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The Latest Retirement Problem: People Are Scared to Spend | Is One Month Better to Retire Than Another? | What is Your “Cash on the Sidelines Fund” Used For?
On this episode:
The fear of running out of money is resulting in people not enjoying their retirement. Picking your retirement date. Is there a per…11 months, 3 weeks ago
Reasons to Consider an IRA-to-Roth Conversion
You may have heard your 401(k) or IRA referred to as “A Tax Time Bomb.” We found one 90-year-old who is experiencing it and we discuss ways to avoid …
11Â months, 3Â weeks ago
The Magic Savings Number for Retirement Has Dropped! | A 90-Year-Old Runs into a Huge Tax Problem! | Studies Show if You Do THIS, You Will Have More to Spend in Retirement
On this episode:
For the first time in memory, the number you need for retirement has dropped! Why? This 90-year-old missed a simple tax move that i…11 months, 4 weeks ago
IRA Conversion Alert
We go through some of the mistakes people make when moving money from an IRA or 401(k) to a Roth. We also share a story of a 90-year-old who choose n…
1Â year ago
Will Falling Interest Rates Affect Your Retirement? | Does the 'Warren Buffett Way' Still Work? | The #1 Thing People Want from Their Retirement Plan
On this episode:
Should you be building up your cash reserves?
The MVP of your Retirement plan.
Things to watch out for in an IRA-to-Roth rollo…
1Â year ago
Are You Spending Enough in Retirement?
We may not have a saving problem; we may have a SPENDING problem. Let’s give you the confidence to spend MORE!
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1Â year ago
Don’t Miss This Essential Retirement Strategy
Many people get to retirement saying…I wish I had done this.
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1Â year ago
Where Would You Rather Play: Vegas or the Stock Market?
How do the odds of success compare: Vegas or the stock market? You may be surprised.
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1Â year ago
Why are People Going Back to Work in Their 70s? | What May Be Holding Back Your 401(k) Performance | Deciding When to Start Your Social Security Check | The Greatest Gift the Government Has Given Us in Retirement Planning
On this episode:
Most of us want to retire and most of us want to STAY retired. Why are people going back to work in their 70s?
Diving into your …
1Â year ago
Bill Murray and His Brothers with Retirement Advice
Each year, Bill Murray and his brothers sponsor a golf tournament in St. Augustine. We’ve been able to sit down with them for a lot of fun interviews…
1Â year ago