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Avoiding big losses when the market turns negative | What is the average monthly spend in retirement? | Are you missing out on your share of 3.4 trillion dollars?
Avoiding big losses when the market turns negative | What is the average monthly spend in retirement? | Are you missing out on your share of 3.4 trillion dollars?

On this week's show:

When the stock market starts to go negative, how do you avoid being victim of that downward momentum? Things that are worth spe…

2 years, 1 month ago

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Four Options for How to Use Your 401(k)
Four Options for How to Use Your 401(k)

Cash it out, roll it over, convert it. Your 401(k) has a number of options in retirement. What are the pros and cons of each one?

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2 years, 1 month ago

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Tax Talk: IRAs, 401(k)s, and more
Tax Talk: IRAs, 401(k)s, and more

On this week's show:

Your IRA: How does it help your tax picture and how many should you have? Is it possible to be TOO conservative with your inves…

2 years, 1 month ago

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Ask Charisse: Being Smart About Taking Money Out of Your 401(k)
Ask Charisse: Being Smart About Taking Money Out of Your 401(k)

In our Ask Charisse segment, we talk about taking money out of your IRA or 401(k).


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2 years, 1 month ago

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Our response to: Retirement is stupid!
Our response to: Retirement is stupid!

On this week's show:

One conservative talk show host declared that "Retirement is Stupid". We have another viewpoint. You think airline baggage fees…

2 years, 1 month ago

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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, 2 months 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, 2 months 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, 2 months 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, 2 months 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, 3 months ago

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