Podcast

Turning 70 opens a retirement planning window that may be worth a closer look. Steve Standley discusses the years leading up to required minimum distributions and how Roth conversions, qualified charitable distributions, Medicare premiums, and taxes can factor into retirement decisions. He also explores planning for a surviving spouse, long-term care considerations, and why reviewing these areas before RMDs begin could help retirees make more informed choices about the years ahead.

Ready for your Retirement Paycheck? Connect with Steve today.

Turning 70 opens a retirement planning window that may be worth a closer look. Steve Standley discusses the years leading up to required minimum distributions and how Roth conversions, qualified charitable distributions, Medicare premiums, and taxes can factor into retirement decisions. He also explores planning for a surviving spouse, long-term care considerations, and why reviewing these areas before RMDs begin could help retirees make more informed choices about the years ahead.
Ready for your Retirement Paycheck? Connect with Steve&nbsp;<a href="https://calendly.com/standley-financial-group">today</a>.

Tune in each week as Steve Standley from Standley Financial Group brings you clear, practical retirement planning tips and advice on demand! With more than 25 years of industry experience, Steve helps you make sense of retirement income planning, insurance options, Social Security optimization, tax-efficient strategies, and more – anytime, anywhere. Whether you’re nearing retirement, already enjoying it, or just starting to plan, “The Retirement Paycheck Show” offers helpful tips and real-world insights to help you make the most of your hard-earned assets and enjoy the retirement you deserve!

Tune in each week as Steve Standley from Standley Financial Group brings you clear, practical retirement planning tips and advice on demand! With more than 25 years of industry experience, Steve helps you make sense of retirement income planning, insurance options, Social Security optimization, tax-efficient strategies, and more &ndash; anytime, anywhere. Whether you&rsquo;re nearing retirement, already enjoying it, or just starting to plan, &ldquo;The Retirement Paycheck Show&rdquo; offers helpful tips and real-world insights to help you make the most of your hard-earned assets and enjoy the retirement you deserve!

The Retirement Paycheck Show

Turning 70 Brings a New Financial Playbook

A strong retirement balance can still face financial pressures that are easy to underestimate. Steve Standley discusses the decision to scale back retirement contributions and the potential impact of inflation, health care, long-term care costs, and market volatility. He also explores why planning for expenses beyond everyday retirement needs matters and how fixed index annuities may fit into a broader conversation about managing market risk.

Ready for your Retirement Paycheck? Connect with Steve today.

A strong retirement balance can still face financial pressures that are easy to underestimate. Steve Standley discusses the decision to scale back retirement contributions and the potential impact of inflation, health care, long-term care costs, and market volatility. He also explores why planning for expenses beyond everyday retirement needs matters and how fixed index annuities may fit into a broader conversation about managing market risk.
Ready for your Retirement Paycheck? Connect with Steve <a href="https://calendly.com/standley-financial-group">today</a>.

When a Healthy Nest Egg Meets the Cost of Retirement

What if the biggest retirement question isn’t how much you’ve saved, but how you’ll turn those savings into a paycheck? In this episode, Steve Standley breaks down the myths and realities surrounding annuities, explaining why different types serve different purposes and why retirement income planning should be personalized. He also discusses longevity risk, Social Security timing, creating dependable income streams, and the importance of matching financial tools to specific retirement goals. Learn why retirement planning shifts from accumulation to distribution and how understanding your income needs may be just as important as building your nest egg.

Ready for your Retirement Paycheck? Connect with Steve today.

What if the biggest retirement question isn&rsquo;t how much you&rsquo;ve saved, but how you&rsquo;ll turn those savings into a paycheck? In this episode, Steve Standley breaks down the myths and realities surrounding annuities, explaining why different types serve different purposes and why retirement income planning should be personalized. He also discusses longevity risk, Social Security timing, creating dependable income streams, and the importance of matching financial tools to specific retirement goals. Learn why retirement planning shifts from accumulation to distribution and how understanding your income needs may be just as important as building your nest egg.
Ready for your Retirement Paycheck? Connect with Steve&nbsp;<a href="https://calendly.com/standley-financial-group">today</a>.

Are You Planning for Retirement Income or Just Building a Bigger Nest Egg?

What happens if the retirement income you're counting on suddenly changes? In this episode, Steve Standley examines the ongoing concerns surrounding Social Security funding and why retirees may want to avoid relying too heavily on a single source of income. He discusses the importance of building multiple income streams, accounting for inflation, planning for the loss of a spouse, and preparing for market uncertainty. Steve also explains the concept of "reliability of income" and how retirees can evaluate different assets as part of a broader retirement income strategy.

Ready for your Retirement Paycheck? Connect with Steve today.

What happens if the retirement income you're counting on suddenly changes? In this episode, Steve Standley examines the ongoing concerns surrounding Social Security funding and why retirees may want to avoid relying too heavily on a single source of income. He discusses the importance of building multiple income streams, accounting for inflation, planning for the loss of a spouse, and preparing for market uncertainty. Steve also explains the concept of "reliability of income" and how retirees can evaluate different assets as part of a broader retirement income strategy.
Ready for your Retirement Paycheck? Connect with Steve <a href="https://calendly.com/standley-financial-group">today</a>.

Turning 70 Brings a New Financial Playbook

In 1 playlist(s)

The Retirement Paycheck Show

Social links

Follow podcast

Recent clips