Average returns and how they work. Answering listener questions on HSAs while you’re on Medicare and how to best claim your Social Security benefits. Tax planning focus with special guest, David McKnight. Case study of how we helped a couple maximize their Social Security and pension benefits while minimizing their taxes.
Special guest, Howard Bailey advisor Reid Braun and a retirement plan currently being implemented for a couple he’s working with. Long-term care expenses and how to pay for them. Answering listener questions on long-term care expenses and dividend investing. Navigating loss and tools for processing grief with highlights from podcast guest, Krista St-Germain. Case study of a couple stepping into retirement who needed to maintain their investment returns but didn’t want to take as much risk.
2023 stock market results and 2024 predictions. Answering listener questions on different types of income strategies, the right balance of stocks and bonds in retirement, and if gold belongs in your retirement portfolio. How to create an intentional estate plan with special guest, David York. Income planning case study - one couple’s retirement planning journey.
Creating a customized income strategy with a family who had lots of retirement accounts but no actual plan. Answering listener questions on how to leverage tax-loss harvesting and balancing saving in tax-deferred vs. tax-free accounts. Exploring the power of place in retirement and retirement living with previous podcast experts. Case study about a couple’s retirement income plan and if it was sustainable for their lifestyle.
Is it time for a second opinion? Answering listener questions on to know if your retirement income strategy is sustainable for the long term and Social Security spousal benefits and strategies. Exploring the power of purpose in your life and retirement with three purpose experts. Case study on how long-term care planning benefited a couple without draining them financially.
Security is an illusion when you're investing. Answering listener questions on how to calculate your Social Security benefits and understanding the pros and cons of annuities. Special guest, Nancy Schlossberg shares tips to navigate aging positively. Estate planning case study illustrates how a lack of estate planning caused someone to lose half of their retirement income.
How safe is an 8% withdrawal rate? How to budget for retiree healthcare costs, and answering the question: could your taxes be lower or higher in retirement? Exploring the 4 phases of retirement with special guest, author Riley Moynes. A case study on helping a couple realize that their retirement savings were at risk of a major loss.
Investment risk is not an accident. Answering listener questions on how to know if your advisor is legally required to put your interests first and understanding the difference in Medicare coverage. What it means to live your legacy today with special guest, John Anderson. A tax strategy case study that saved a couple thousands of dollars in taxes in retirement.
What to do with your 401(k) when you retire. Answering listener questions on CDs vs. stocks in your retirement strategy and how relocating in retirement can impact your Social Security benefits. What it means to create a perfect portfolio with special guest, Steve Foerster. Job Optional case study: designing an income strategy that allowed a couple the flexibility to retire at any time.
You probably need less money than you think for retirement. Answering listener questions on gold, Social Security strategy, and the future of taxation. The purpose-driven bucket list with special guest, Jet Vertz. Job Optional case study of a couple who wanted to retire early and relocate to Florida.