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October 16, 2020Episode 9: 5 Key Factors to Help Determine How Much You Need to Retire Avoiding assumptions What assumptions? The magic number, understanding your lifestyle, life expectancy, contingent assets, and inflations impact. How to determine how much you need to retire Key factors- creating a safety and growth bucket Health Care Debt 10 minPlay
October 09, 2020Episode 8: Finding the Right Advisor in the Current Retirement Age Why to old school retirement in ending The current retirement age Finding the right advisor What questions to ask that advisor. 12 minPlay
October 02, 2020Episode 7: Psychological Phases of Retirement!These are the 5 phases we will discuss- Imagination Anticipation Liberation Reorientation Reconciliation We will also discuss why it's never too late to plan for retirement, no matter how old you are!13 minPlay
September 18, 2020Episode 6: Ways to help make your money last throughout your lifetime! reduce your fixed expenses keep earning income maximize social security if possible consider using programs that offer income for life don't overlook taxes protect your health and well being 13 minPlay
September 11, 2020Episode 5: How retirement moving forward will be much different from your parents We are living longer Pensions are becoming extinct Social Security Under Pressure Not knowing how to invest Interest rates are low Rising health care cost 14 minPlay
September 04, 2020Episode 4: Retirement Risks That You Should Plan For Stock Market Risk Sequence of return risk Longevity Risk Inflation risk Bond Risk/Interest Risk 13 minPlay
August 28, 2020Episode 3: Is a pension buyout offer right for you? Why companies are offering pension buyouts How does interest rates play a part in this? What about longevity and liability? 13 minPlay
February 26, 2020Episode 2: Are you prepared for the next bear market? Have you forgot about 2008? Are you in the retirement red zone? Have you considered the impact of needing long term care? 10 minPlay
September 19, 2019Episode 1: Are you in your 40’s with no retirement plan? You are not alone Set a goal (save more, spend less, work longer) Sooner you start the better 17 minPlay