Retirement Explained Show

Retirement Explained Show

By RasmussenAdvisors.comBusinessEducationInvestingHow To
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Retirement Explained Show episodes

  • Life Insurance Explained
    On the 56th episode of the Retirement Explained show, I’m discussing an Life Insurance. Life Insurance get’s a bad rap and is often associated with dishonest sales people, however it can be an important part of a well-crafted financial plan and can have a place both in the accumulation stage of life as well as the distribution stage of life.
    31 min
  • Long Term Care Explained
    On the 55th episode of the Retirement Explained show, I’m discussing an investment vehicle called Long Term Care. It’s an insurance product that helps you to deal with costs associated with needing care when you reach the point in life where you might have difficulty clothing yourself, feeding yourself, bathing yourself, etc.
    Approx. half of people will need some care of some kind during their lifetimes and addressing this topic is an important part of constructing and executing a well-designed financial plan, so you’ll love this episode whether you’re a do-it-yourselfer or you work with a financial advisor like me.
    40 min
  • Exchange Traded Funds Explained
    On the 54th episode of the Retirement Explained show, I’m discussing Exchange Traded Funds, what they are, why they’re important, and all of the in’s and out’s of this very popular investment vehicle.
    If you’re like most people, you probably have mutual funds somewhere; whether in your 401(k) or in an IRA so you’ll love this episode whether you’re a do-it-yourselfer or you work with a financial advisor like me.
    16 min
  • Mutual Funds Explained
    On the 53rd episode of the Retirement Explained show, I’m discussing Mutual Funds, what they are, why they’re important, and all of the in’s and out’s of this very popular investment vehicle.
    If you’re like most people, you probably have mutual funds somewhere; whether in your 401(k) or in an IRA so you’ll love this episode whether you’re a do-it-yourselfer or you work with a financial advisor like me.
    26 min
  • How to Retire Early
    On the 52nd episode of the Retirement Explained show, I'm talking to you about how to retire early!
    Typically people retire sometime in their 60s, so today's episode is all about the steps to take when trying to get to your post-work years sometime in your 50s!
    33 min
  • Post-Retirement Budgeting Explained
    On the 50th episode of the Retirement Explained show, I’m discussing how you should be approaching your budget after you retire.
    Budgeting is a super important part of building wealth, reaching your financial goals, and retiring when you want to, but the way you approach your budget will change after you stop working and move onto the next phase of your life.
    43 min
  • The Roth IRA 5-Year Rule Explained
    On the 49th episode of the Retirement Explained show, I’m talking about the five-year Roth IRA rule that is often confusing and overlooked.
    The Roth IRA is a really great investment account to have, but the five-year rule can be tricky to navigate and it’s very important to get it right…like most things, if you do it wrong, there are penalties!
    Whether you’re a DIY’er or work with a financial advisor, this is a great episode that I think you’ll enjoy.
    31 min
  • How to Minimize Social Security Taxes
    On the 48th episode of the Retirement Explained show, I’m talking about tips and tricks that I want you to keep in mind when you’re thinking about paying as little in taxes during retirement and, in particular, about how to minimize the taxes you pay on your Social Security income.
    Believe it or not, you have to pay taxes on the income you receive from Social Security…but there are ways to get around that and I’m giving you all of the information you need to be prepared for it.
    Whether you’re a DIY’er or work with a financial advisor, whether you’re still working or already retired, Social Security is something we are all going to deal with and this is a great episode for you to check out because no matter where you are in life, I’m giving you tools that can help you deal with this TODAY!
    31 min

About Retirement Explained Show

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This is NOT your average financial podcast. We give you honest and unfiltered real talk about important financial topics.