Retirement

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 064: Strategies to Early Retirement

Strategies to early retirement:
- How will you spend your time, and what will it cost you?
- The importance of knowing your living expenses
- How to know if it’s manageable financially and physically
- Consider diversifying streams of income
- Let’s talk insurance: will your healthcare costs go up?
- The consequences to taking Social Security early

Ep 056: Are You Ready to Retire?

Retirement strategies for business owners:
- The importance of paying yourself first
- Scare tactics scammers uses to steal your tax return, and things the IRS will NEVER do
- Retirement planning tools to consider
- Are all your eggs in one basket?
- Does your business retire when you do?  The importance of a succession plan

Ep 052: Taxes and Retirement

Taxes and Retirement: Build a plan around great timing:
- The various types of income you can expect to be taxed in retirement
- Which deductions will disappear when you retire?
- Choosing the magical age to stop working
- Be smart! Track your medical expenses to reduce your taxes
- When is it time to start taking Social Security benefits?
- Strategies to help you squeeze more from the tax law

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 021: Diversifying Your Sources of Income

Protect your pension and keep your hands on the wheel!

Diversifying your sources of income and preparing for retirement

- New pension rules and savvy tips for retirement plans
- How to maintain a diversified portfolio
- The key differences in employer retirement plans
- How to protect your retirement during a major life change

Ep 002: How to Set Financial Goals

Listen as our hosts discuss the following topics:
- What are the necessary steps to prepare for retirement?
- The different tools and resources available for managing your health insurance
- How do you know if your financial advisor is acting as a true fiduciary?
- The 5-point process you can use to create your financial goals for 2017