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The 5 Most Important Parts of a Successful Financial Strategy

Episode 100

In this episode of Ready for Retirement, we’re talking about the 5 most important parts of a successful financial strategy. 

Questions Answered: 

What …

4 years ago

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Should I Take My Pension as an Annuity or Lump Sum Rollover?

Episode 99

In this episode of Ready for Retirement, we’re talking about pensions and how you should take your pension when you retire.

Questions Answered: 

Should…

4 years ago

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Should I Prioritize Health Insurance Subsidies or Roth Conversions?

Episode 98

In this episode of Ready for Retirement, we’re talking about how to know whether you should prioritize health insurance subsidies or Roth conversions…

4 years, 1 month ago

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How to Manage Roth Conversions Before Taxes Increase

Episode 97

Our topic on this episode of the Ready for Retirement podcast is about how to manage Roth Conversions before taxes increase.

Questions answered: How c…

4 years, 1 month ago

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How Do I Know if I Should Purchase Long-Term Care Insurance?

Episode 96

Our topic on this episode of the Ready for Retirement podcast is about understanding if you should buy long-term care insurance.

Questions answered: S…

4 years, 1 month ago

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Why a Monte Carlo Analysis Is Not a Financial Plan

Episode 95

Our topic on this episode of the Ready for Retirement podcast is about why a Monte Carlo analysis is not a financial plan

Questions answered: What is …

4 years, 1 month ago

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Should I Invest In a Tax-Deferred Annuity Instead of a Brokerage Account?

Episode 94

Our topic on this episode of the Ready for Retirement podcast is about the differences between investing in a tax-deferred annuity and a brokerage ac…

4 years, 1 month ago

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Should I Invest in iBonds Paying 7.12%?

Episode 93

Our topic on this episode of the Ready for Retirement podcast is about the recent iBonds paying 7.12%.

Questions answered: Should you invest in iBonds…

4 years, 2 months ago

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Key Planning Points to Consider When Retiring Before 65

Episode 92

Our topic on this episode of the Ready for Retirement podcast is about the key planning points to consider when retiring before age 65.

Questions answ…

4 years, 2 months ago

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How to Plan For Varying Withdrawal Needs In Retirement

Episode 91

Our topic on this episode of the Ready for Retirement podcast is about planning for varying withdrawal needs in retirement

Questions answered: Where s…

4 years, 2 months ago

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