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At Monolith Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety... more
FAQs about Monolith Money Show:How many episodes does Monolith Money Show have?The podcast currently has 259 episodes available.
January 28, 2023Three Stages Of Retirement - January 28, 2023The go-go years, the slow-go years, and the no-go years - generally these are the three different stages that retirees go through, roughly every ten years, depending on how healthy the individuals are. Today Jeff and Camille discuss planning for each stage and what you want and need your money to be ready for during these periods of time....more51minPlay
December 27, 2022Lessons of Retirements Past and Present - December 24, 2022Today Jeff and Camille look at things which can be learned from people who have recently retired or who are going through it now, and how what they have been through can help those who will face retirement decisions in the coming months. Also, they look back one last time at the top financial news of 2022....more51minPlay
December 11, 2022Risks In Retirement - December 10, 2022Retirement has its pleasures, but also its risks that include taxes, longevity and more. Today Jeff and Camille look at these risks and how proper planning for each individual or couple can help mitigate these risks so folks can enjoy their post-working years with confidence....more51minPlay
November 27, 2022Four Questions - November 26, 2022Today Jeff and Camille answer four questions that people should ask before going into retirement, including if they have saved enough as well as when the best time to retire is in the first place....more51minPlay
October 16, 2022Retirement Construction Zone - October 15, 2022You use your GPS or other tracking app to determine the best way to drive to a destination. A retirement road map is sometimes harder to determine. Today Jeff and Camille guide you through the potholes, so to speak, of developing a solid retirement plan that will take you to the destination you desire for your post-working life. They also take a turn at Medicare Trivia as this year's Open Enrollment Period gets underway....more51minPlay
October 02, 2022Retiring Today - October 1, 2022Let's face it - retiring today is a lot different than it was a generation or two ago. Pensions and Social Security used to take care of just about everyone's financial needs in retirement, but with pensions nearly gone and Social Security having longer term funding issues, you need to account for much more of your retirement income needs. Today Jeff and Camille look at ways for you to be more efficient with your retirement nest egg and proper withdrawal strategies to help you keep more of what you've saved....more51minPlay
September 17, 2022All About Annuities - September 17, 2022Annuities are one of the most polarizing topics in financial planning, and also one of the most misunderstood. Today Camille goes solo to try and sort out the various types of annuities, and how the right kind can fit well in providing guaranteed income in a solid retirement plan....more51minPlay
September 04, 2022Do You Need Life Insurance - September 3, 2022Life insurance is so much more than just having a death benefit. Today Jeff and Camille discuss the new ways life insurance can be structured to provide income and long term health care benefits, among other things....more51minPlay
August 22, 2022What To Do When Your Spouse Dies - August 20, 2022The loss of a spouse or partner is traumatic enough - but to go along with that, the process of transferring resources to the surviving spouse needs to occur. Today Jeff and Camille discuss how to make sure things are in place so that the process of making those transfers is done correctly and smoothly, as well as being as easy as possible for the survivor....more51minPlay
August 07, 2022Topics On Your Retirement Planning List - August 6, 2022Three huge concerns when planning for retirement are accounting for income, health care and long term care, and also taxes. Today Jeff and Camille take a look at these areas, how to address them in a written plan, as well as potential risks involved that need to be accounted for as well....more51minPlay
FAQs about Monolith Money Show:How many episodes does Monolith Money Show have?The podcast currently has 259 episodes available.