Retire with Purpose Radio Hour 288 - August 19, 2023

Four financial worries to cross off your list. Answering listener questions on inflation, RMDs, and Social Security. Special guest, Mike Drak, shares six longevity principles that are the foundation to building a long and happy retirement. Job Optional case study illustrating the Retire with Purpose Framework.

Retire with Purpose Radio Hour 287 - August 12, 2023

Bringing your retirement plans and tools together – why to consolidate. How to handle not being aligned with your financial advisor and when to start thinking through the non-financial aspects of retirement. Fitness and strength training over 50 with expert, Dave Durell. What we can learn from the 85-year Harvard study on happiness.

Retire with Purpose Radio Hour 286 - August 5, 2023

The Return on Hassle Spectrum. Answering listener questions on how to shift your mindset from accumulation to decumulation and ways to pinpoint if you have savings falling through the cracks. Special guest, Celia Dodd and her latest book on thriving in retirement. Job Optional case study: personalizing an income plan to let go of what happens in the markets and focus on what matters most.

Retire With Purpose Radio Hour 285 - July 22, 2023

Top of mind thoughts from Casey and Marshal. Answering listener questions on minimizing taxes for your heirs and spousal Social Security benefits. Food and fitness tips after age 50 with special guest, Dr. Christine Rosenbloom. Plus, a case study of a couple who didn’t retire at the same time.

Retire With Purpose Radio Hour 284 - July 15, 2023

Investing for money vs. investing for happiness. Answering listener questions on leveraging QLACs and long-term coverage options. Tax planning with special guest, David McKnight. Job Optional case study: protecting retirement savings amidst the “retirement red zone."

Retire With Purpose Radio Hour 283 - June 24, 2023

False proxies that deceive your finances. Answering listener questions on maximizing tax efficiency, Roth IRA withdrawals and RMDs, and how Social Security earnings and benefits are calculated. Retirement income planning and spending insight with special guest, Dr. Michael Finke. Plus, a case study on the importance of having a fully communicated estate plan for your heirs.

Retire With Purpose Radio Hour 282 - June 3, 2023

What you need to know about taxes when you reach age 65. Answering listener questions on understanding Social Security earnings limits and finding purpose and meaning in your identity in retirement. How to age healthily with special guest, Dr. Dawn Carr. Job Optional case study: navigating longevity and inflation risk in a couple’s retirement strategy.

Retire With Purpose Radio Hour 281 - May 27, 2023

Do U.S. investors underestimate risk? Answering listener questions on overcoming frugality syndrome and doing piecemeal Roth conversions. Social Security advice you won’t want to miss. Plus, a case study of a couple who found security in a personalized income plan.

Retire With Purpose Radio Hour 280 - May 20, 2023

What’s going on with the debt ceiling? LIRPs for tax efficiency and the downside of annuities. The best income planning insights from our podcast guest experts. Job Optional case study of a couple who needed to prioritize asset allocation.

Retire With Purpose Radio Hour 279 - April 29, 2023

Extreme cases in the market and how to plan for them. How to know you’re truly financially independent. A hospice doctor’s advice on financial independence with special guest, Dr. Jordan Grumet. Plus, a case study on the importance of purpose.

Retire With Purpose Radio Hour 278 - April 22, 2023

The concept of safe money. Answering listener questions on year-round tax strategies, the tax impact of RMDs, and the forecast for inflation and interest rates. Special guest, Sarah Stanley-Fallaw shares the habits that lead to being the millionaire next door.

Retire With Purpose Radio Hour 277 - April 15, 2023

9 ways to reduce taxes on Social Security. Have you planned for “black swan” events? Navigating RMDs from your IRA and true luxury goods that come from financial peace of mind. Special guest, David McKnight joins to discuss all things taxes.