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.
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.
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.
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.
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."
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.
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.
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.
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.
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.
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.
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.