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Are You Set Up to Get Retirement Royalties?
Movie stars and music artists get “royalties” for their past work. Can you do the same in retirement?
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3Â months, 2Â weeks ago
Is the New Vanguard 401(k) Offering a Good Deal? | 4 Things People Want from Their Retirement Plan | 75% of People Try to Do Their Own Retirement Plan. What Do They Usually Miss?
On this episode:
Vanguard is offering a Target Date Fund with an annuity option. What could go wrong? Turns out, retirees want more stability than t…3 months, 3 weeks ago
Should Dividend Paying Stocks Be a Part of Your Retirement Plan?
There are currently record numbers of dividend paying stocks being purchased. Why? Is it something you should look into?
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3Â months, 3Â weeks ago
Should You Pay Off Your House Before You Retire?
Being debt free would be great going into retirement…but will you hurt your retirement prospects by doing it? We discuss good debt and bad debt and h…
3Â months, 3Â weeks ago
Is Retirement the Most Complex Financial Time of Your Life? | If the Market Is Down, Do You Cut Back on the Fun? | How Uncle Sam Has Your 401(k) in a Headlock
On this episode:
Why is retirement so complicated?
In down years in the stock market, does that mean you should cut back on your lifestyle?
Wit…
3Â months, 4Â weeks ago
Don’t Let Money Worries Steal Your Joy in Retirement
On this episode:
The “Tiny Dings” that could become bigger financial problems. A strange disconnect between financial advisors and their clients. Do…4 months ago
3 Things You Can Do with Your 401(k) at Retirement
Your 401(k) may be your biggest retirement asset. What are your options on how best to use it?
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4Â months, 1Â week ago
Charisse Talks with Jonathon Fleece of Empath Health on Memory Loss and Family Support
Join Charisse for a heartfelt discussion with Jonathon Fleece, President and CEO of Empath Health, as they explore gentle ways to support loved ones …
4Â months, 2Â weeks ago
What Oreo Cookies Can Teach Us about Retirement
There are some ideas that look good on paper, but don’t turn out that way in real life. There are plenty of financial products that fit that bill and…
4Â months, 2Â weeks ago
A Retirement Lesson from Oreo Cookies | IRA Rollover Mistakes | Options for Your RMDs
On this episode:
Sometimes the marketing is better than the product. Leaving your IRA in cash after a rollover. Should I use MY plan or Uncle Sam’s …4 months, 2 weeks ago