Retirement Playbook

During today’s episode, we’re going to discuss financial new year’s resolutions that may help you enjoy more financial security in 2021, along with a fun twist at the end of the show.

During today’s episode, we’re going to look at ways you can adjust your financial strategy and strategies to make 2021 a great year. In the final segment, we’ll discuss what snowbirds need to do before they head off for warmer climates.

During this episode, we’ll look at the steps people who are very close to retirement may want to take to ensure their financial strategies are as solid as possible so they leap into retirement with optimism and confidence.

During this episode, we’re going to look at some of the common financial fears that people nearing retirement often experience and how they can be overcome. In the final segment, we’ll discuss how you can develop a savings target for retirement.

During this episode, we’ll be discussing how you can build an legacy plan or adjust your current plan to better reflect your needs during the coronavirus pandemic. We’ll also look at some more general financial decisions that may make sense during the pandemic.

There are a lot of different aspects to a solid financial plan that will work to maximize your savings for retirement. In this episode Brock welcomes Jason Lee and they discuss Medicare, Social Security maximization and asset allocation with tips and strategies to possibly help you keep and save more of your money.

During this episode, we’ll discuss how fall is the perfect time to assess your current finances to determine if your current budget is meeting your needs. We’ll also look at ways you may be able to save a few bucks on your holiday shopping.

Do you have questions about Medicare? This episode looks at each of the different parts of Medicare: Part A, Part B and gives you tips and strategies for your Medicare and healthcare planning.

During this episode, we discuss the various pros and cons of living full-time in an RV after you retire. For many people, life in an RV can be a grand adventure but there are potentially significant drawbacks.

During this episode, we’ll discuss various retirement savings tools that might be a good fit for your overall financial strategy, whether you work for someone else, own a small business, or are otherwise self-employed.