Preparing for retirement can be daunting, but you’re not alone. Pat’s down-to-earth humor and expertise shines through with his plain English answers to common financial questions. With nearly 25 years retirement-planning experience, and the knowledge gained from writing his best-selling book, Save Your Retirement, Pat educates his listeners on common retirement topics, such as: annuities, health care, Social Security and income planning, tax reduction, and investment planning. Tune in to take the first step towards accomplishing your retirement goals.

If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/story-joe-retiree-preparing-for-worst-case-scenario/id1053921132?i=1000376217082? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!

There are some legitimate retirement rules of thumb that can provide at least some measure of security. For example, the 4 percent rule says you can safely spend 4 percent of your assets every year adjusted for inflation. And the 100 minus your age rule suggests the percentage of your savings you should keep in stocks.

But there are also a lot of misconceptions and rumors about planning for retirement that could cause you to make investment mistakes.

This episode is about setting the record straight on what is fact, versus what is fiction!

If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/nine-different-retirement-myths/id1053921132?i=1000376217084? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!

BREXIT was one of the biggest events to hit Wall Street since 2008. But as of this writing, Wall Street has since recovered and is now at all-time highs.

This week’s show is about highlighting the lessons learned from the BREXIT event. Plus, find out what you can do now to help insulate/diversify your portfolios from the next major market correction.

If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/whats-next-for-the-stock-market-after-brexit/id1053921132?i=1000376217080? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!

This episode is about bridging the retirement income gap. You’ve been focused on saving and investing for retirement your entire career, right? But you’ve given little to no thought as to what you’re going to do with that money once you’ve actually retired.

You’ve saved for retirement. Now what? Do you risk it in the stock market? Are you losing money by parking it in the bank? What other options do you have to generate income in retirement?

If you don’t understand how to make your money work for you in retirement, you could run through your entire life savings in no time at all. This could force you back to work. Or worse yet, cause you to become a burden to your family.

If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/bridging-the-retirement-income-gap/id1053921132?i=1000376217083? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!

This episode is about revealing the 7 hidden land mines that could shatter your retirement. And strategies that could shield your entire life savings! Land mines are lurking around every corner in retirement. And you may not see them coming. So your retirement game plan must take these potential surprises into account.

If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/hidden-retirement-landmines/id1053921132?i=1000376217079? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!

The days of planning for 10 or 20 years of retirement are over. Today, you need a plan that lasts 40 years, if not more! But how do you make your money last that long?

If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/100-years-old-and-thriving-in-retirement/id1053921132?i=1000376217118? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!

Baby boomer’s biggest concern with retirement planning is running out money in retirement. In fact, they fear running out of money more than they fear death itself! And the right annuity can scratch that itch.

This is a great opportunity to breakdown what an annuity is; how they work; the different kinds of annuities; the potential trap doors; etcetera.

If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/the-good-the-bad-and-the-ugly-about-annuities/id1053921132?i=1000376217085? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!

There are 4 hidden investment fees that are robbing you blind. And any single one of them could easily cost you tens of thousands of dollars, and ultimately impact your lifestyle in retirement. In fact, you may not realize you’re being charged for these hidden investment fees because they don’t even show up on a statement.

If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/the-ugly-truth-about-hidden-investment-fees/id1053921132?i=1000371776045? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!

Today we’re living longer than ever before. 1 in 4 65 year-olds will live beyond 90. And 1 in 10 will live past the age of 95! So you need a plan to avoid outliving your savings. Luckily, there are simple income strategies that can produce steady and consistent income,for the rest of your life!

If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/how-to-avoid-outliving-your-savings/id1053921132?i=1000371776043? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!

There are four dangerous assumptions retirees like you can fall prey to at any time. The truth is that any single one of them could wreak havoc on your retirement. Pat and Jen will talk about those four assumptions and their consequences.

If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/four-dangerous-retirement-assumptions-smart-solutions/id1053921132?i=1000371776038? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!