Assessing Where You Are on the Economic Freedom Scale

Where are you on your path toward achieving economic freedom? Do you know how to assess your progress? In this week’s kickoff segment, I give you a list of questions you can ask yourself that will help you hone in on just where you are… and help you get to where you want to be. If you want some great ideas to help get you thinking about this subject, this segment is a must.

 You Made It to Your 60s, Part II

You’re in your 60s now, and that means you’re either retired or thinking about how and when you will retire. At this stage in life, you also must have a number of critical legal and financial documents in place. An estate plan, a will, a living trust, power of attorney, medical directives, etc. You also must have a sustainable financial plan in place to help you navigate your retirement. In our second segment, I present Part II of our series on wealth strategies for those in their 60s.

Answering Listener Emails

I received a lot of emails about Part I of our wealth strategies for those in their 60s segment, including questions such as: Should you take a lump sum pension payout? At what age should you start taking Social Security? Will those benefits be taxed and/or means tested in the future? How should you invest in retirement? These are just some of the great inquiries I received, and that I answer, in today’s final segment. Plus, are you in search of help? We can help.