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!

11/9/24 Election Reaction, Long Term Care, What Age Should You Take Social Security, Charitable Contributions 11/11/2024

11/2/24 Financial Confidence, Medicare Maze, Can't Downsize, Managing Assets 11/01/2024

10/26/24 Becky Swansburg, Health Care Costs, 401k Rules, Required Minimum Distributions, Social Security Tax 10/25/2024

10/19/24 Taking Control of Retirement, The Fear of The Unknown, Required Minimum Distributions, Life Expectancy 10/17/2024

10/12/24 Becky Swansburg, Leaving Tax Free Money for Your Family, Have a Plan, Building An Emergency Fund 10/11/2024

10/5/24 Taxes In Retirement, When One Spouse Retires First, Can I Still be Charitable in Retirement, Is Social Security Income Taxed, Special Needs Trust 10/04/2024

9/28/24 The Five Financial Stages of Life, Living a Just In Case Retirement, Maximizing Social Security and Optimizing Your Benefits, What Should I Do in Retirement 09/27/2024

9/28/24 The Five Financial Stages of Life, Living a Just In Case Retirement, Maximizing Social Security and Optimizing Your Benefits, What Should I Do in Retirement 09/27/2024

9/21/24 Market Volatility, Making Your Retirement Money Last with Joel Cavaliere, Retirement Timeline, Working in Retirement, When to Take Social Security 09/20/2024

9/14/24 4 Questions About Retirement, Making Better Decisions, Least Risky Investments, Leaving A Legacy 09/12/2024

9/7/24 Special Market Headlines, Boomers Up-Gen X on Deck, Taxes on Retirement Income, Couple's Not on The Same Page, Typical Client 09/06/2024

8/31/24 Financial Habits To Break, Protected Income, How Much Should I Save, Rental Properties As Source of Income, Retirement Check List 08/30/2024

8/24/24 Four Retirement Unknowns, COLA Adjustment, Retirement For Business Owner's, Scams, Long Term Care, Company Stock 08/22/2024

8/17/24 Financial Literacy, Make Your Money Work for You, Retirement Age Layoff, Powers Of Attorney 08/16/2024

8/10/24 Financial Impact of Olympics, Behavioral Finance and You, Surviving Spouse, Leaving Something To The Grandkids, Simple Quiet Retirement 08/09/2024

8/3/24 Estate Planning and Beneficiary Designations, Can You Have To Much Life Insurance, Timing Your Retirement Around Medicare 08/02/2024

7-27-24 Creating a 5-Star Retirement Plan, Roth IRA, Downsizing, Inheritance Tax Bill, Life Insurance Death Benefit 07/25/2024

7/20/24 Getting to Know You, All About Annuities, Spousal Benefit, Pension Plan Options, Not Sure How Much Money Is In Your Accounts 07/19/2024

7/13/24 Unplanned Retirement Costs with Joel Cavaliere, Your Retirement Planning List, What Do I Need To Think About, When To Sign Up For Medicare, Getting Serious About Planning 07/09/2024

7/06/24 Testing Out Retirement, Creating a Lasting Legacy with Zach Roberts, Estate Planning, Tax Implications, Retirement Panic, Be Prepared The Unexpected 07/05/2024

6-29-24 History of Taxes, Plan For The Worst - Hope For The Best, Divorce and Retirement, What Will You Do In Retirement 06/28/2024

6/22/24 Midyear check up, Retirement Construction Zone, Sorting Out the Junk Drawer, Tracking Multiple Accounts, How Do I Prepare 06/21/2024

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