Ken and Lori discuss five elements of Yoga that are particularly useful for personal wealth.

What are my Estate Planning options?

Healthcare can be a large expense in retirement. And some people delay retirement because they are concerned about the cost of healthcare. Ken and Lori look at three phases:

1. Covering healthcare expenses from retirement date to age 65

2. Medicare at age 65

3. Long-term care

Tax planning is an important part of preparing for retirement. On this episode, Ken talks about four different buckets your money can be in, and the importance of knowing exactly which buckets your retirement assets are in.

Ken and Lori begin discussing tax planning, and how it can be vitally important for retirees to know how taxes will effect their retirement accounts.

In this episode Ken and Lori discuss risk management in retirement, and how emotions can get in the way of making wise investment decisions.