This week I share 5 things that you need to be doing 5 years before retirement. These are things that will help you have the most successful and fulfilling retirement.

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We all think stocks are risky because they are volatile. "Oh no! My account is down 25%, I'm losing all of my money!!"

Well, today let's have an honest conversation about risk... I want to flip this idea of risk on its head and share my thoughts on what risk really is and what it isn't.

Enjoy the show!

We are all curious if we have enough saved to retire. What most people don't do is dig into the details of their savings to see how strategically positioned they are to successfully retire.

In this week's episode of Retirement Answers, I walk through a case study from a recent question I received. Be sure to listen in to hear about some of the questions I think about and ask as I evaluate someone's ability to retire.

Enjoy the show!

What if I told you your retirement plan is wrong? Initially, probably wouldn't be very comforted to hear that, but I'm here to tell you that it's okay!

The simple reality is that we have no way of knowing the future, so all of our retirement plans will be wrong.

In this episode of Retirement Answers, I share why it is okay to have an incorrect retirement plan and why having a plan is still very important.

Enjoy!

Another big change from the SECURE ACT 2.0 is coming in 2024... This time it has to do with catch-up contributions for everyone 50 or older.

Tune into this episode of Retirement Answers to learn everything you need to know about this rule change.

Enjoy the show!

Last week on Retirement Answers I shared what annuities were and how they worked.

Well, this week I am sharing 6 reasons I do not like annuities and why I think they are not the best investment option for most investors. I hope you enjoy the show.

Ahhhh... Annuities.

We have all heard of them, but do we really know what they are and how they work? the reality is that most people don't truly understand them and it's not their fault. These products are really confusing with a lot of moving parts.

In today's episode, I explain some of the basics that you should know about annuities. Be sure to tune in next week for Part 2 of this series where I will share the biggest pitfalls of annuities and why I'm not a fan of them.

Enjoy the show!

As a financial planner, I have heard it all when it comes to investing...

"My friend said this company was about to go crazy!"

"Did you see what they said on the news?!"

But rarely do people make money on those hunches... In today's episode, I share 5 common investing mistakes I see and how to avoid them.

I hope you enjoy the show!

One of the biggest decisions you will make in retirement is when to take Social Security! I have found that understanding how Social Security taxation works is important to your overall retirement plan.

In this episode, I talk through how Social Security is taxed and share some ideas around why this is important to consider. I hope you enjoy the show!

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