Retirement Planning Checklist – Part 1
When do I take Social Security?
How do I handle Required Minimum Distributions?
Do I need Long Term Care Insurance?
Should I position myself more towards income rather than growth as I get closer to retirement?
These are just some of the retirement topics we’ll cover during this show and the next. Listen in.
5 Strategies to Maximize Your Wealth in Retirement -Part 2
Increasing the wealth effect in retirement involves optimizing your financial strategies and making informed decisions to maximize your resources. In this show and the next, we cover several ways to do that:
1. develop clear goals for your retirement
2. establish an investment strategy
3. plan for healthcare expenses
4. prepare for loss of income
5. have an estate plan in place
Listen in.
5 Strategies to Maximize Your Wealth in Retirement – Part 1
Increasing the wealth effect in retirement involves optimizing your financial strategies and making informed decisions to maximize your resources. In this show and the next, we cover several ways to do that:
1. develop clear goals for your retirement
2. establish an investment strategy
3. plan for healthcare expenses
4. prepare for loss of income
5. have an estate plan in place
Listen in.
How to Embrace the Transition to Life Beyond the Working Years – Part 2
Here’s part 2 of our mini-series focusing on creating a seamless transition between the working years and retirement. Just like any new habit or routine, retirement can take a while to adjust to. Listen in if you, like many, are secretly (or even openly) more scared to retire than you are excited.
How to Embrace the Transition to Life Beyond the Working Years – Part 1
Retirement is something most of us are going to do only once. It’s basically breaking the habit of working, of the same routine we’ve been doing for 30-40 years. This is what our comfort zone is until we retire. There’s a psychology behind breaking a habit, a routine or a comfort zone. In this show and the next, we will go over a few tips about how to make the transition between working years and retirement as seamless as possible. Listen in.
4 Marks of a Strong Economy
To piggyback on my previous podcast about the possibility of a recession, I’m dedicating this episode to a discussion about what makes a strong economy. Here are 4 points we will consider:
- low unemployment rate
- steady inflation
- stong consumer confidence
- healthy GDP growth
Listen in.