Retirement Strategy

Countdown Clarity: Timing Your Retirement Preparations

From figuring out the right time to be debt-free and when to adjust your portfolio risk, to deciding when to plan for your Social Security benefits or healthcare coverage, this episode guides you through the ideal timeline for each.

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Ep 52: Retirement Expenses For Which You Forgot To Plan

  We’re willing to bet there are some retirement expenses that you may have forgotten to plan for. But don’t worry, we’re here to help you see the things you might initially overlook. If you’re preparing for retirement, we want to make sure you feel confident that you have every expense taken care of. There…

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Ep 51: The Incomplete Financial Plan

  Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they’ve missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete….

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Ep 49: Back To Basics – Understanding Income Planning

  Do you understand the basics of income planning? It’s important that you know this topic well and understand how it fits into your overall retirement plan. Why is income planning so important for retirement? We’ll share the 10 states where $1 million in retirement savings will run out the fastest, which will show you…

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Ep 40: Should You Follow These Popular Retirement Rules of Thumb?

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray.

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Ep 38: Where Crisis & Opportunity Meet

Sometimes in life you hit a financial crossroads of crisis and opportunity. We’ll explain how to find the good when bad times are happening.

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Ep 36: Can You Get An A+ On Our Retirement Planning Quiz?

How prepared are you for retirement? Do you know how much income you’ll need and what retirees fear the most? Today we’re testing your knowledge to see if you have what it takes to retire successfully.

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Ep 34: Can I Retire at 55?

Can I retire at 55? We get this question a lot, especially with the recent trend of people trying to retire earlier. Most people don’t know if they can retire early, but we can help.

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Ep 32: How Fear and Pessimism Sell

Financial media often uses fear and pessimism when reporting. It drives ratings and sells. But watching too much of that could be harming your financial peace of mind.

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Ep 29: Home Run Retirement – How Baseball Principles Also Score Financial Runs

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of base-ball’s most basic principles can also lead to financial success in your retirement portfo-lio. So, grab your peanuts and crackerjacks and let’s take the financial field.

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