Nate discusses some myths surrounding annuities and attempts to shine more of a balanced explanation of when they could be a useful tool during retirement.

Millennials want to retire at 50, but aren’t saving nearly enough, and studies show that a lot of people plan to work in some fashion in retirement. Sources: NY Times, CNBC

Nate discusses the recent student loan forgiveness and what that could mean for your retirement. Sources: Kitces.com Note PD Best Colleges NCES.ed.gov

Nate discusses 5 specific tax strategies to help retirees lower their overall lifetime tax liability, and gives examples of combining strategies to make an even bigger impact on your tax bottom line.

Nate discusses a couple articles and gives his perspective on a survey of over 1000 American adults and shares his thoughts on doing a cash out refinance of one’s home. Sources: kitces.com - Weekend Reading for Financial Planners July 30-31 kitces.com - Consumers are Keeping More Cash on the Sidelines

Josh asks Nate his opinion on a variety of financial and retirement topics. Key takeaways and questions:

• Savings for college in a 529
• Do I need life Insurance?
• Should I sell mom’s house before she goes into a nursing home?

Source: ThinkAdvisor

Nate gives perspective around bear market declines to help give peace of mind for investors today. Key takeaways:

• Is a recession coming?
• When does a market enter a bear market?
• How often to bear markets happen?

Source: Hartford Funds

Nate and Richard discuss several aspects of retirement including midlife financial crisis, keeping a schedule even when retired, and ways to discern whether or not the information that you find online could be biased. You can follow Richard on Twitter and LinkedIn! Check out Richard's podcast, Friends Talk Money, available on Apple Podcasts. You can also Richard's Marketwatch Blog: The View from Unretirement

Nate & Don discuss why your identity is not defined by what you get paid to do.   Key takeaways:

• What is an actuary?
• “Life Two” Book
• Working in retirement
• How do figure out “what to do” in retirement
• Fear of running out of money
• Short term vs long term happiness

Nate and Ashton discuss some of the challenges surrounding Ageism, and what people can do to bring more awareness to it, and decrease it’s affects in your life.

Click here for Ashton's Book, This Chair Rocks

Other sites: 

www.oldschool.info

https://thischairrocks.com/

Key takeaways:

• Social Movements
• Ageism – Age Liberation Movement
• Building a more equitable world