Would you like a copy of Pamela Yellen’s latest book?
Schedule a Meeting with us!
What special announcement does Holly have to share?Would you like more treats and less tricks?What is the first goblin?What does $135K in retirement accounts lead to in income?Can you live on $600 a month?What is leaving your wallet?What is your volume of saving?How is rate of return different from volume of saving?What if you saved 10%? What if you save 30%?Have you heard Episode 106?Have you heard Episode 48?What is goblin number two?What are the out of pocket medical costs?Will you have health care costs coming up in retirement?Do you have half a million dollars ready for medical expenses?Are you between 45 and 65 years old?How much do you have set aside for healthcare in retirement?Who has 1.4 million saved for retirement?For retirement, do you have an income bucket?For retirement, do you have a healthcare bucket?What is goblin number three?How much will you owe the I.R.S.?How much is THEIRS?Do you owe taxes on tax-postponed (a.k.a. tax-deferred) accounts?How much do imagine you will be able to take in income on these accounts?Are you confident in your pre-tax income?Does anyone know what your tax bracket will be in the future?Has congress got around to voting on how much they will charge in taxes when you’re in retirement?What is goblin number four?What about Social Security benefits?Will Social Security be part of your income?Is your purchasing power shriveling up?Do you depend on Social Security?What is goblin number five?What about equity mutual funds?Who beats inflation?Does the stock market do an average double-digit return?Who knows what’s happening in the market?Who’s beating inflation?What’s happening now?Who is behind the market?How do reactionary impulses affect the market?What about goblin number six?Do you have a 50/50 chance of running out of money in retirement?Do you follow the 4% withdrawal rule in retirement?What does this mean?How does this impact our financial lives?What can we actually take away with this?How might we fight back against our fears?Will you prioritize your own capital?When will you start saving?Did you go trick or treat in packs or groups?When did you last review your account fees?Do you believe you know all of the fees?What are your 401(k) fees?Have you looked at the FINRA fund analyzer?Would a single visit to the doctor ruin your financial life?Would you like to call us at 1-800-962-9141?Do you have a flashlight?What kind of contracts can help you get through the end of the corn maze of life?
View all episodes
