Retirement Playbook

Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

This episode looks at some ways to improve your efficiency and make the most of the time you spend managing your money. Most of us want to be better at managing our money. But it can feel like a time-consuming effort. Budgeting, credit monitoring and more all take time.

The 2020 Social Security cost-of-living adjustment has been announced. What does it mean for you? Will this adjustment keep pace with inflation? Are there costs that are rising faster? This episode looks at some potential answers. Will Social Security even be available to you in retirement?

It can be a dangerous choice to make assumptions when it comes to money, retirement and investing. This episode looks at some false retirement assumptions as well as some things you may assume you know about what happens when the Federal Reserve cuts interest rates.

Everyone makes mistakes. Some of those mistakes happen in the area of personal finance. This episode looks at some common financial fails. Are you guilty of any of these?

There are many expenses in retirement. Will they be what you expect? Are you ready to deal with healthcare costs? Do you really know the fees your retirement account has? How will your family and children impact your retirement expenses? This segment looks at potential answers to all of these questions and more.

Every project requires the correct tools. When building your financial future, you need the right tools to evaluate and analysis your strategy. This episode examines some potential options.

Today we are going to talk about life insurance and how it may benefit you and your retirement. Oftentimes, people don’t know how much life insurance coverage they might need, and also aren’t sure what type would work best for them. In this episode we talk about that to help you answer important questions about life insurance.

Data breaches are all too common. Capital One, Equifax and even your favorite restaurant may have been hacked. What can you do to protect your important information?

What are some basics of life insurance? Is life insurance something that should be considered as a part of your financial or retirement strategy?