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Episode 8: Do You Need a Financial Planner if You’re Still Working in Your 50s and 60s?
In this episode, Laura asks whether she and her husband, both still working at ages 55 and 60, need a financial planner. We’ll discuss the benefits o…
1 year, 8 months ago
Episode 7: Managing Medical Expenses When Working Past Age 65
In this episode, Betsy asks about navigating medical expenses while still working past age 65. We’ll break down how Medicare interacts with employer …
1 year, 8 months ago
Episode 6: How Qualified Charitable Distributions Can Save You on Taxes
In this episode, Lucretia asks about Qualified Charitable Distributions (QCDs) and how they can help reduce her federal income taxes. We’ll explain w…
1 year, 9 months ago
Episode 5: Should Linda File for Social Security Now or Wait?
In today’s episode, Linda asks whether she should file for Social Security at age 63 or hold off until 67 or even 70 by working part-time and drawing…
1 year, 9 months ago
Episode 4: How Future Inflation Could Impact Delaying Social Security
In this episode, we dive into a listener question from Guy, who’s wondering if future inflation could make it beneficial to delay his Social Security…
1 year, 9 months ago
Episode 3: Patricia has 70% of her retirement in a 403(b) and in a 457(b)
In this episode, Patricia shares that 70% of her retirement savings are invested in a 403(b) and a 457(b) plan. We discuss the advantages and potenti…
1 year, 10 months ago
Episode 2: Linda asks for the best way to find a fee-only financial planner.
In this episode, Linda seeks advice on how to find a trustworthy fee-only financial planner. We explore what sets fee-only advisors apart from other …
1 year, 10 months ago
Episode 1: Mary believes her net worth is sufficient for retirement.
In this episode, we dive into Mary's journey toward retirement and explore her belief that her net worth is sufficient to sustain her golden years. W…
1 year, 10 months ago