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The Five Golden Rules of Retirement Planning
We go through the Kiplinger "Five Golden Rules of Retirement Planning", including knowing your “L”s.
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8Â months, 1Â week ago
Will Lower Interest Rates Affect Your Retirement? | Figuring Out Your Five “L”s of Retirement | What to Know About the Medicare Open Enrollment
On this episode:
Should you care about interest rates? Should you follow the billionaire’s retirement advice? The Medicare window opens soon. What d…8 months, 1 week ago
7 Long Time Retirement Rules We Give You Permission to Break
If you start to Google "retirement", you will see a lot of "rules of thumb". We list seven of them that may not apply anymore.
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8Â months, 2Â weeks ago
Are You Missing the Obvious in Your Retirement Plan? | 7 Retirement Rules That Are Now Outdated | Your 401(k) Target Date Fund May See Changes Soon
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You may have saved well and feel ready to retire. Are you missing something? Some longtime retirement rules that you can trash. IPO…8 months, 2 weeks ago
Medicare Season: What You Need to Know!
Charisse dives into the upcoming Medicare window, opening October 15, discussing the potential rise in premiums and the importance of evaluating your…
8Â months, 3Â weeks ago
You Don’t Need a Million Dollars to Retire | What to Consider When You Inherit Money | The Medicare Window Opening Soon: Do You Need to Make a Move?
On this episode:
Only 3% of people have saved $1 Million for retirement, meaning a lot of people are retiring successfully on less. The different as…8 months, 3 weeks ago
Vanguard Says Pull Way Back on Risk. Are They Right?
Vanguard is looking 5 to 10 years into the future and seeing bad things for the stock market. Should you pull way back on risk?
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8Â months, 4Â weeks ago
Vanguard has a warning about the stock market | Is your 401(k) secretly loaded with fees? | Something many financial advisors are using now that they never used before.
A warning to pull back on risk in the market. Too many fees and too little performance. Does that describe your 401(k)? A new retirement risk to look…
9Â months ago
Are There Parts of Your Retirement Portfolio That Are “Over-Stuffed”? | How Much Does an IRA-to-Roth Conversion Help | A Major Corporation Slashed It's Dividend: Is This a Trend?
 On this episode:
An old financial practice is making a comeback.
What are the benefits of converting IRA money to Roth?
Retirees aren't buying …9 months, 1 week ago
Should We Follow Warren Buffett’s Current Investment Strategy? | A Retirement Lesson from George Carlin | The One Question You Should Ask Yourself BEFORE You Retire
On this episode:
Warren Buffett is pulling back from the stock market. Should you? We all need a place for our stuff. Is all your financial stuff in…9 months, 1 week ago