Retirement’s Hidden 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?
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Prepare Without Panic
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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Make Your Money Last
Your Money Your Retirement Podcast
You’ve spent an entire career saving for retirement. The last thing you need at this stage of the game is to make a misstep, so you end up spending down your savings too quickly. How can you make sure you’ve done enough?
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The Power of Effective Estate Planning
Your Money Your Retirement Podcast
The process of properly setting things up for when you pass away is not fun, but very important to avoid issues with your estate. We don’t want a fight if we can avoid it.
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Is Your Financial House in Order?
Your Money Your Retirement Podcast
Building your financial house is about creating a strong foundation for long term financial stability and independence. Just like constructing a home, it starts with a solid base, budgeting, saving, and managing debt before adding the walls and roof that represent investments, insurance, and long-term planning.
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Taxes Don’t Retire When You Do
Your Money Your Retirement Podcast
After years of diligent saving and investing, many people are thrilled to see their retirement accounts grow. And while that's certainly an achievement worth celebrating, there's a sobering reality to consider - Uncle Sam is patiently waiting to collect his share of every dollar you withdraw from those tax-deferred accounts.
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Shielding Your Retirement from Hidden Risks
Your Money Your Retirement Podcast
Many people spend decades building their retirement nest egg, only to discover that having substantial savings isn't enough. Just like a beautiful house needs a strong foundation to withstand storms, your retirement plan needs proper structuring to help preserve against the challenges ahead.
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Less Tax, More Wealth - Tax Savvy Strategies
Your Money Your Retirement Podcast
Some people spend decades diligently saving for retirement, watching their 401(k)s and IRAs grow. But here's an important question many fail to ask: "How much of that money will I actually get to keep after taxes?" If you have a million dollars in your retirement account, Uncle Sam could be entitled to a significant amount of that, depending on your tax situation.
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Build A Stronger Foundation with These 3 Pillars
Your Money Your Retirement Podcast
When building a house, you'd never start construction without a proper foundation. Yet surprisingly, some people approach retirement planning exactly that way, focusing on just one aspect while ignoring other crucial elements that help provide essential support and stability.
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Set It or Sweat It? Choosing Your Investing Style
Your Money Your Retirement Podcast
In the world of investments, two approaches often dominate the conversation: active vs. passive investing. It's like choosing between a sports car that requires skilled handling or an SUV designed for a smoother, more predictable ride. How do you choose a financial strategy that’s right for your retirement journey?
info_outlineRetirement planning can feel like solving a complex puzzle — every move matters. When should you claim Social Security? How can you avoid triggering unnecessary taxes? What’s the smartest way to manage your retirement savings without costly missteps? Getting it right means fitting all the financial pieces together.