Retire With Clarity

By Retire With Clarity Podcast

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 t... more

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FAQs about Retire With Clarity:

How many episodes does Retire With Clarity have?

The podcast currently has 23 episodes available.

Retire With Clarity episodes:

April 13, 2018 People ask about Social Security.
People ask about Social Security. We discuss what you need to know about Social Security claiming in this episode including why it might not be as simple as you think!
For more information, please visit www.retirewithclarity.com
...more
16min
April 13, 2018 Common questions about retirement
On this episode, we discuss common questions families ask in our office about retirement.
For more information, please visit www.retirewithclarity.com
...more
16min
March 16, 2018 What does March Madness tell us about retirement?
Find out the answer to this question and many more on this week's show!
For more information, please visit www.retirewithclarity.com
...more
46min
March 06, 2018 What you know that Bill Gates doesn’t (about retirement)
Listen in to last weeks show!
On this weeks show… most parent don’t regret this decision, even though they should. We’ll tell you what it is.
Considering the recent tax cuts, is now a good time to do a Roth conversion?
Plus, what you know that Bill Gates doesn’t.
For more information, please visit www.retirewithclarity.com
...more
49min
February 23, 2018 How to not withdraw money during a down market
Here’s the recording of last week’s show!
See below for the topics discussed:
7:51 How taxes differ when you stop working.
15:40 Happy birthday to the ROTH IRA!
19:08 What are you doing to help the longevity of your money?
27:55 Is a fixed index annuity a good alternative to bonds?
34:30 Do you have collectables included as part of your retirement plan?
39:22 What is the future service relationship you will have with your financial advisor?
43:40 How to not withdraw money during a down market.
For more information, please visit www.retirewithclarity.com
...more
49min
February 16, 2018 Three ways to protect yourself during the market cycle
Here’s the recording of last week’s show!
See below for the topics discussed during the show:
3:00 Three ways to protect yourself during the market cycle.
15:33 Upcoming Taxes in Retirement workshop.
22:00 Is phased retirement the right path for you?
26:25 How risky are stocks when it comes to your retirement plan?
35:35 Can the private sector save the health care system?
For more information, please visit www.retirewithclarity.com
...more
46min
February 09, 2018 Tips for the recent tax changes & more!
(Skip ahead to the times listed for the topics below)
2:26 COLA and why it is so important.

5:34 Why most people don't want to retire.

12:44 Market cycle and your retirement plan.

17:25 Tax tips based on the recent tax changes for retirees.

30:28 How to face the idea of "not working."

44:45 Health benefits of retiring earlier rather than later.

For more information, please visit www.retirewithclarity.com
...more
48min
February 02, 2018 How to convert your retirement accounts into retirement income
Skip ahead to the times listed for the topics below:
4:10 Setting goals: Key to enjoying your money long term.
5:40 How to give yourself a raise in your plan.
14:12 What a Navy Seal says about procrastinating when it comes to retirement planning.
19:42 What to do with a 401k from a previous employer.
25:41 How to get on the same page with your spouse when it comes to major financial issues.
30:14 How to not underestimate your longevity needs.
37:23 How to convert your retirement accounts into retirement income.
41:00 What was the top financial goal for 2017?
For more information, please visit www.retirewithclarity.com
...more
48min
January 26, 2018 One big flaw in DIY retirement planning
Skip ahead to the times listed for the topics below:
4:20 The benefits of checking in with your retirement plan.
13:00 If you experienced amazing gains in 2017 – here’s what to be aware of in 2018 and beyond.
17:08 How often do spouses agree on when to claim social security?
25:42 Navigating if you should help your children or fund your retirement.
30:55 Cost of stable income in retirement.
38:12 Why some people never really retire and why they couldn’t be happier.
44:27 One big flaw in DIY retirement planning.
For more information, please visit www.retirewithclarity.com
...more
48min
January 12, 2018 The most revealing question a financial planner should ask
Skip ahead to the times listed for the topics below:
3:23 Having a disciplined approach to planning vs chasing returns
5:38 How the new tax laws could affect you
12:33 Making sure you and your spouse are on the same retirement page
16:30 Fears people have about financial planning
25:33 What to do if offered early retirement
29:40 Some people's ideal retirement
37:16 The most revealing question a financial planner should ask
41:58 How to know how much you need to retire
...more
47min

FAQs about Retire With Clarity:

How many episodes does Retire With Clarity have?

The podcast currently has 23 episodes available.