The Retirement Huddle

Delayed gratification is a difficult skill to master and that's just as true with financial matters as it is in the other areas of your life. Let's talk about some instances where you might be faced with a choice of being satisfied now or satisfied later.

What we discuss in this episode:

2:09 – Budget vs. 401k match

4:22 – Tax deductions

6:33 – Social Security

Read more and get additional financial resources here: http://retirementhuddle.com

What can basketball star Shaquille O'Neal teach us about retirement planning? Quite a bit. Let's examine some of his famous quotes and how they can apply to your life.

What we discuss in this episode:

0:46 – Seeing Shaq

5:05 – Excellence

7:15 – Taxes

8:59 – Stats

11:02 – Motivation

Read more and get additional financial resources here: http://retirementhuddle.com

What we discuss in this episode:

1:05 – Retirement dreams

2:41 – Financial inventory

5:24 – Income plan

6:54 – Professional help

Read more and get additional financial resources here: http://retirementhuddle.com

We often hear people try to make excuses or explain away some of their questionable financial decisions. On today's show we'll explain why these excuses usually don't hold water.

Read more and get additional financial resources here: http://retirementhuddle.com

What we discuss in this episode:

1:08 – Social Security

5:44 – Too much risk

8:06 – Too much cash

10:24 – No idea about investments

11:59 – Leaving an advisor

Anytime the market is turbulent, people react in various ways. So, how should you handle rough periods in the market? We'll share how to handle these tumultuous times

Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-44-how-to-should-you-handle-market-volatility/878/

What we discuss in this episode:

1:04 – Over trading

3:48 – Panic

5:47 – Head in the sand

6:48 – Extreme confidence

8:07 – Market timing

We often talk about the importance of not leaving a 401k with your old company after you no longer work there. But what are the main benefits of rolling an old 401k into an IRA? We'll explain on today's show.

Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-43-rolling-over-your-401ks-into-iras/859/

What we discuss in this episode:

1:00 – Benefits of rolling 401k

4:08 – Tax implications

5:12 – Options while working

6:46 – Matching funds

7:30 – What investments?

As financial professionals, there are things that we wish everyone knew and understood about the financial industry. Today we are going to share some of the tricks that sometimes get played and how to spot them.

Read and get additional financial information: https://retirementhuddle.com/podcast/ep-42-what-we-wish-you-knew-about-the-financial-industry/841/

What we discuss:

1:01 – Financial marketing

4:16 – Fees

6:34 – Risk potential

9:04 – Tax implications

Mister Rogers left us a treasure trove of inspirational quotes during his 31 years on TV. Did you know that a few of them have some solid financial and investing wisdom hidden inside?

Read and get additional financial information: https://retirementhuddle.com/podcast/ep-41-financial-wisdom-from-mr-rogers/826/

What we discuss:

2:15 – Truth about ourselves

3:41 – Periods of losing

5:43 – At the beginning

7:10 – Time and choices

Psychologists have determined that retirement is the 10th most stressful event that you can experience in life. Today we're sharing some ways to proactively deal with that stress.

Read and get additional financial information: https://retirementhuddle.com/podcast/ep-40-how-to-deal-with-financial-stress-in-retirement/814/

What we discuss:

2:58 – Lifestyle changes

4:58 – New challenges

7:03 – Keep options open

8:54 – Sense of perspective

10:17 – Contact Mark Howard

Some people need a reality check when it comes to understanding their retirement. You might picture yourself retired on a beach or a boat, but it might be time to check your dreams.

Read and get additional financial information: https://retirementhuddle.com/podcast/ep-39-retirement-reality-check/801/

What we discuss:

0:55 – Manage expectations

3:01 – Changing expenses

5:21 – Changing game plan

6:53 – Financial planning help