Your Money Your Retirement

If you’re planning for retirement, or already there, you may be asking yourself: will my money last as long as I do? Will I be able to travel, relax, and do the things I've been planning for so long? Will I be able to pay for healthcare? What impact will taxes have on my retirement accounts? And then there's the market: how do I begin to decide where or how to invest? Tune in every weekend for help answering these questions and many more!

6/15/24 Summer Travel 2024, Preserving Your Retirement from Taxes and Roth Conversion or IRA-to-IUL 06/14/2024

6/8/24 Retirement Checklist, The Right Time to Take Social Security, Long Term Care Costs and Medicare Coverage 06/07/2024

6/1/24 Protect Your Personal Identity, Retirement Perfect Storm, What's a Better Investment, FSA vs HSA, CD Ladders, Multiple IRA Accounts 05/31/2024

5/25/24 What's Your Retirement Number with Zach Roberts, Expeditions Into Retirement, Roth TSP, Social Security & Roth Contributions, How Will Higher Taxes Affect Your Retirement 05/24/2024

5/18/24 Sandwich Generation, Retirement Regrets, Making Your Retirement Income Last Longer with Zach Roberts, Retirement Budget, IRA Beneficiary, Life Insurance 05/17/2024

5/11/24 Mother's Day Weekend, Women's Retirement Planning, Early Retirement with Joel Cavaliere CFP TM, Tax-Deferred Vehicles, LTC and Inflation Rate, Working in Retirement, Income Plan in Retirement 05/10/2024

5/4/24 Becky Ruby Swansburg, Leaving Your Family with a Tax Bill, Prevent Losing Money When You Die, Social Security Spousal Benefits 05/03/2024

4/27/24 Rising Taxes with Joel Cavaliere CFP TM, 10 Tips to Empower Women, Worried About the Market, and Taking Social Security After FRA 04/26/2024

4/20/24 Roth Conversions, Tax Planning with Zach Roberts, HSA vs. FSA, Primary Home Tax Break 04/19/2024

4/13/24 Fraud, Social Security, Market Volatility with Joel Cavaliere CFP TM, Survivor's Benefits, Roth IRA, Pension Payout, 529 Plan 04/12/2024

4/6/24 New BHC Team Member, Retirement Planning Amidst Political Change with Zach Roberts, When to Take Social Security, Contribution Limits, Should You Pay Off Your Home, Investing Before Retirement Age 04/05/2024

3/23/24 Retiring Early, Tax Day, Will Your Money Last with Zach Roberts, Long Term Investments, Making Informed Decisions Together, When to Retire and When to Take Social Security 03/22/2024

3/16/24 Peak 65, Difference between Roth 401(k) and Roth IRA, Sequence of Returns with Joel Cavaliere, Living Trust, Leaving Tax Free Money and Risk Reviews 03/22/2024

3/9/24 Taxable Income, 4 Steps Often Misunderstood in Retirement Planning with Zach Roberts, Don't Leave a Tax Burden for Family and When to Start Social Security 03/08/2024

3/2/24 Choosing a Tax Professional, Social Security Tax Torpedo with Zach Roberts, Taxable Income, Surviving Spouse Benefit, Medicare & Long Term Care and RMD Age Requirements 03/01/2024

2/24/24 Exited to Retire, YMYR Book Chapter, Approach to Retirement with Joel Cavaliere, Claiming Social Security After Your Spouse Dies, Animals & Estate Planning, Benefits of Annuities and CD'sl 02/23/2024

2/17/24 Questions You Should be Asked, Answers for Senior Care with Juliana Young, IRMAA, Roth Conversions & Contributions, QCD Strategy, Paying for LTC 02/16/2024

2/10/24 Financial Year, What's Keeping You Up, Dividends, Refinance Annuity, Gift Tax Exclusion, Roth Contributions with Zach Roberts 02/09/2024

2/3/24 Financial New Year, Taxes, Pensions, Joint Living Trusts, Medicare, Roth Conversion Inside TSP and Moving a 401k to an IRA 02/02/2024

1/27/24 Questions About Retirement, Savers Dilemma, Estate Planning with Joel Cavaliere, QCD's, Inherited IRA, Self Directed IRA and Dropping Life Insurance 01/26/2024

1/27/24 Questions About Retirement, Savers Dilemma, Estate Planning with Joel Cavaliere, QCD's, Inherited IRA, Self Directed IRA and Dropping Life Insurance 01/26/2024

1/20/24 Best Age to Retire, Cracking the Nest Egg with Zach Roberts, LTC Options, When One Spouse isn't Interested and Capital Gains Residential Exclusion 01/19/2024

1/13/24 Unexpected Layoff, Myths About Retirement with Joel Cavaliere, What if You Contribute More Than You're Eligible to Your Roth IRA, Working and Social Security 01/12/2024

1/6/24 What to Consider Before Retiring, Sportscaster Mark Macintosh, Should I Pay Off my Mortgage, Stock in my IRA, Converting from IRA to a Roth 01/08/2024

1/6/24 What to Consider Before Retiring, Sportscaster Mark Macintosh, Should I Pay Off my Mortgage, Stock in my IRA, Converting from IRA to a Roth 01/08/2024

12/30/23 Retirement Risk with Joel Cavaliere, Precious Metals, RMD's & Roth Conversions and I bonds with Zach Roberts 12/29/2023

12/23/23 Donating Time, Bayaud Enterprises and Gift Tax 12/22/2023

12/16/23 Is It Possible to Save To Much, Freedom Service Dogs 12/15/2023

12/9/23 Semi-Retiring and Food Bank of the Rockies 12/07/2023

12/2/23 Borrowing From Your Future, Reading Partners 12/01/2023