Make Your Retirement Money Last
Your Money Your Retirement Podcast
Gone are the days when retirees could rely heavily on robust corporate pension plans. Today, not only are corporate pensions a fading memory, but many retirees need more than their Social Security benefits. This places a greater burden of securing a financially stable retirement on individuals.
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Financial Habits You Should Break
Your Money Your Retirement Podcast
Any time is a good time to break a bad habit. Whether you want to make improvements in your routine at home, your job performance at work, with your physical health or your financial health, the time to make a positive change for your future, is right now.
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Create Dependable Income in Retirement
Your Money Your Retirement Podcast
In your working years, a steady paycheck provided peace of mind. In retirement, that sense of predictability can disappear, and is sometimes subject to market ups and downs. In this episode, we explore how to build reliable income streams, so your retirement feels less like a rollercoaster and more like smooth sailing.
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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.
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.