retirement planning

Retirement Questions That Baby Boomers & Gen X Are Asking

Each generation is currently navigating a unique part of the retirement planning experience. With many Baby Boomers preparing for the transition into retirement and Generation X close behind, these two generations are asking a handful of financial planning questions.

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Estate Planning 101

Have you ever considered how you’ll safeguard your financial legacy for the next generation? Today we want to dive into some of the technical aspects of estate planning and the crucial role it plays in retirement strategy.

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How One Overlooked Issue Can Sink Your Retirement

In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom.

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Bouncing Back: Overcoming Investment Setbacks

 Almost everyone has made investment mistakes at some point. Even the most successful investors have regrets about decisions they’ve made in the past. But like everything else in life, it’s all about how you respond to a misstep.

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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 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 35: What To Do as You Count Down the Days to Retirement

If you’re counting down the days until retirement, we have a checklist of things you need to keep in mind. We’ll help you get ready for the big day and make sure you are ready financially and otherwise.

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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 33: Mailbag – Twitter Stock, Private College and Life Insurance

Is now a good time to buy Twitter stock? Should I send my child to an expensive private college? Do I have too much money in the bank? We’re answering these and other questions from our listeners today.

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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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