Retirement Playbook

During this episode, we’re going to closely examine the four phases of retirement and in the final segment we’ll discuss working part-time in retirement.

During this episode, we’re going to look at tax issues to be aware of in 2022 as well as broader tax insights that apply anytime.

In this episode Brock talks about dealing with market volatility with proper planning and asset allocation.

During this episode, we’re going to discuss some potentially wise financial new year’s resolutions that are specific to retirees. We’ll also spend some time discussing financial steps folks may want to take in the decade before they retire.

In this episode Brock talks about what happened last year with markets and the economy and talks about planning for the futue.

During this episode, we’re going to discuss some of the steps you can take right now to purchase everything on your gift-buying list without wrecking your budget and potentially damaging your retirement.

During this episode, we’re going to look at some of the ways the semi-retired — rather than the fully retired — lifestyle may be a step for not only your financial strategy but for your physical and emotional well-being.

During this episode, we’re going to break down the recent news that Social Security’s Cost of Living Adjustment will go up by 5.9 percent in January 2022. We’ll also look at some Social Security and retirement strategies.

During this episode, we’re going to discuss some of the things you may have sitting in your home that your kids and grandkids may want to take off your hands.

On this fiendishly fun episode, we’re going to thrill you and chill you with frightful mistakes that could haunt your retirement.