Retirement Made Simple

In this episode of Retirement Made Simple, host Kevin Lum, CFP® discusses the critical decision of when to claim Social Security benefits: at age 62 or 70. Should you take Social security right away or delay.

Tune in as we dive deep into the factors that can impact your financial future, including understanding Social Security benefits, the pros and cons of claiming at different ages, and how to make the right decision for your retirement. Don't forget to subscribe!

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In today’s episode I want to explain one of the most overlooked strategies for both reducing your taxable income and investing for the future.   In fact, I’m going to show you how you can get a tax deduction today and allow the money to grow tax deferred for years and then take out the money tax free.  You can find a list of expenses that qualify for a health savings account expenditure here: https://livelyme.com/whats-eligible/ Also, Lively is my favorite HSA provider because of their investment options and ease of use. I have no financial relationship with Lively I'm just a fan. https://livelyme.com 

Website //  https://foundryfinancial.org

Facebook // facebook.com/retirementpodcast

It seems nearly impossible to find a safe place to park your cash with decent returns. In this episode I'm going to walk through three places you can park extra cash that pay up to 1000% more money than your local bank.

The IRS recently disallowed a charitable donation, because the donor was missing just a few simple words. And it turns out a lot of donors are making the exact same mistake. In this video I'll walk through the mistake a widow made that cost her a $464,000 tax deduction because her tax paperwork lacked a few key words and tell you how to avoid the same mistake. We'll walk through the key things you need to know whether you're contributing $500 or $500,000.00.

On this episode, we talk with Fari Gonzaque of Transformations by Fari about staying healthy and active in retirement. Fari has been a fitness coach for over 30 years.

In this episode we explore the question of whether we're headed for a recession along with practical tips for handling a market downturn and economic slowdown. 

In this episode, I recap an email I wrote to our clients about current market volatility and also give my thoughts on the future of the market.