Retirement Explained Show

Retirement Explained Show

By RasmussenAdvisors.comBusinessEducationInvestingHow To
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Retirement Explained Show episodes

  • IRA Planning Mistakes to Avoid
    On the 46th episode of the Retirement Explained show, I’m talking about IRA planning mistakes that I want you to avoid!
    With retirement planning, we most definitely want to make sure we’re measuring twice and cutting once, because if we make mistakes, often there’s no going back!
    This episode is all about the IRA; we’re in the middle of tax season so your IRA should be on your mind and today’s episode is going to be a great help to you!
    37 min
  • Retirement Planning Mistakes to Avoid
    On the 45th episode of the Retirement Explained show, I’m talking about the retirement planning mistakes that I want you to avoid! With retirement planning, we most definitely want to make sure we’re measuring twice and cutting once, because if we make mistakes, often there’s no going back!
    33 min
  • How to Invest for Retirement Income
    On the 44th episode of the Retirement Explained show, I’m talking about how you should approach investing your savings with an eye on turning it into a reliable income stream so you can have the option of not working.
    Investing with creating an income stream in mind is a bit more nuanced than the strategy you might have taken when it came to accumulating your assets and saving your money throughout your working years and on today's episode, I'm going to share and discuss with you the best vehicles for you to do so.
    52 min
  • Steps to Take When Preparing For Retirement
    On the 43rd episode of the Retirement Explained Podcast, I’m talking with you about the steps you need to take to prepare for retirement.
    Typically people fall into one of two categories; they’re either preparing for retirement, or they’re living in it.
    If you’re in the former, this episode is for you! If you’re already retired, I think you’ll enjoy this episode because this has great information that you can share with loved ones that are still working and you can give them tips and advice on what to do as they follow in your footsteps.
    38 min
  • The 2021 Financial Monthly To-Do List
    The 2021 Financial Monthly To-Do List - Episode 42
    On the 42nd episode of the Retirement Explained show, I’m talking about what you should be doing/thinking each month about your finances.
    During each month throughout the year, there are things we can do to make sure we’re being as prudent as possible with our investments and in today’s episode I give you all of the financial planning items you should be thinking about throughout the year.
    50 min
  • How to Avoid Decision Fatigue With Your Financial Plan
    Do you ever stand in the cereal aisle and really look at it? At the endless sea of options, rows and rows of boxes with noisy colors standing at attention. How do you choose? Should you get Fruit Loops or Fruity Pebbles? Maybe you should try Fruity Flakes, or maybe you should get Frosted Flakes, it’s been awhile since you’ve that particular sugar rush while having Tony the Tiger give you a thumbs-up at 7 o’clock in the morning.
    Financial planning and investing is probably more complicated than breakfast cereal and you’re probably more inclined to suffer from decision fatigue when staring down the different decisions you have to make both when considering what you should invest in and how to think about planning your life decades in advance.
    On the 40th episode of the Retirement Explained show, I talk about how you can use cutting edge research from philosophers and psychologists about the way we, as humans, make decisions, and how you can use that to make better and easier decisions whether you’re a do your financial planning yourself, or you work with a financial planner, like me.
    53 min
  • What is Tax Loss Harvesting & Why You Should Be Doing It
    On the 39th episode of the Retirement Explained podcast, I’m talking about an advanced investment strategy called ‘Tax Loss Harvesting’.
    It’s something any good financial advisor is looking to do with their clients and if you’re doing it yourself, you should be looking for opportunities to harvest your tax losses.
    There are some things to watch out for when conducting this strategy and make sure you pay attention to the Wash Sale Rule! It’ll get ya!
    30 min
  • Reasons to Delay Social Security
    On the 38th episode of the Retirement Explained podcast, I’m talking about Social Security and why you should consider delaying taking your benefit.
    It’s one of the most important conversations I have with clients; discussing when they should take their benefit and we typically discuss and look at different scenarios using our financial planning software to determine what is best.
    Like most things in financial planning, the decisions we make today will affect us for decades to come so it’s really important to measure twice and cut once, so to speak.
    On today’s episode I talk about:
    -Don’t look at Social Security in isolation from your other assets
    -Separate the emotions of taking Social Security from your decision making
    -Consider your longevity
    -Crunch the numbers
    -Be realistic
    31 min
  • Five Steps Women Can Take to Improve Their Retirement Readiness (Re-Broadcast)
    On the 37th episode of the Retirement Explained show, it’s Thanksgiving week and I’m revisiting one of our best episodes where I cover steps women can take to better prepare for retirement.
    Believe it or not, women are typically less prepared for retirement than men and while there are some reasons why, I think it’s important to address how women can overcome their obstacles and be as prepared for retirement as possible.
    In this episode, I talk about how it’s important to:
    Maximize contributions before, during, and after work disruptions.
    Get off of the investment sidelines
    Work longer
    Make smart Social Security claiming decisions
    Have a plan for healthcare costs
    I hope you have a great holiday week and hopefully get to spend some time with your family!
    33 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.