Retire With Clarity

Retire With Clarity

By Retire With Clarity PodcastBusinessInvesting
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Retire With Clarity episodes

  • Will you want to hang with your spouse 24/7 when retired?

    Long marriages a successful in part because we spend time at work! What happens when you no longer work and instead are with your spouse 24/7?
    This episode is about practical things you can do to prepare your relationship with your significant other.
    Hint: One solution is “practicing for retirement"
    For more information, please visit www.retirewithclarity.com
    14 min
  • The Five key areas the Money Master Plan addresses (Part 3 of 3)

    People have questions about retirement. One of those questions is “what other questions should I be asking””
    The easiest way to discuss this is in the context of the Money Master Plan Roadmap.
    Stonebridge Financial Group’s process is called Money Master Plan. In this episode we discuss the 5 key areas the MMP addresses.
    1. Income Distribution Plan
    2. Investment Plan
    3. Tax Plan
    4. Healthcare Plan
    5. Legacy Plan
    Learn more at http:www.retirewithclarity.com
    14 min
  • The Five key areas the Money Master Plan addresses (Part 2 of 3)

    People have questions about retirement. One of those questions is “what other questions should I be asking””
    The easiest way to discuss this is in the context of the Money Master Plan Roadmap.
    Stonebridge Financial Group’s process is called Money Master Plan. In this episode we discuss the 5 key areas the MMP addresses.
    1. Income Distribution Plan
    2. Investment Plan
    3. Tax Plan
    4. Healthcare Plan
    5. Legacy Plan
    Learn more at http:www.retirewithclarity.com
    16 min
  • The Five key areas the Money Master Plan addresses (Part 1 of 3)

    People have questions about retirement. One of those questions is “what other questions should I be asking””
    The easiest way to discuss this is in the context of the Money Master Plan Roadmap.
    Stonebridge Financial Group’s process is called Money Master Plan. In this episode we discuss the 5 key areas the MMP addresses.
    1. Income Distribution Plan
    2. Investment Plan
    3. Tax Plan
    4. Healthcare Plan
    5. Legacy Plan
    Learn more at http:www.retirewithclarity.com
    14 min
  • What is on your bucket list?

    In this episode, we ask what is on your bucket list. How encouraging yourself to expand your bucket list can improve your love of life and retirement.
    For more information, please visit www.retirewithclarity.com
    14 min
  • Safe Money vs Risk Money

    In this episode, we discuss safe money vs. risk money - which should you have and how much?
    For more information, please visit www.retirewithclarity.com
    16 min
  • Social Security Experts Costing People Money

    This episode is about why the so called Social Security experts are actually costing retirees money. We also talk about the important survivors benefits in Social Security.
    For more information, please visit www.retirewithclarity.com
    16 min
  • Tax Inefficiencies for Retirees

    In this episode, we talk about tax problems that retiree’s have PLUS tax inefficiencies that most advisors are overlooking for retirees.
    For more information, please visit www.retirewithclarity.com
    15 min

About Retire With Clarity

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Every day of our adult lives, we make financial decisions that are going to affect our ability — or inability — to retire. And most of us don’t even realize it! How often do you take time to look at…