Potential Surprises in Retirement and how to Deal with Them
On this week’s show we discuss possible surprises that if you’re not ready for them can wreck your retirement goals. Is your 401K doing all it can for you? We will dive in. We go into real numbers and what they mean, CPI, inflation, all coming up on today’s show. If you have any questions regardin…
Plan Well Gain Peace of Mind
On this week’s show we discuss the current state of the economy and what it could mean for retirement. What are we most afraid of as we head toward retirement? Great question and we will discuss some answers. Every retirement journey will encounter rough patches so it’s important to recognize them …
Proposed Biden Tax plan and What it Means & Identifying Retirement Misconceptions
On this week’s show President Biden's proposed tax plan and what it means. Retirement misconceptions that can be detrimental to planning. We will also discuss the little things that can make a big difference in planning for your golden years. If you have questions about your own planning call Gua…
Retirement Planning Regrets and How to Avoid Them
On this week’s show we talk regret. Could of, should of, or would of is not what you want to be saying about your retirement. We go over some big ones and how you to avoid them. How can you achieve a carefree retirement? We dive in on planning for your retirement success. If you have any question…
Tips to Get you to and Through Retirement
On this edition of the show we tackle tips to help you get to retirement. We will discuss the latest as well as the tried and true. Couples headed to retirement need to be on the same page, but many are not. Managing our retirement savings and stretching our retirement dollars is vital so we have s…
Inflation can Deflate Your Retirement, Plan to Avoid it.
On this week’s show we jump on the dangers of inflation and what it could mean to retirees. We have questions you need to be asking your advisor if you haven’t already. Everybody could make some mistakes when it comes to retirement so we thought we would point out some big boo-boos so you can avoid…
Taxes in Retirement, What’s Taxable, What’s Not, Important Things to Know.
On this week’s show we discuss navigating taxes in retirement. The Roth is one tool that has been around since the late 90’s and we will discuss the benefits. We talk bucket list and the importance of incorporating that list into your overall plan. If you have any questions call Guardian Investme…
No Mulligans/Do-overs in Retirement Planning
On this week’s show we discuss the parallels between the game of golf and retirement planning. We get into life lessons we can learn from planning for our retirement years. If you have any questions call Guardian Investment Advisors 800-517-1575 or click here to visit our website. Retirement, S…
Worst Financial Advice On Social Media, Watch Out
On this week’s program we tackle big old social media and influencers that spout potentially harmful advice when it come to your retirement planning. Planning for retirement will include many pieces to your retirement puzzle and missing even the smallest piece can cause big problems. We will go ove…
Retirement Planning Concerns that Matter
On this week’s show how the higher cost of living we are experiencing will impact you in retirement. We discuss the big three hurdles you will need to clear. The 4% rule that many follow when withdrawing funds in retirement is dated and we will explain why. We will also throw questions out that you…