Getting to Retirement on Your Terms

On this week’s show we discuss getting to retirement on your terms. We have tips that will help you as you close in on retirement. Be on the lookout for these costly mistakes as you plan for retirement. We will talk about how to avoid big errors in your planning. If you have any questions about yo…

Inflation is High, Taxes Headed North, It’s Important To Plan for The “What ifs”

On this week’s edition how to navigate inflation that is currently at a 40 year high. Taxes are going up. It’s not a question of “if”, but “when”. Retirement income that’s not taxable will be discussed get ready to take notes. We all have an idea of the lifestyle we want in retirement, and having a…

Significant Changes In Retirement Planning and How it Affects You

On this week’s program Secure Act 2.0 takes center stage. What this will mean for retirement planning and what you should be aware of moving forward. We will discuss proven practices that can help you save more as you head towards retirement. Once in retirement the planning doesn’t stop. Planning h…

Five Retirement Risks You Need to Avoid

A recent Fidelity Investments survey showed 71% of Americans are concerned about the impact of inflation and a volatile market could have on reaching their retirement goals. Today we’ll outline five retirement related risks to avoid in 2022.  Can you have too much money in retirement? Probably not…

Retirement Questions that Advisors handle on a Daily Basis

On this week’s show we answer questions that advisors get every single day when it come to retirement. Long Term Care could be in the cards for some retirees. We will discuss alternatives to long term care insurance that you should be aware of as you plan for retirement. Breaking bad habits can be …

Inflation, Market Volatility, and Recession Swirling, Make Sure Your Retirement Plan is Ready.

On this week’s edition we discuss what retirees are most concerned about in this current economic environment. What are retirees and pre retirees stoking their nest eggs with as they head to their golden years? We will also debunk myths about annuities and you might just find that the right annuit…

Fed Raising Interest Rates, The Economic Condition in Decline, How Will Retirement will be Impacted?

Second Consecutive quarter of decline equals a recession. On today’s show we discuss what this means for retirement planning. Planning for retirement for couples that have a significant age difference will be bantered about. If you are in this scenario with your spouse listen up. Also on this editi…

Current Economic Environment has Some Returning to work, Welcome to the Great Un-retirement.

Retirees are returning to the workforce and it’s being called “The Great Un-resignation”. On this episode we will discuss how to alleviate the current fear concerning the lagging economy. Tips to keep your finances in shape to and through retirement. Also on today’s show, in times like these don’t …

Recession Rearing its Ugly Head, Is your Retirement Plan Ready?

On this week’s program, Inflation is high, interest rates moving north, and the talk is, a recession is upon us. Has inflation peaked? How can you weather the storm as you move toward retirement? Questions asked and answered coming up. When markets are volatile there things you need to be doing as …

Steps to Take Now to Achieve a Comfortable Retirement

On today’s show we will talk about the pillars needed for a comfortable retirement. Inflation is a silent killer when planning for retirement. We discuss what inflation will mean to your planning process. We never want to sabotage our own retirement. We will go over a number of signs that you may b…