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.

Continuing their deep dive into investment planning, Ken and lori take a much closer look at the details inside of the three major asset classes, cash, fixed income assets, and equities.

Ken and Lori begin to explore an extremely important pillar of any retirement plan; investment planning.

Ken Heise discusses some potential strategies that could address some of the retirement income roadblocks discussed in the first three episodes of this series.

In this episode, Ken and Lori continue their deep dive into income planning, this time focusing on some complex topics such as sequence of returns risk, and reverse dollar-cost averaging.

The second in this series of episodes looking into income planning in retirement, Ken and Lori discuss combatting 2 of the 4 biggest potential pitfalls that can damage an income plan, rising inflation, and longevity risk.