Why? So your nest egg can be the most efficient and effective for your retirement dreams and goals. Today Bob talks about how this can be best accomplished through many different strategies from which to choose.

It's that time again - time to make any changes in certain parts of Medicare coverage. Cortney Dale, the insurance specialist in the Victoria office, talks about what is on the table and what may be available for you.

There are a range of ages from 50-70 1/2 that you need to know when planning your retirement. These are the various points where you can make decisions like saving or withdrawing from retirement accounts, claiming Social Security benefits, and taking Required Minimum Distributions, among others. Bob discusses them and what you can do to help your nest egg along the way.

It is not easy to change the mindset from saving for retirement to taking the money out to spend it. Today Bob discusses the most efficient manners to do this, including taking taxes into account.

Annuties can be a source of guaranteed income for retirement - but they are also a sensitive subject because they are complex and not always understood well. Today Cortney Dale from the Victoria office discusses when they are best used in a retirement plan, along with the many different types and the best ones for today's retirees.

In the second of a two part show, Bob and Megan finish their discussion on what to ask any potential advisor you want to handle your retirement finances. They also address the subject of fees and ways to know yours are in line with what you are getting from your advisor.

In the first of a two part show, Bob and Megan address 19 questions to ask anyone you might consider to oversee your financial strategy for retirement. A task especially important as the new Department of Labor fiduciary rules begin to take effect.

The greater share of income in retirement that is guaranteed, the more confidence you will have going into retirement. Today Cortney Dale from Bob's office in Victoria addresses ways to maximize the guaranteed sources for retirement income.

Those include freedom from worrying about their finances, flexibility to do what they want and the ability to spend quality time with family. Today Bob talks about what is different about retirement and what people want from it, and how to plan properly to be sure you get what you want out of it.

Cortney Dale hosts the show today and talks about how to go about finding the best Medicare plan at the lowest cost - not just at the start of retirement, but also as retirement continues.