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Let’s dump the idea of working forever | Figuring out your Social Security strategy | Building your retirement paycheck | Warren Buffett’s 5/25 Rule
Let’s dump the idea of working forever | Figuring out your Social Security strategy | Building your retirement paycheck | Warren Buffett’s 5/25 Rule

On this week's show:

92% of us are retired by age 75. Can we get you retired earlier? Answering your Social Security questions. You know your payche…

2 years ago

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No pension, no problem. Let’s build one!
No pension, no problem. Let’s build one!

Most of us love the idea of a monthly pension check in retirement. Yet few of us have one. If you don’t have an employer pension, have you discussed …

2 years ago

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Should you plan retirement as an optimist or a pessimist?
Should you plan retirement as an optimist or a pessimist?

Some people plan for retirement focusing on everything that could go wrong. Some people plan hoping the stock market is going to return 10% every yea…

2 years ago

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The Government wants to eliminate the 401(k)!
The Government wants to eliminate the 401(k)!

Most of us save most of our retirement money in a 401(k). Yet two articles popped up this week saying the Government wants to get rid of the 401(k) i…

2 years, 1 month ago

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Could this 401(k) idea change retirement?
Could this 401(k) idea change retirement?

One of the big challenges of a 401(k) is the lack of a pension-like paycheck in retirement. IBM thinks they may have found the answer. Could it work …

2 years, 1 month ago

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A Retirement Lesson from Tom Selleck
A Retirement Lesson from Tom Selleck

In this episode of Retirement Coffee Talk Podcast:

How do you develop income with your 401(k)? IBM thinks they have the answer. Kevin O’Leary has an…

2 years, 1 month ago

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Is the 401(k) getting any better?
Is the 401(k) getting any better?

The 401(k) comes up short in a lot of ways. No income, limited choices, poor performance. Charisse shares ways to overcome some of these problems.

Li…

2 years, 1 month ago

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2024 is the peak of baby boom retirement
2024 is the peak of baby boom retirement

On this week's show:

12 thousand people will turn 65 every day in 2024. Are you ready for retirement? Has the 401(k) made any improvements in the la…

2 years, 2 months ago

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The Hot Stove Lesson of Your 401(k)
The Hot Stove Lesson of Your 401(k)

Your mom told you not to touch the hot stove or you’ll get burned. The government and the financial industry are trying to use the same lesson with y…

2 years, 2 months ago

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Is there a financial crisis coming?
Is there a financial crisis coming?

On this week's podcast:

When the talking heads say there is a financial crisis coming, what does that mean? Taxes in retirement are different than t…

2 years, 2 months ago

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