Jason and Emilia discuss finding the people who connect us to the important relationships in our lives. They also answer questions from one of Jason's recent webinars. 

Click here to read the full article on Charlie Munger:  www.cnbc.com/2019/02/21/95-year-old-billionaire-charlie-munger-says-the-secret-to-a-long-and-happy-life-is-so-simple.html

Jason and Emilia discuss diversifying and asset allocation during your retirement years.

In this episode I interview Jeffrey J. Pritchard, CFP®, CAP® about his new book, 529 Savings Plans for Grandparents Creating a Family Legacy of Higher Education. 

For thirty-five years Jeff Pritchard has worked with some of the nation’s premiere wealth management organizations, advising families how to achieve their multigenerational financial and philanthropic goals.  Jeff holds a Master of Business Administration degree (MBA), is a Certified Financial Planner (CFP) and a Chartered Advisor in Philanthropy (CAP).

He is the author of five other books and has been quoted in publications such as US News & World Report, Trusts & Estates, Money, USA Today, among others.

Jason and Emilia discuss the launch of his revised and updated book, Sound Retirement Planning. 

Jason talks to Tane Cabe about lifestyle decisions on where to retire, and how to us a HECM Mortgage for financing your retirement home.  

To learn more visit: www.retiringright.us

Jason and Emilia discuss designing a great year for 2019. 

Jason and Emilia discuss how a bear market will effect your retirement. 

To learn more visit:CNBC.com-- What's a bear market and how long do they usually last

Jason and Emilia answer retirement questions from a recent live event. 

Jason Parker interviews Kirk Larson who is the Washington public affairs specialist.  They discuss when Social Security is deposited each month depending on your birthday, when you should file an application to start Social Security, and 3 factors to consider when deciding what age to start Social Security.  They also discuss the fact that people born in 1960 or later can only earn 24% in delayed retirement credits, the 2.8% COLA for Social Security, and how to find life expectancy using the Social Security website.

To learn more visit: 

www.ssa.gov

www.ssa.gov- Retirement & Survivors Benefits: Life Expectancy Calculator

www.ssa.gov-Cost-of-Living Adjustment (COLA) Information

Jason and Greg discuss net worth and income in retirement compared to your peers. 

To learn more also visit: 

Federal Reserve Bulletin: Changes in U.S. Family Finances from 2013 to 2016: Evidence from the Survey of Consumer Finances

Bureau of Labor Statistics: A closer look at spending patterns of older Americans