Our topic on this episode of the Ready for Retirement podcast is about the pros and cons of dividend investing.

Questions answered: What percentage of my portfolio should be coming from dividends in retirement? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

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Our topic on this episode of the Ready for Retirement podcast is about how to go from a saving mindset to a spending mindset.

Questions answered: What amount should I feel comfortable spending in retirement?  What can I do to shift anxiety that comes from no longer receiving a consistent paycheck? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

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Our topic on this episode of the Ready for Retirement podcast is about annuities and whether or not you should have one in your portfolio.

Questions answered: What do I need to look for when determining if an annuity is right for me?  What are the benefits and cons of including an annuity in my portfolio? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

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Our topic on this episode of the Ready for Retirement podcast is a case study on how to make the right decision for you with all of the various retirement options.

Questions answered: What are the best investment strategies throughout retirement? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

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Our topic on this episode of the Ready for Retirement podcast is about how you should invest once you have more than enough to retire.

Questions answered: How should I invest throughout retirement? What investment strategies can I implement to improve my financial future? What should I do with additional funds in retirement that I want to invest? What is the best approach for my individual situation? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

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Our topic on this episode of the Ready for Retirement podcast is about how I do my budget and why most budgeting doesn’t work.

Questions answered: Should everyone have a budget? What’s the best way to track my budget? How can I make sure I’m on track to reach my financial goals? What is the best approach for my individual situation? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

I'm A Financial Planner and This Is How I Budget

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Our topic on this episode of the Ready for Retirement podcast is part four of the financial tune-up series: What to Look For When Reviewing My Estate Planning Documents.

Questions answered: What do I need to look for when reviewing my Estate Planning documents? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

What Issues Should I Consider When Reviewing My Estate Planning Documents?

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Our topic on this episode of the Ready for Retirement podcast is part three of the financial tune-up series: What to Look For When Reviewing Insurance Policies.

Questions answered: What do I need to look for when looking at insurance policies? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

Checklist - What Issues Should I Consider When Reviewing My Health & Life Insurance Policies?

Checklist - What Issues Should I Consider When Purchasing Long-Term Care Insurance?

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Our topic on this episode of the Ready for Retirement podcast is part two of the financial tune-up series where I discuss what to look for when reviewing your investments.

Questions answered: How do I know if I’m invested appropriately for my goals? What should I invest in? What is the best approach for my individual situation? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

Checklist: What Issues Should I Consider When Reviewing My Investments

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Our topic on this episode of the Ready for Retirement podcast is part one of the financial tune-up series: How to Review Your 2020 Tax Return.

Questions answered: What does my 2020 Tax Return tell me about how best to manage my financial situation? What tax planning strategies can I implement to improve my financial future? What is the best approach for my individual situation? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

Checklist: What Issues Should I Consider When Reviewing My 2020 Tax Return

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Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

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Create Your Custom Strategy ⬇️

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