• What happens if your job ends a few years before retirement?
• How are you supposed to feel about annuities if many advisors can’t agree on them?
• How often should you expect to meet with your financial advisor?
• Another scary pension statistic.

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One of the hardest things for some people in retirement is learning to spend their money and enjoy their life without the fear of running out of money. How can you spend with confidence?

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Do you take all the recession talk seriously and change your investment strategy? What is tax loss harvesting? How do you spend with confidence in retirement? Are employers more open to phased retirement? The biggest concern of retirees after “will I run out of money?".

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The IRS has changed the standard deductions, retirement contribution levels, gifting and more for 2023. We go through the highlights and have a new guide that outlines it all.

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How are interest rates pointing to a recession next year? The IRS has new laws for 2023 about taxes and retirement contributions. How much do you have to save to develop $50k a year in retirement?

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We work hard to create as much retirement income as possible, but with that comes a tax bill. Can you find a balance?

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What does it mean to have a defensive strategy? Have we found the bottom? Don’t be fooled by a bear market rally. Why do people use the swings of the stock market to determine their income? More income, more taxes. Can you get around it? The IRS is changing a lot for 2023.

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• Is there a better way than trying to time the recession and this market?
• With interest rates going up, is there a better place for your cash?
• There are over 3 trillion dollars in Target Date Funds. Is it a good place for your 401(k) money?
• A possible bond replacement for retirement.

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With the Country Music Awards coming up, Charisse took a trip to Nashville and was able to sit down with Jason Aldean.

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When you are taking money from accounts that are dropping in value, it can alter your future retirement outcome. How do you control what you can’t control?

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