Podcasts about retirement rescue toolkit

Social Security benefits can be a valuable source of income when you reach retirement but deciding when to file can be difficult to determine. Should you start receiving your check at age 62 or hold out for a larger sum at age 70? We consider all of these factors and explain what you need to know on this episode. Read more on this topic and see the show notes here.  Click the link to receive your Retirement Rescue Toolkit: https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Here's a full rundown for this episode:  1:53 – Introducing today’s topic: Social Security and what you need to know 3:00 – The questions everyone asks, ‘When should you file?’ Here’s what you should consider. 4:36 – The system rewards you for waiting, but at what age is your break even point? 5:53 – Every situation is different but you need to figure out your sources for income. 7:18 – Why it’s important to get a Social Security timing analysis. 8:24 – Another factor to consider if you plan on relying heavily on savings. 9:08 – Quick of review of when you should file and things you should be considering.

"There are no stupid questions, just the stupid people who ask them." That famous quote speaks to the heart of this edition of the podcast. Join us as we seek to educate you about the financial world and answer five of the most popular financial questions we receive on a regular basis. Don't worry, these are actually pretty complex questions. Click the link to receive your Retirement Rescue Toolkit: https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/stupid-questions/

The Bern is back, and it seems the self-avowed Socialist movement is on the rise. Join us as we unpack why managed economies simply won't ever work. Click the link to receive your Retirement Rescue Toolkit: https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/the-bern-is-back/

Nobody likes to think about dying, but death is an inevitable reality. Discover what you need to do to make sure you loved ones are cared for when you die. Click the link to receive your Retirement Rescue Toolkit: https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-146-dealing-with-death/

You probably have several reasons for choosing one advisor over another, but are they the right reasons? Discover why you should hire a particular advisor. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-145-the-right-reasons-to-hire-a-financial-advisor/

Don't let disappointment get in the way of your investing strategy. Dan shares with us how to stay the course amidst economic and political upheaval. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-144-disappointment/

Face it. Your portfolio stinks. It’s probably not invested as well as you think, but don’t worry, we’ve got a solution for you. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-143-your-portfolio-stinks/

Budgets are tricky. If you struggle with managing your own, we’ve got a process to help you save and become aware of your spending habits. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-142-budgets-for-people-who-hate-budgets/

Debt can be your worst nightmare. However, with the proper knowledge, consideration, and caution, it can also be a valuable tool. Dan explains. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-141-in-defense-of-debt/

Getting old can be tough. As you enter retirement, there are all sorts of difficulties you may face. Dan will help you plan a worry-free retirement. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-140-getting-old-stinks/

Boring is beautiful. On this edition of the podcast, we'll explain why a boring portfolio brings stability in retirement. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-139-boring-is-beautiful/

If your kids are living in your house, this one's for you. Learn why allowing your kids to live at home after college does way more harm than good. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-138-get-out-of-my-house/  

Car buying is an art. Become a savvy shopper, and make wise decisions on your next trip to the dealership. Learn about buying versus leasing. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-137-dude-wheres-my-car/  

There are many reasons and methods for leaving your house for your kids after you pass away. Let's go over what to do and what not to do in order to make the process as smooth as possible. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-136-how-to-leave-your-home/

You probably did a double-take reading that podcast title. Let us explain. There's a specific type of brain damage that eliminates someone's ability to feel fear. Surprisingly, this disability has some interesting effects when it comes to that person's investing behaviors. Dan will dive into the details of what we're talking about. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post:https://matsonandcuprill.com/ep-135-benefits-brain-damage/

In the spirit of the Winter Olympics, learn how financial planning could be similar to your favorite event, such as cross-country skiing, bobsledding, and more.   Click here for the "Retirement Rescue Toolkit"

We get a lot of listener questions here on the Plan With Dan podcast. So much so that we like to answer a few of them every once in a while. In this mailbag edition of the podcast, Dan answers questions about longevity planning, lump sum planning, and more.   Click here for the "Retirement Rescue Toolkit".

Psychologists have determined that retirement is the 10th most stressful event that you can experience in life. The events on the list that are considered more stressful include things like the death of a spouse, divorce, and going to jail. Let’s look at the ways to proactively deal with stress in retirement.   Click here for the "Retirement Rescue Toolkit".

We'd like to welcome back special guest Deb Oskin. Deb is an Enrolled Agent and ordained minister. We'll discuss her role in helping members of the clergy with tax preparation.   Click here for the "Retirement Rescue Toolkit".   For more information on Deb Oskin's tax services, visit http://www.oskintax.com/    

We are joined by special guest Deb Oskin, an enrolled tax agent and an ordained minister, to unpack the recent changes to the United States' tax code.   For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit   For more information on Deb Oskin's tax services, visit http://www.oskintax.com/    

You’ve probably made some resolutions for 2018. You’ve probably already failed at some of those resolutions. So, maybe take a stab at starting some very attainable financial resolutions.   For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit

The fear we all felt in 2008 is in the rearview mirror. Now the natural response is to be greedy with the recent stock market success we've experienced. How can we reconcile and deal with these different emotions as we try to successfully navigate through the current economic landscape? Dan takes a peek at the collision that takes place betwen our emotions and our financial goals.   For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit

A lot of Americans have 401k accounts. Let’s cover some of the common questions we get from 401k owners. You probably have some of these questions on your mind anyway. Oh, and this advice generally applies if you have a 403b or similar type of account, too.   For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit

In the spirit of the holiday season, let’s pretend that Dan is Santa Claus, and he's filling up the stockings of retirees and pre-retirees with useful financial resources. But you can only fit 6 items into the stocking. Which 6 would you choose?   For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit

Let’s hear about a time when somebody was completely shocked to find out what exactly they were paying in fees inside their portfolio.   For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit

Part 2 of our discussion of the 7 tips for grandparents to consider as they help their grandchildren grow into financially savvy adults.   For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit     Financially Savvy Grandparenting A common question we often get, that’s not even really related to investing, is from retirees wanting to know how they can help pass their financial wisdom on to the next generation. So, let’s touch on six tips for grandparents to consider as they help their grandchildren grow into financially savvy adults.   1 – Don’t underestimate the power of the Roth IRA. Additional years of tax-free growth can be extremely power.   2 – Understand how to help with college savings. Example: 529 plans will count against kids when applying for aid. Think about keeping money in your name instead of your grandkids.   3 – Find creative ways to help kids have an appreciation for saving and investing   4 – Understand that it’s a different world today, from the one you grew up in. Not as realistic for someone to work their way through school these days. Higher demands on students and the college costs are way out of whack. Realize the impact of your help with that phase of life. At the same time, understand that there are values from your generation (work ethic, etc...) that your grandkids would benefit to learn.   5 – Gift money with purpose Don’t just give money to grandkids for the sake of it. Try to earmark it. This $100 is for college. Or this $250 is for your first car. As often as you can, earmark the money because that’s going to encourage them to save it for a longer period of time instead of wasting it within a week. Don’t be afraid to have the discussion about why you’re earmarking the money. It’s a great learning opportunity.   6 – Don’t downplay the importance of money Don’t pretend that money isn’t important. Instill in your grandchildren early on that handling money in a smart and generous way is an important aspect of life. Encourage casual conversations about money to help foster this mentality. Don’t make talking about money taboo.   7 – Understand how kids, especially teenagers, might perceive your complaints about the economy and stock market. If you’re constantly harping on a message of fear, it could negatively impact a child’s view of investing in the market. Be careful of what you say and how you act around the younger generation. They pay attention and not all of your opinions would be beneficial to a teenager’s perspective on investing. And kids learn even more by watching what you do, not just what you say. Make sure your actions back up your words and the proper messages will really sink in.

A common question we often get, that’s not even really related to investing, is from retirees wanting to know how they can help pass their financial wisdom on to the next generation. So, let’s touch on seven tips for grandparents to consider as they help their grandchildren grow into financially savvy adults.   For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit

Occasionally, someone meets with an advisor just in the nick of time. Let’s hear about a time a client was about to make a bad financial mistake, but it was averted because of meeting with Dan Betzel.   For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit

Let's answer your questions about end-of-year tax planning, how to handle assets before entrance into an nursing home and what to do if you hate all the financial advisors you've ever met.   For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit

You haven’t gotten where you are in life by being lazy. If you have had children, you probably frequently told them not be a lazybones (or worse). You should do the same thing to your money. Get it off the couch. Lazy money or “couch potato dollars” can endanger your portfolio. Let’s talk about why that is. For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit

When it comes to retirement planning, there can be several elephants in the room. Let’s discuss how a great retirement plan makes sure to address each of these elephants. And don’t let them catch you not paying attention. You know an elephant never forgets. For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit  

It can be fun to reflect on the glory days of your life and the way things used to be. And it’s no different in the financial world; retirement planning used to be a lot easier than it is now. Let’s discuss a few issues that make retirement planning harder in today’s world. For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit

Sometimes people just need a complete overhaul of their financial plan. Other times it’s just a matter of a few tweaks that make all the difference. Let’s look at some of the easy opportunities for improvement we commonly see in the investing world.   For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit