The Bull and Bear Show

During this show, we’re going to look at why many Americans may be afraid of retirement and strategies you can use to help avoid that fear.

Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.

In this episode, we'll delve into the common retirement regrets people experience and provide practical strategies to avoid them. Discover how to set realistic financial goals, diversify your investments, and plan for unexpected expenses to ensure a fulfilling and worry-free retirement.

Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worry-free retirement.

As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.

During this show, we’ll first consider whether age 95 is still a good target age to build a retirement strategy around before considering some steps to prepare your finances for retirement.

During this show, we’re going to look at five possible Social Security steps for couples as well as basic Social Security elements that everyone should know.

During this episode, we’re going to highlight the steps you should take each year as part of your 10-year retirement checklist.

On this show, we’ll discuss retirement magic numbers and what it would mean to have two million dollars and five hundred thousand dollars saved for retirement.

During this show, we’ll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We’ll also highlight limiting taxes on retirement withdrawals.