In our last episode we talked about being physically ready for retirement. Well, there's a mental side to retirement as well, which is sometimes harder than the physical aspect. Upon retirement, having worked in most cases, 30-40 years, your daily routine has suddenly, and sometimes drastically changed...are you mentally prepared? Everyone's situation is different and there are many factors that go into knowing whether the time is right to retire. As always, Mike and John are here to help you make that transition.

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Are you ready? There are many factors that go into knowing whether the time is right to retire. Everyone’s situation is different. It involves more than just being a ‘good saver’. Mike and John will break down which steps you should be looking for, including planning and investing.

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Annuities...You have questions, we discuss!  Know the difference between types of annuities?  Know how annuities work?  Join John and Mike as they discuss all things they can about annuities and the inner workings.  Then they continue their series on Holistic Happenings and how it might impact you.

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On this episode of Retireable, hosts John and Mike talk about creating and using “guardrails and buffers” with your investment strategies.  Listen to some great ways to create the type of portfolio that will best suit different needs for different people.  Then they continue their ongoing series of Holistic Happenings and what Mike and John see throughout their normal interactions.

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Join the Retireable podcast for a great discussion on retirement accounts and Retired Minimum Distributions!  Planning and optimizing RMDs is an often overlooked strategy for many retirees.  Mike and John discuss different philosophies and planning strategies to try to optimize this phase of retirement, both during those years and before you get to them.

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Join John and Mike as they discuss Bucket Planning and how it fits within the financial planning concepts for retirement.  They discuss how it helps with finances as well as cases where it may help with advanced concepts like tax-efficiency or income planning in the later years of retirement. Then the hosts continue their ongoing conversation on Holistic Happenings.

https://fsa1.com/ 

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Pensions and Pension Buyouts!  Join the Retireable hosts and their guest, John Cole, as they discuss some of the changes to the world of pensions and buyout opportunities.  What to expect, and what to look out for. Then Mike and John continue their ongoing discussion of Holistic Happenings. 

Financial Services of America | Personal Financial Planning (fsa1.com)

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Join John and Mike in this episode to learn more about charitable giving and the many ways you can give.  They also discuss how giving will impact a family's tax footprint and investment planning.  Many families want to give, they just don’t know the most up to date ways to do it to benefit both the charity and the family.  They then continue their ongoing series of Holistic Happenings about some of the things Mike and John see in their everyday practices while serving families.

Financial Services of America | Personal Financial Planning (fsa1.com)

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Join John and Mike as they discuss some of the tax rules and ideas for giving to charities in the current environment.  They discuss all kinds of different strategies to feel confident giving a gift and still documenting the tax savings for the gift.  They also continue with their Holistic Happenings conversations about things and ideas they see in their everyday interactions with the families they work with and are referred to.

Financial Services of America | Personal Financial Planning (fsa1.com)

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Join the Retireable hosts as they interview Cetara James and discuss Medicare and the Open Enrollment.  It is a complicated subject, and Cetara tries to make it easy to understand for the listener, plus the continuing discussion of “Holistic Happenings” as John and Mike discuss what types of things, they might see in their normal work activities.

Financial Services of America | Personal Financial Planning (fsa1.com)

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