TAXES (PLANNING VS FILING) – Obviously, taxes are on everyone’s mind this time of year, so it’s a good time to ask ourselves, “How well have we planned for what could happen with taxes over the next 10-15 years?”. Listen as Mike Neumeier discusses the importance of future tax planning on this week’s episode.

LUCK VS PLANNING – We do not want to leave our financial future up to chance and luck. We need to have a plan to achieve the outcome we desire. Listen as Mike Neumeier discusses luck VS planning on this week’s episode.

THE COUNTDOWN ISSUES – While the sage wisdom that “You don’t want all your eggs in one basket” is certainly true, it also does not mean that you need a bunch of duplicate accounts spread out and scattered everywhere. This is just one topic that Mike Neumeier covers on Navigating Retirement and 8 Moments To Move Your Money.

(NOT) GOING BROKE IN RETIREMENT – You must have a plan. Specifically, you must have a spending plan. It includes allocating a specific portion of assets to structuring an income. Listen as MIKE NEUMEIER discusses this topic and more on this week’s episode.

UNDERSTANDING YOUR INVESTMENT OPTIONS – Not understanding your investment options may lead to overlooking a valuable opportunity or making an uneducated mistake with your money. Listen as Mike Neumeier discusses this topic and more on this week’s episode.

PROTECTING YOUR SPOUSE – While income for life has some significant advantages, it is not without some downside and important considerations. When we elect to take a pension option, often there is a decision on whether or not to leave a survivor benefit to a spouse. Listen as Mike Neumeier discusses this topic and more on this week’s episode.

CALCULATING YOUR RETIREMENT NUMBER – Do retirees without a specific income plan understand which accounts to pull from, or in which order, to be as efficient as possible and optimize withdrawals? Listen as Mike Neumeier discusses the importance of Income Allocation on this week’s episode.

YOUR PLAN – Where can money, time, or effort be put to better use? Where are the windows of opportunity that could be missed or closed if not properly utilized? Where can our money work harder? These are just a few questions that Mike Neumeier covers on this week’s episode.

GETTING SAVINGS BACK ON TRACK – We can defer money into retirement savings before we even see our paycheck! But, how much should we be saving? On this week’s episode Mike Neumeier will be talking about making the most of your savings opportunities, including 401(K) options and opportunities.

IT’S (FINALLY) 2021! – If it so happens that 2021 is the year you plan to retire, what should you be doing to make sure that all the years forward are as comfortable as possible? Listen as Mike Neumeier discusses this topic and more on this week’s episode.