Homeownership

Ep 081: The Single Person's Guide to Retirement

The single person's guide to retirement:
- Creating a strong and obvious path for those you leave behind
- Having a plan to distribute your assets and collections
- Protecting your assets from memory loss, or disability
- Setting the safety net for loved ones: Are your beneficiaries in place?
- The different faces of Long-Term Care Insurance: Is it right for you?
- Creative housing ideas, and the impact of changing income streams

Ep 080: What Does Financial Freedom Look Like for You?

What does financial freedom look like for you?
- On your radar: How much do you need, and how to get there
- Reviewing insurance and healthcare needs, taxes, and spousal health
- Staying employable while you’re living independently
- The affect your decision will have on your housing
- Required minimum distribution rules, and when to retire
- Understanding the relationship between your habits and your future

Ep 079: Tackling Your Financial Laundry List

Tackling Your Financial Laundry List
- Does being wealthy mean you don’t need a financial advisor?
- Efficient planning tools to get the best result
- So! You’ve saved enough!...Now what?
- Healthcare costs: stretching your dollar to manage efficiently
- Social Security savvy
- Cash reserve vs. cash flow: Know the difference
- Key things you should do BEFORE you retire
- Your Home: How to use it to your advantage

Ep 059: Real Estate in Retirement

- Is a strong dollar good or bad for retirees’ portfolios?
- Debt: The impact on your financial plan
- Is this your "forever" home? Things to consider when you want to remain there as you age
- Rent or own: Can you afford a home, the upkeep and taxes? Test drive your budget before you consider relocation
- What you need to know about Continuing Care Retirement Communities

 

Ep 050: Buy a Home or Save for Retirement?

Financial decisions to change your future: Buy a home or save for retirement?:
- Are you prepared for the financial commitment of owning a home?
- Fork in the road: High ticket interest, versus interest earned on savings
- The huge impact of missing just one year of savings
- Learning the art of delayed gratification
- Unique ways to teaching your kids how to save
- The building of an entrepreneur!

Ep 007: The Post-election Effect on the Stock Market

Listen as our hosts discuss the following topics:
- The post-election effect on the stock market, tax law, and the repatriating of oversees dollars.
- The different ways that financial planners charge fees, and the real impact that it can have on your finances.
- Is your home a true investment? The reality of what it costs to own and maintain a home.