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How Do You Create Your Paycheck in Retirement?
How Do You Create Your Paycheck in Retirement?

From the 4% rule to pulling money as you need it, there are a lot of ways to determine your retirement paycheck. What are the pros and cons of each o…

3 months, 2 weeks ago

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The Question Everyone Has No Matter Their Wealth | Are Bonds Out of Favor? | Dealing With Your Biggest Retirement Expense
The Question Everyone Has No Matter Their Wealth | Are Bonds Out of Favor? | Dealing With Your Biggest Retirement Expense

On this episode:

Whether you have $5 million or $500 thousand, everyone seems to be asking THIS question. Interest rates are down. Should you give u…

3 months, 3 weeks ago

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Why the Numbers They Tell You to Save Are Wrong
Why the Numbers They Tell You to Save Are Wrong

When you see the articles that say you need $1.5 million to retire, it can be depressing. There is an important factor these numbers don’t include.


L…

3 months, 3 weeks ago

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Avoiding the Retirement Budget Buster | Your Retirement Decision After a Surprise Job Loss
Avoiding the Retirement Budget Buster | Your Retirement Decision After a Surprise Job Loss

On this episode:

Unexpected expenses will likely happen to you in retirement. How do you include that in your retirement budget?

What happens whe…

3 months, 4 weeks ago

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THIS Is When the Fear of Running Out of Money Starts to Go Away | Things to Watch Out for When Getting an Inheritance
THIS Is When the Fear of Running Out of Money Starts to Go Away | Things to Watch Out for When Getting an Inheritance

On this episode:

The fear of running out of money is widespread. We found the point when that fear nearly goes away.

Taxes, step up basis, taxabl…

4 months ago

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10 Signs You Know It’s Time to Retire
10 Signs You Know It’s Time to Retire

Do you have “retirement fever?” See if you can see yourself in our list.

Like this episode?  Hit that Follow button and never miss an episode! 💬 Enga…

4 months, 1 week ago

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Did This Lottery Winner Make a Bad Decision? | What This DIYer Got Wrong in His Retirement Planning
Did This Lottery Winner Make a Bad Decision? | What This DIYer Got Wrong in His Retirement Planning

On this episode:

Lump sum or monthly payout: What would you choose as a lottery winner? A man who handled his own retirement planning and retired be…

4 months, 1 week ago

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There Are Some Who Spend Confidently in Retirement. What Do They Have in Common?
There Are Some Who Spend Confidently in Retirement. What Do They Have in Common?

JP Morgan did a study and found that people who have lower anxiety and enjoy retirement more…do this.

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4 months, 2 weeks ago

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The Roaring 20s Ended in the Great Depression, Will the 2020s End the Same Way? | What Do the People Who Spend Freely in Retirement Have in Common?
The Roaring 20s Ended in the Great Depression, Will the 2020s End the Same Way? | What Do the People Who Spend Freely in Retirement Have in Common?

On this episode:

There are some strange "coincidences" between the 1920s and the 2020s. But what does that really mean? JP Morgan did a study and fo…

4 months, 2 weeks ago

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She Says, "It Was the Worst Retirement Decision of My Life"
She Says, "It Was the Worst Retirement Decision of My Life"

Waiting to take your Social Security can get you a bigger check. But at what cost?

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4 months, 3 weeks ago

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