On this episode, we will answer some mailbag questions that have come in from our listeners. We will discuss different investment strategies, buliding a retirement plan with an age gap, and robo advisors.

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The SECURE Act became law at the beginning of 2020 and created some significant differences in how people should plan for retirement. And while it’s not law yet, there’s a SECURE Act 2.0 on the horizon that could very likely become law before the end of the year. Let’s talk about some of the provisions and why they could be important.

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The world is stressful. Let’s take a small break from it with some goofy financial planning and financial advisor jokes and see what kinds of lessons we can learn from them. If you have any questions, don't hesitate to reach out.

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So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how- to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.

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Before you can effectively put together a retirement income plan, it’s important to understand your own tendencies for spending. Let’s explore the different personalities.

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Lumber prices have skyrocketed in the last year and many people are blaming inflation for the spike. However, there are other factors that have contributed to the high price. We'll discuss a few of these facotrs and when we might see the price level out again.

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Sometimes talking about life insurance can be an uncomfortable conversation, but it doesn't mean you should avoid it. Nick and Connie talk about whether retirees need to have a life insurance plan in place, and the benefits it provides.

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It makes sense that the way we plan for retirement is largely influenced by what we think retirement is like or all about. So, let’s take a look at how various people across the US describe retirement and see how that might shape the retirement planning process.

MIT Study: https://bit.ly/3oiy6jx

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Many financial circumstances that you’ll find yourself in have both positive and negative aspects. Decisions that you can make have both good and bad consequences. Or as Sir Isaac Newton put it: ”For every action, there is an equal and opposite reaction.”

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Let’s talk about some of the areas of your financial life where you might be flirting with disaster and don’t even know it on today's show.

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214-988-9178