of deferral. Retirement investors have a different view of this stock market. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Your 401(k) is going to take some thought and effort in retirement. Do you rollover to a personal IRA? What is an RMD and what do you need to know? Am I headed for a tax problem? Let’s get you the answers. Like this episode? Hit that Follow button and never miss an episode!

On this episode: Want to know how much to save? Look at how people spend in retirement. One long retirement rule says if you only spend 4% of your retirement money per year, you’ll never run out. Is it true? People will many times leave their financial advisor when THIS happens. Like this episode? Hit that Follow button and never miss an episode!

Retiring at 55 with $2.6 Million — How Much Can You REALLY Spend**Schedule your free virtual consultation

New rules about the 401(k) catch-up provision means you could lose some of your 401(k) options. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

The tech stocks have been holding up the stock market and perhaps your retirement accounts. We found another category that may be holding you back. Like this episode? Hit that Follow button and never miss an episode!

A smart rabbit has three holes. It’s good to have options when trouble strikes. Do you have the same strategy in place for your retirement money? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

On this episode: Should you tinker with your risk profile as the headlines change? There are two new ideas on saving Social Security. Will they work? Like this episode? Hit that Follow button and never miss an episode!

Retire at 65: How Much Money Do You REALLY Need?

Annuities used to be the work of the devil, today they are a viable income source. 401(k)s were the savior when we lost pensions, today they are full of problems. What changed? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

There are all sorts of headlines telling us we need to have 1.8 million dollars to retire. That is turning out not to be true. Like this episode? Hit that Follow button and never miss an episode!

On this episode: You could lose over $11 thousand in next years 401(k) changes. For years they hated annuities and loved the 401(k). Now the headlines have flipped. Why? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

On this episode: 70% of retirees say retirement is better than they thought…and very few of these people have over a million dollars. The laws on 401(k)s are changing next year. Like this episode? Hit that Follow button and never miss an episode!

Inflation is now number 2 on the list of concerns for retirees. Should it be? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

How Can I Retire at 60 with $200,000 Saved For Retirement?!?**Schedule your free virtual consultation

On this episode: This isn’t our first Government shutdown. What does history tell us? Financial Advisors may be making a change on how they get paid. You have a lot of options on how to use your 401(k). How do you decide? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

We found someone who works on his investments 5 hours every day. Is that the kind of retirement you want? What are the pros and cons of being a retirement DIYer? Like this episode? Hit that Follow button and never miss an episode!

Andy chats with fellow retirement planner Allen Mueller, CFA, CFP® from 7 Saturdays Financial. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement planning and much more!Links in this episode:Allen's advisory company website - 7 Saturdays FinancialAllen's blog - hereAllen's LinkedIn Profile - https://www.linkedin.com/in/allenrmueller/To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Can I Retire Comfortably at 61 with Just $375K**Schedule your free virtual consultation

Think $500K Is Enough to Retire? Watch This!**Schedule your free virtual consultation

$200K Saved at 46 & 43: When Can You Retire?**Schedule your free virtual consultation

Private equity, IPOs, Bit Coin, and more non-traditional investments may appear in your 401(k) soon. Should you be interested? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

On this episode: Is the fear of running out of money a farce? How much could advisor and investment fees cost you over your retirement? What are we talking about in our year end meetings? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

How Much Income Will $4.5 Million Give You in Retirement?How Much Income Will $4.5 Million Give You in Retirement?**Schedule your free virtual consultation

Retire on Dividends: Is It Really Possible?**Schedule your free virtual consultation

How Long Will $1 Million Last in Retirement?**Schedule your free virtual consultation

We were shocked when we found out that AOL was still around. We are even more surprised to find out that some financial advisors are still using these outdated ideas. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Retire at 55 with these 2 Retirement StrategiesRetire at 55 with these 2 Retirement Strategies**Schedule your free virtual consultation

How Can I Retire with 100k Saved For Retirement?**Schedule your free virtual consultation

61 with $375K Saved: When Can They Retire?**Schedule your free virtual consultation