Get More Retirement Podcast

Have you been putting off having a conversation with a financial advisor? Today Bruce tells the story of someone who came in 5 years ago, but decided NOT to enact a plan. Now, years later, he’s back, with a new mindset and some regrets.  

What makes the Get More Retirement message different from other financial advisors? Bruce tells the story of a new client and why he chose WealthKare.

Where is your confidence placed when it comes to retirement? What will make it a success? Is that factor in your control?  Can you do better than simply saying, “I hope this works out.”

We live in a world with extra baggage fees, hotel fees, cell phone fees and more. Most of us are unaware of the money leaking out of our retirement accounts due to layers of unknown fees.

The financial industry has plenty of “Rules of Thumb” to see if you measure up or if your money will last. Bruce shows how better planning can help you bypass a lot of these rules.

A new study has all sorts of things we’d rather do than talk about our financial future. Why do we hate talking to financial advisors?

Warren Buffett challenged hedge fund managers to a bet of their performance vs the S&P index over 10 years. Warren and the S&P won. How would Bruce do in that challenge with his Get More Retirement strategy?

There are those that say unless you have done your tax planning BEFORE retirement, you’ve missed the window of opportunity. Bruce tells the story of a client who found significant tax savings after age 70.

If you plug your numbers into an online calculator and it says you are going to have enough money to retire, should it end there? Bruce shows how that is only scratching the surface of the retirement puzzle, and you should be diving much deeper.

While most of our focus this time of year is on April 15th, there is another Tax Day that Bruce says is important now, but even more important in retirement.