Estate Planning and Beneficiary Designations
Your Money Your Retirement Podcast
Is your estate plan up to date? After you pass away, will your assets and money go where you intend? Is there a beneficiary form that was not updated after a life situation changed? Do your loved ones a favor and listen to the podcast now.
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Retirement Unknowns
Your Money Your Retirement Podcast
A lot can happen to you in 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future.
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Unplanned Retirement Costs
Your Money Your Retirement Podcast
You probably know what you should plan to spend on housing and groceries in retirement. And you've been dreaming to finally book that luxury vacation or close on that lake house in retirement. But are you ready for all the unplanned costs in retirement? We'll discuss some surprising, unexpected costs that could knock your retirement off course.
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Creating A Lasting Legacy
Your Money Your Retirement Podcast
It’s easy to make assumptions about what goes into a legacy plan. We'll help make it clear for you as we dive into the basics of creating a lasting legacy for your family.
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Plan For The Worst - Hope For The Best
Your Money Your Retirement Podcast
We can’t prevent bad things from happening. But we can help plan for the worst so if there is an accident, emergency, or serious medical diagnosis … you and your loved ones can focus on healing, not financial headaches.
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Special Guest - David Walker
Your Money Your Retirement Podcast
David provides a thoughtful analysis of the US economy and the US National Debt which now exceeds $36 TRILLION! He is very impressive. Using his extensive experience as a CPA, David served as the seventh Comptroller General of the United States and head of the U.S. Government Accountability Office (GAO) for almost ten years (1998-2008). He served under Presidents Bill Clinton and George W. Bush. David also appeared in the Psychology of Retirement Movie Premiere Hosted by the Blue Heron Capital Team. This is a must listen podcast!
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Preserving Your Retirement from Taxes
Your Money Your Retirement Podcast
There are more than one million tax preparers in the U.S., so there’s no shortage of help when it’s tax time. But how do you find the right help with tax planning for your retirement?
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Retirement Checklist
Your Money Your Retirement Podcast
According to a new poll, one in five Americans believe they’ll never retire, 62% of people who aren't retired yet believe Social Security won't even cover half their expenses and only 33% of Americans have a written financial plan. Of course, there are some simple steps you can take to gauge your preparedness for retirement and it’s as easy as checking off the boxes on our retirement checklist.
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Retirement Perfect Storm
Your Money Your Retirement Podcast
Inflation, Taxes, and Market Volatility are just some of the risks that you need to manage to protect your retirement future. Fortunately, there are ways to prepare, but it takes serious planning to manage the challenges you and so many retirees could face in the coming years!
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Protect Your Personal Identity
Your Money Your Retirement Podcast
It’s always important to keep your personal information as secure as possible, especially in our digital age today. However, there might some things you’re carrying in that wallet or purse that could be putting you at risk too.
info_outlineFraud is rampant – especially against Seniors! Will you know the warning signs to protect yourself?