What Retirement REALLY Looks Like
Money Master Retirement Podcast
What if retirement wasn’t really about stopping work — but about starting life? Today, we’re sharing some powerful real-life stories of families who’ve RECENTLY made the leap into retirement.
info_outline
Rule of 55: Are You Retiring Before You're Ready?
Money Master Retirement Podcast
What if you could get to your retirement savings early — penalty-free — but end up less confident about retiring? Today we’re talking about Rule of 55…and why retiring early just because you can access your money might actually keep you from ever FEELING retired.
info_outline
Stop Obsessing Over the Wrong Risks
Money Master Retirement Podcast
Author Morgan Housel once said: ‘You should obsess over risks that do permanent damage and care little about risks that do temporary harm, but the opposite is more common.’ And he’s right—most investors spend more energy worrying about the noise than the real danger. We'll talk about it on this episode.
info_outline
Should I Pay Off My Mortgage Before Retiring?
Money Master Retirement Podcast
One of the top questions we hear from people right before retirement is: Should I pay off my mortgage? It sounds simple, but the answer is a little more complicated. Today we’re going to break it down.
info_outline
6 Types of Retirement Income — Ranked: Which Ones Build the Most Confidence?
Money Master Retirement Podcast
What if I told you that two people could have the same retirement income…but one lives confidently and the other is constantly worried they’re spending too much? Today we’re ranking six types of retirement income — from the ones that feel stressful to spend…to the ones that create total confidence.
info_outline
What We Wish Everyone Knew Before Their First Meeting With Us
Money Master Retirement Podcast
Most people get a little nervous before their first meeting with a financial advisor. They wonder—what will they ask me? Am I going to get pitched on products? Do I need to have all my paperwork ready? Today, we’re pulling back the curtain on what we wish everyone knew before their first meeting with us.
info_outline
How to Retire in Your 50's (Without Regret)
Money Master Retirement Podcast
More people than ever are asking: Can I retire in my 50s? And maybe the better question is…Can I retire in my 50s without regret? Today we’re talking about what it actually takes to retire early and still feel confident about the life ahead.
info_outline
Why Financial Headlines Keep You Anxious (and Broke)
Money Master Retirement Podcast
You’ve probably seen the headlines: ‘Crash coming,’ ‘Recession inevitable,’ or ‘Buffett moves to cash.’ And it raises the question: are these headlines really helping investors? Or are they quietly sabotaging good decisions? For most people nearing or in retirement, the media noise does more harm than good. Today, we’re unpacking why that is, and more importantly, what you can do to insulate yourself from it.
info_outline
The Retirement Tax Window: Does This Apply to You?
Money Master Retirement Podcast
What if the lowest tax years of your life are the ones you never planned to take advantage of? Today we’re talking about what we call the Retirement Tax WINDOW — that sweet spot between leaving work…and hitting Required Minimum Distributions. And that window can determine how much of your money you keep versus how much goes back to Uncle Sam.
info_outline
What Does “Comfortable” Actually Look Like in Retirement?
Money Master Retirement Podcast
We hear this all the time—‘I just want to feel comfortable in retirement.’ But what does that actually mean? Is it a number? A lifestyle? Just peace of mind? That idea of ‘comfort’ comes up in so many planning conversations, and today we’re unpacking what it really looks like—because it’s probably not what most people expect.
info_outlineHow will I handle market drawdowns in retirement? This is a question we hear often. People want to know what their retirement plan will do when the market takes a downturn. They want to know what their plan will be. Will they have a bucket of money sitting somewhere? Will they make adjustments to their portfolio?