Retirement Planning
Stretch Those Assets!
Will your retirement nest egg last as long as you need it to? That question keeps pre-retirees and retirees awake at night. This show is designed to help them put the question to rest by offering a range of suggestions for how to extend the life of one’s retirement assets so they’re positioned to last…
Read MoreWill Your Family Be OK If Something Happens To Their Breadwinner
Thinking about, let alone planning for the death of a loved one is something many of us choose to set aside for later — or maybe never. But what if that person is the household’s breadwinner? How would you replace that paycheck, even in the short term? How will the bills get paid? To the…
Read MoreAre You Really Ready to Retire?
Deciding to retire is one of the biggest steps a person will take in their lifetime. When one part of you is saying, “It’s time,” it’s important to pause and ask, “Am I in a good financial place to retire?” This show can help listeners answer that question for themselves by providing them with eight…
Read MoreIs Your Balance Sheet Healthy Enough For Retirement?
Every other day it seems like there are new ways to help us stay healthy: practicing yoga, taking fish oil or turmeric supplements, solving Sudoku puzzles, the list goes on. And as we get older – and perhaps face a couple more wrinkles or aches and pains – many of us tend to pay more…
Read MoreHow To Find A Financial Advisor You Can Trust
In a world increasingly saturated by competing advice, it’s crucial to find a financial services professional you can trust. What are some questions that you should ask when seeking out a financial advisor?
Read MoreThe “Tax Time Bomb”
The wealthiest investors I have worked with have larger Roths or larger post-taxed accounts than they have in qualified, tax deferred accounts. The “Tax Time Bomb” is something you hear me talk a lot about at my seminars and on the radio. We are trained to put as much money as we can away as…
Read MoreRetirement Investing & Roth Conversions
Retirement planning looks much different than it did a century ago. With lifespans and retirements lasting longer, it’s not just about planning for a financial future; we must also create a post-career strategy that takes into account emotional, intellectual and quality of life challenges during later years. After all, we don’t just stop enjoying life…
Read More10 Ways To Make Your Money Work
There are always those gnawing questions: What could I be doing to get my money to work harder for me? How to get more out of my retirement assets? As hard as people work for their money, they deserve ways to get their money to work harder for them, especially with retirement approaching or already…
Read MoreTo Roth or Not to Roth?…That is the Question
The wealthiest investors I have worked with have larger Roths or larger post-taxed accounts than they have in qualified, tax deferred accounts. The “Tax Time Bomb” is something you hear me talk a lot about at my seminars and on the radio. We are trained to put as much money as we can away as…
Read MoreIn Retirement…It’s Not Always About Rate of Return
In retirement….rate of return actually ends up being the SECOND most important thing that you need to worry about. What is the FIRST? Find out by watching the video below in this weeks “Dollars & Sense” segment. I will explain how investing during your working years can be drastically different than investing during retirement.
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