On this week’s show we discuss cash flow and the importance of proper planning. What you need to consider as you move to and through retirement starting with income sources and continuing through life expectancy. Steve Shyman goes over the latest economic news as it relates to retirement planning. Case study concerning a 64 year-old man that is to retire in two years.

If you have any questions about retirement planning

call Wilsave Financial 833-945-7283. 

Retirement, Retire, Plan, Planning, Save, Saving, Roth, RMD, 

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On this week’s show we start off by having fun with the old game “Two Truths and a Lie”. We put the retirement planning twist on it. We will also dive into answering retirement related questions that begin with “When”. Steve Shyman covers the latest financial news articles from CNBC, Bloomberg, and Motley Fool. .

If you have any questions about today’s show or your own retirement

call Wilsave Financial 833-945-7283.

Retirement, Medicare, Roth, Planning, Fund, Savings, IRA, TSP, Diversification, Balance,

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On this edition we head to Hollywood for a few movie clips that provide some financial planning advice. Some good and some not so good. Retirement planning myth busting on the show today. Finally, What questions are being asked of financial advisors and the retirement planner? We go over the top ones so be prepared to take notes.

If you have any questions concerning your retirement

call Wilsave Financial 833-945-7283.

Planning, Retirement, Finances, Financial, Taxes, 401K, IRA, Roth,

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On this edition we take a look at the most frequent questions about financial planning that are typed into search engines. These are the questions you want answers to and we have them. Just because you’re turning 65 doesn’t mean you have to retire and we’ll give you the reasons why. A big transition for retirees is going from accumulation to distribution and it can be a tough change. Things to consider as you prepare to draw down on your retirement accounts. 

If you have any questions about your retirement

call Wilsave Financial 833-945-7283.

Retirement, Transition, Planning, Plan, 401K, IRA, Taxes, RMD,

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Politics and retirement planning are intermingling we discuss the hot topic ESG(Environmental, Social, Governance). We will go over red flags you need to be aware of, if you’re hearing these from your current advisor look out!  Baby Boomers, we talk directly to those turning 65 and things you need to avoid as you near retirement.

If you have any questions call Wilsave Financial 833-945-7283.

Retire, Retirement, Savings, Plan, Planning, ESG, 401K, IRA, 403B,

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On this week’s show the recent bank failures has many people nervous. What does it mean for retirement planning? Retirement planning regrets

Also making the show this weekend learning from past mistakes. True false quiz for our host covering concepts and strategies. We will see how they do.

If you have any questions about today’s show or your retirement

call Wilsave Financial 833-945-7283.

Retirement, Strategy, Planning, Risk, FDIC, 401K, Roth, IRA

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On this week’s show we discuss the latest financial news.  Unsteady times require calm rational behavior when it comes to your retirement accounts. We shift gears to discuss non-financial retirement questions that need to be answered before you call it quits. 

If you have any questions call Wilsave Financial 833-945-7283.

Retire, Savings, Planning, Roth, 401K, Annuity, Insurance,

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On this week’s show we will talk all things retirement. Strategies that can shape your retirement income will be our first stop. Annuities are selling like hot cakes and we discuss why? 401K rollovers make the show as well. Baby boomers may have a number of old 401K’s and are not sure what to do with them. We discuss the rollover.

If you have any questions call Wilsave Financial 833-945-7283.

Retirement, Savings, Pension, 401K, Socialsecurity, Taxes, 

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On this week’s show we discuss some “Do’s” and Don’ts when it come to your retirement savings. Also, the Federal Reserve has been adjusting interest rates and we’ll dive into what that means for retirement portfolios. 

If you have any questions about your retirement

call Wilsave Financial 833-945-7283.

Retirement, Planning, Savings, Roth, Annuities, Federal, Reserve, Interest, Rates,

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On this week’s show we discuss the mindset needed when moving from accumulation to distribution. Saving more is one key that can help everyone’s retirement so we have some tips to help you add to your accounts. Being a Grandparent may be in your future so let’s talk about how to go about being a financially responsible Grandparent and protect one’s own retirement.

If you have any questions about your retirement

call Wilsave Financial 833-945-7283.

Retirement, Savings, 401K, Roth, Taxes, Planning, 

See omnystudio.com/listener for privacy information.