Retirement 360

Today Troy and Alan look at recent headlines, including the recent shootings in downtown Louisville. Later they revisit the topic of a retirement checklist and things you need to do to make sure your retirement plan takes care of all your needs.

You may have heard of a five star restaurant, or five star resort. But what is a five star retirement plan? Today Alan goes over the five main pieces that make up a great retirement plan, covering income, taxes, health care and legacy planning and more.

Aside from the emotional aspect of a spouse passing away, the financial and legacy aspects still need to be addressed. Today Troy, whose own father died when he was three, addresses what needs to happen if a spouse passes away early, and how proper planning can help make this transition go as smoothly as it can under the circumstances.

Your retirement savings has to cover a lot of things - rising health care costs, inflation in general, taxes, emergencies, the works. It can be a challenge to make sure it's all taken care of. Today Alan and Troy discuss what you can do in your plan to see that these areas are properly planned for.

After some words on the recent Silicon Valley Bank failure, Alan and Troy take a look at the upcoming groups of retirees - baby boomers in the present day and Gen Xers in the near future - and discuss what each needs to do to be as prepared for retirement as they can be.

Every retiree would like to be able to do this - keep as much income in their own pocket as possible. But it's not that easy with inflation, taxes and other considerations. Today Alan looks at ways in which a solid retirement plan can help you keep more of your own money by being efficient with your expenses.

Today Alan goes over four areas that are not entirely known when someone is getting ready for retirement, such as how long one might live, or the cost of health care - and definitely future market performance. And throw taxes in there and - well, there is a lot to plan for any and all scenarios. Alan goes over how the Retirement 360 Game Plan takes these into consideration when putting a plan together so that it will work no matter what the future holds.

It's not necessarily how much money you have, but how it is implemented in your plan that determines much of its success. Alan and Troy take a look at how money management can help create income and provide for other needs in one's retirement years.

Alan and Troy take a look at three specific areas to watch closely when planning for retirement - income, health care-long term care planning, and taxes. They'll also discuss current headlines and health care trivia.

The current retirement environment is not the same as it was for your parents or grandparents. Today Alan and Troy talk about the changes and newer strategies today's retirees need to put a solid plan together. Troy also goes over upcoming seminar dates in the Louisville area.