On this week’s show we will have some fun with a very serious retirement topic. We all remember the game RISK, well we will put a retirement twist on it. Everybody is different and your retirement plan needs to be customized to you. We will also dive into understanding your investments and the role they will play in building lifetime income. 

If you have any questions concerning your retirement call Nathan Fort 800-890-5008.

Retirement, Planning, Plan, Savings, Save, Interest, 401K, Roth, IRA

See omnystudio.com/listener for privacy information.

On this week’s show we have a lot to discuss. It’s not uncommon for people to put off meeting with a financial advisor. We will go over some of the reasons people don’t and explain why you should. If you are less than 10 years away from retiring we have some strategies for you to consider. Retirement expenses can go up, but you can control it with careful planning.

If you have any questions about retirement, how to get started with your planning or need a second opinion on what your current situation call Nathan Fort 800-890-5008.

Retirement, Planning, Saving, 401K, IRA, TSP, Pension, Taxes, Healthcare,

See omnystudio.com/listener for privacy information.

On this week’s show, we tackle the biggest financial concerns as you approach retirement. We dig into the emotional side of planning because it can be intimidating when you’re getting started. You’ve saved well for retirement, now what? We will discuss distribution strategies. 

If you have any questions call Nathan Fort 800-890-5008.

Retirement, Planning, Saving, Taxes, Stocks, Bonds, IRA, 401K,

See omnystudio.com/listener for privacy information.

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. Do you have a “worry” list? We do, but we also have suggestions to ease your pain.

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

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

See omnystudio.com/listener for privacy information.

On this week’s show we will hear from the streets. Where are you in your planning process? Annuities just being mentioned sparks a reaction and we will discuss. We will go over strategies for regular dependable income in retirement. After the strategy you need a retirement budget/spending plan to keep you on track.

If you have any questions call Nathan Fort 800-890-5008.

Retirement, Plan, Planning, Annuity, 401K, TSP, Roth, IRA

See omnystudio.com/listener for privacy information.

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 Nathan Fort 800-890-5008.

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

See omnystudio.com/listener for privacy information.

On this week’s show we start with things you can do right now to help your money last through retirement.  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 Nathan Fort 800-890-5008.

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

See omnystudio.com/listener for privacy information.

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 Nathan Fort 800-890-5008.

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

See omnystudio.com/listener for privacy information.

On the week’s show we hear from CEO of JP Morgan Chase, Jamie Dimon. We will discuss the current state of the economy and what retirees and those about to be retired should focus on. Jaw dropping stats concerning your golden years will be highlighted on today’s episode. Also today we have a few tips to kick start your retirement savings.

If you have any questions concerning your own retirement

call Nathan Fort 800-890-5008.

Retirement, Planning, Strategy, Spending, Saving, RMD, 401K, Roth, Annuity, 

See omnystudio.com/listener for privacy information.

On this weeks show we have tips to make sure you don’t run out of money in retirement. We will also address the true cost of inflation and how to protect your retirement from it. We all know Roth IRA’s can be great for retirement, but did you know there are several benefits of the Roth that you can use before you actually retire?

If you have any questions call Nathan Fort 800-890-5008.

Retire, Retirement, Planning, Savings, Roth, IRA, 401K

See omnystudio.com/listener for privacy information.