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Retirement Plan Live: Mature Marriage - Shared Goals
Episode 522
Do you like lemonade? If so, you won’t want to miss out on the lemonade I make on today’s episode.
We’re discussing goals on this episode of the Reti…
2 years, 3 months ago
Retirement Plan Live: Mature Marriage - Mary’s Story
Episode 521
If you’re married, do you have retirement planning meetings? If you’re single do you plan a time to meet with yourself to plan your retirement? What …
2 years, 3 months ago
Retirement Plan Live: Mature Marriage - Mark’s Story
Episode 520
Today you’ll meet Mark–half of our newest case study for Retirement Plan Live. Mark and Mary are a year and a half into their new marriage and are tr…
2 years, 3 months ago
Should I Withdraw from My IRA to Pay Off My Mortgage?
Episode 519
One of our listeners actually has a better mortgage rate than me! However, as they begin to test their retirement budget they have found that the mor…
2 years, 4 months ago
How Can I Reduce the Chances of Running Out of Money in Retirement?
Episode 518
It seems like no matter how much we save we always have that nagging worry about whether it is truly enough.
One of our listeners is looking for ways…
2 years, 4 months ago
The Ins and Outs of Donor-Advised Funds
Episode 517
Have you ever wondered how the subjects from our Retirement Plan Live series are doing now? Did everything turn out okay for them? Find out how Emma …
2 years, 4 months ago
Important Retirement Numbers for 2024
Episode 516
The way does not exist–there is no one correct way to do things. We are all finding our own ways in life and retirement. Working with an agile struct…
2 years, 4 months ago
How Do I Refill My Retirement Income Floor?
Episode 515
Have you been wondering what you’re supposed to do when it comes to refilling your retirement income buckets? So has Michael. In this episode, I’ll g…
2 years, 5 months ago
My Retirement Planner Said No to a Report Request. What Should I Do?
Episode 514
What would you do if your retirement planner said no when you asked them for a report? I’ll address this question and many more on this episode of th…
2 years, 5 months ago
Should I Consolidate My Accounts in Retirement?
Episode 513
If you have different retirement accounts at various brokerage firms, you may wonder whether you should consolidate them. One listener asked me that …
2 years, 5 months ago