The Retirement Resource

Today we're going to talk about the top concerns and questions that some of you have asked us about retirement.

 

If you want us to explore one of these topics further, or if your biggest concern was not addressed in this episode, let us know! You can go to AskBeau.com to send us a question, comment, or concern.

 

DISCUSSION TOPICS

How much do I need to retire?

Can I retire on Social Security alone?

Will I pay taxes in retirement?

How much will health care cost in retirement?

What's the best age to retire?

What will my retirement look like?

Will Medicare cover all my medical expenses?

Should I pay off my mortgage before I retire?

When should I start taking Social Security?

What's the best order for me to start withdrawing my money?

How long will my money last?

Should I buy an annuity?

What kind of expenses will I have during retirement?

Should singles plan for retirement differently than couples?

Joe Schum joins us again to talk about the importance of building a Retirement Dream Team. You deserve a that team that supports you and your definition of a RichLife retirement, which may include financial planners, lawyers, accountants, personal trainers, or even life coaches.

We’re moving from the old passive model of retirement planning (which needs to change) to a very proactive model that puts you at the steering wheel of your life.

 

DISCUSSION TOPICS

The ONE thing you need to do when building a team: establishing a foundation of trust.

How you can tell if a service professional is receptive to you and what you want for yourself.

Why your team needs to not just collaborate with you, but collaborate with each other.

 

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

 

Resources:

Download the 12 Steps to a Successful Retirement Checklist at (http://richlifechecklist.com)

Connect with Joe Schum on LinkedIn

 

The Retirement Resource is produced by Podcast Masters.

In celebration of International Women’s Day (March 8th, 2018), we're talking about women in retirement! 80% of the people who live to be 100 are women, so it’s especially important that women inform themselves and become active participants in the retirement planning process.

 

DISCUSSION TOPICS

How increased longevity disproportionately affects women’s retirement plans.

Why women in a relationship need to be a part of all of the retirement planning and investment conversations.

What you need to know about optimizing Social Security.

 

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

 

Resources:

BetterMoneyDecisions.com

BetterFinancialDecisions.com

 

The Retirement Resource is produced by Podcast Masters

I first created The 12 Steps to Retirement success because, in the many phone calls and questions I have received over the years, I saw people focusing on the wrong parts of retirement planning. These 12 steps are all about creating an integrated strategy because if we focus on the right strategy and behaviors, we’re going to be in good shape.

 

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

 

Resources:

Want to assess if you’re prepared for retirement success? Download the FREE 12 Steps to a Successful Retirement Checklist at richlifechecklist.com

We're trained our entire lives to be productive, go to work, do well, set tasks, and accomplish things – and, really, most of that's taken away at retirement. Although we don’t often talk about it, it’s very common for people to grieve the loss of their job because they suddenly lose all of those things.

We want you to know that grieving your job is normal, and help you unpack some of what you’re feeling (or will feel).

We are joined once again by Robert Laura, a retirement activist committed to changing the way people think about and prepare for every aspect of retirement and the Founder of the Retirement Coaches Association.

 

DISCUSSION TOPICS

What disenfranchised grief is.

Why grief in retirement is normal.

How to proactively break the “chains of retirement.”

 

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

 

Resources:

Learn more at RobertLaura.com

Robert Laura – a retirement activist committed to changing the way people think about and prepare for every aspect of retirement and the Founder of the Retirement Coaches Association – joins us to talk about a very important topic: your Legacy.

We don’t just mean your financial legacy (the assets you will pass on), but your values, your beliefs, and stories that are important to you. These are the kind of things that create meaning and fulfillment, and at the end of the day, that's what people are really looking for in retirement.

 

DISCUSSION TOPICS

Why The New Retirement is really a series of retirements, not one single transition.

What your Legacy is (beyond the assets you pass on).

How you can pass on true wealth.

 

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

 

Resources:

Check out (http://legacynotebook.org/)

Learn more at RobertLaura.com

Jared Weiss, President and CEO of NextPhase Financial, joins us to offer his insight into how you can maximize Social Security benefits.

 

DISCUSSION TOPICS

Why your Social Security strategy matters now, not later.

Why it’s critical that you work with an adviser to coordinate benefits when retirement planning.

How much money people leave on the table when they don’t have a Social Security strategy.

How changes to the Social Security rules affect people differently, based on the year they were born.

Two big mistakes that people often make when planning a retirement strategy.

 

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

 

Resources:

Learn more at richlifeadvisors.com

Today we discuss the seven best retirement resolutions for 2018. The New Retirement is about living a life that lights you up, and a big part of that is continuing to grow as a person (as opposed to waiting, reacting, and stagnating). By committing to these resolutions, we believe that you’ll not only grow, but also find more fulfillment and have more fun along the journey.

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

 

Resources:

Learn more at richlifeadvisors.com

 

The Retirement Resource is produced by Podcast Masters

In this episode, Beau is joined by Joe Schum to go over the concepts and vocabulary that you need to know when planning for a successful retirement, and that we will use in this show going forward.

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

 

Resources:

Download the 12 Steps to a Successful Retirement Checklist at (http://richlifechecklist.com)

Welcome to The Retirement Resource, a show for people who want to live an exciting retirement that absolutely lights them up. I’m your host, Beau Henderson, and I’ve spent the last 15 years as a financial professional and coach helping individuals and couples prepare for successful retirement.

I believe that it’s your retirement, and nobody is going to take better care of your retirement than you – I'm just here to help facilitate the conversation and give you some good ideas along the way.

 

Discussion Topics:

The mission, purpose, and objectives of the show

Who this show is for & what you can expect

What “the new retirement” looks like

 

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

 

Resources:

Learn more at RichLifeAdvisors.com

Connect with Beau: Facebook | Twitter | LinkedIn

 

The Retirement Resource Podcast is produced by Podcast Masters