What people want and need in retirement is guaranteed income to cover their fixed monthly expenses. Jeff and Camille discuss some of the strategies to put your retirement savings to work in providing this type of income and how to best make it work for a particular person's retirement plan.

Today Jeff and Camille discuss how to create a retirement plan that covers all five main areas of finances in your post-working years, including income, taxes, health care and legacy planning, as well as money for growth to cover future inflation and rising costs.

People are emotional about money, and can behave in certain ways that aren't always best for their retirement savings. Today Camille looks at some particular behaviors such as herd behavior that people sometimes follow and how proper planning can help avoid bad decision making for someone's retirement savings.

Jeff and Camille discuss legacy planning and how it can benefit your loved ones if proper planning is done ahead of time.

Camille is solo today as she takes you through what it is like to be a client at Monolith Financial Group, including what happens after you make the first call to the initial meeting all the way through putting a Monolith Money Map together and making sure to update the plan as necessary throughout retirement.

Are you confused by the subject of annuities? In case you are, Jeff and Camille are here to bring you the facts about this polarizing financial product that can bring you guaranteed lifetime income, as well as other benefits you may now know about.

When can I retire? Have I saved enough? Will my money last? Will my loved ones be taken care of if something happens to me? These are the top of mind questions people want to know if they are thinking about retiring. Today Jeff and Camille answer these pertinent questions and discuss how proper planning addresses these issues.

Retirement Tool Kit - March 2, 2024 by MonolithMoneyShow

Today Jeff and Camille open the show by taking on five retirement questions many people ask when planning. These include how much should they have saved, whether or not to pay off their mortgage, and three others. Later they look at the five stages of a person's financial life and how retirement planning plays into each one.

Sometimes the way retirement happens in real life turns out differently than what was expected beforehand. Jeff and Camille talk about what people should plan for besides financial aspects so that their post-working years play out smoothly in all aspects of their lifestyle.