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80% of Us Could Be Making This Retirement Mistake!
There are rules we should follow in life. There are rules we might want to break in retirement. We found one with your 401(k)s and IRAs.
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4Â months, 3Â weeks ago
A New Mindset That Could Change Your View of Retirement Planning | Your Plan or Uncle Sam’s Plan for Taxes? | Options to Make Your 401(k) Work for You in Retirement
On this episode:
Unspent money = unrealized memories. Most of us go right along with Uncle Sam’s plan for your IRA. Why? What to do with your bigges…4 months, 3 weeks ago
Shohei Ohtani Teaches Us a Retirement Lesson
The new Dodgers phenom has structured his pay using deferral. Can you do the same in retirement?
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5Â months ago
A Retirement Lesson from the World Series | What If the Market Goes Against You? | Are You Unlucky or Unprepared? | Options for Your RMD Money
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Retiring into a down market. Are you ready? Uncle Sam says you have to take IRA money at 73. What are your options?Like this epis…
5Â months ago
RMDs and Rollovers: Your 401(k) and Retirement
Your 401(k) is going to take some thought and effort in retirement. Do you rollover to a personal IRA? What is an RMD and what do you need to know? A…
5Â months, 1Â week ago
How Do People Really Spend in Retirement? | Putting the 4% Rule to a History Test | It’s Time for RMD Math | A Life Change That Also Triggers a Change in Financial Advisors
On this episode:
Want to know how much to save? Look at how people spend in retirement. One long retirement rule says if you only spend 4% of your r…5 months, 1 week ago
The Mag 7 and The Suspicious 8
The tech stocks have been holding up the stock market and perhaps your retirement accounts. We found another category that may be holding you back.
L…
5Â months, 2Â weeks ago
What to Do When the Market Headlines Are Flashing Red | Are the New Social Security Fixes Going to Work?
On this episode:
Should you tinker with your risk profile as the headlines change? There are two new ideas on saving Social Security. Will they work…5 months, 2 weeks ago
Newsflash! There Are Lots of People That Are Happy in Retirement Who Didn’t Save Over a Million Dollars
There are all sorts of headlines telling us we need to have 1.8 million dollars to retire. That is turning out not to be true.
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5Â months, 3Â weeks ago
You Don’t Need 1.8 Million Dollars to Have a Great Retirement | You Could Lose Over 11 Thousand Dollars in 401(k) Money Next Year | Why Has the Opinion of Wall Street Changed About Some Financial Products?
On this episode:
70% of retirees say retirement is better than they thought…and very few of these people have over a million dollars. The laws on 40…5 months, 3 weeks ago