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Estate Planning in Retirement: Organization and Communication
Episode 335
By now you know how important estate planning is in retirement. But what is also important is to organize and communicate your wishes to your loved o…
5 years, 9 months ago
Estate Planning in Retirement: Giving to Charity
Episode 334
Many people choose to give to charity as a way to give back to their community. If you are overfunded you may decide to give to charity while you are…
5 years, 9 months ago
Estate Planning in Retirement: Giving to Family
Episode 333
Retirement is often the time when people begin to think more about estate planning. On this episode in the Estate Planning series, we’ll talk about g…
5 years, 9 months ago
Estate Planning in Retirement: The Basics
Episode 332
One important aspect of retirement that not everyone is prepared for is estate planning. People avoid estate planning for various reasons, but a prop…
5 years, 9 months ago
Oh, Behave! Behavioral Finance and Retirement: Investment Management
Episode 331
Do you think your own behavior affects your retirement investment management? If you said no, you may want to think again. The most significant risk …
5 years, 10 months ago
Oh, Behave! Behavioral Finance and Retirement: Retirement Planning
Episode 330
We all have cognitive biases that we have to account for when retirement planning. Although we can never shed ourselves of these biases we can manage…
5 years, 10 months ago
Oh, Behave! Behavioral Finance and Retirement: Life Planning
Episode 329
Life planning is one of the hardest things about retirement. Deciding when to retire can be challenging and is a decision based on more than just mon…
5 years, 10 months ago
Oh, Behave! Behavioral Finance and Retirement: Are You Rational?
Episode 328
This month on the Retirement Answer Man show we are diving deep into behavioral finance. Do you consider yourself a rational person? Most of us think…
5 years, 10 months ago
Setting Your Retirement Assumptions: 5 Rules to Follow
Episode 327
It’s easy to say don’t live your life based on assumptions. But how can we do that in retirement when assumptions are our way of managing uncertainti…
5 years, 11 months ago
Setting Your Retirement Assumptions: Markets
Episode 326
Once again we are tackling your retirement assumptions on Retirement Answer Man. This week we’ll discuss market assumptions. You are modeling 30 year…
5 years, 11 months ago