Your Money, Your Wealth

Risks Threaten Retirement. Rewire Your Plans - 525


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Tariffs, inflation, healthcare costs... how do you shift from saving to spending in retirement while managing risks like these? Jamie Hopkins is a CERTIFIED FINANCIAL PLANNER® professional, an attorney, and best-selling author of Find Your Freedom and Rewirement: Rewiring the Way You Think About Retirement. He returns to the show today on Your Money, Your Wealth® podcast 525 with Joe Anderson, CFP® and Big Al Clopine, CPA, to share insights on how to rewire your retirement plans. Plus, how should Fred and Ginger in Huntington Beach, California, pay for repairs on their rental properties? How can Peter Lemonjello manage taxes in his early retirement with 72(t) elections, rental income, and an installment sale? Can Calvin and Susie in Lancaster, Pennsylvania, buy an $800,000 beach house - and should they?

Free financial resources & episode transcript: https://bit.ly/ymyw-525

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WATCH the Market Volatility webinar with Joe Anderson, CFP® and Brian Perry, CFP®, CFA from Pure Financial Advisors on demand 

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WATCH How Your Home Can Create Retirement Income on YMYW TV

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Thanks to Million Podcasts for ranking YMYW in several of their "Best of" lists! Read more.

Timestamps:

00:00 - Intro

00:59 - Rewiring Spending and Managing Risk in Retirement with Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®

24:07 - Watch the Market Volatility Webinar On Demand, Download the Recession Protection Guide

24:52 - How Should We Pay for Repairs on Rental Properties? (Fred & Ginger, Huntington Beach, CA)

33:06 - Early Retirement Taxes: 72(t) Timing, Installment Sale, and Rental Income (Peter LemonJello, FL)

44:02 - Watch How Your Home Can Create Retirement Income on YMYW TV, Download 10 Tips for Real Estate Investors

44:33 - Can and Should We Buy an $800K Beach House? (Calvin and Susie, Lancaster, PA)

53:33 - YMYW Podcast Outro

...more
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Your Money, Your WealthBy Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

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