Join us as we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.
Are we on the brink of a retirement renaissance or stormy seas ahead? On this episode, we jump into the pressing issues of Social Security, healthcare, taxes, stock market trends, and long-term care.
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Today we’re going to tell you about the things that everyone will need to take into account when planning for their retirement.
Ever heard of the domino effect? Well, in retirement planning, just one misstep can topple your entire future. Today, we'll explore the key areas that need careful attention to ensure a solid retirement plan.
This show is all about understanding the crucial role of income analysis. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance.
We’re back and busier than ever for our first episode of the newly launched Rockin’ Retirement show. We have a lot to cover in this show with a primary focus on the five big money mistakes that people make in retirement. But we’re also going to address the concern that Social Security is going broke and answer the financial questions you’ve sent us.
Coming up on this edition of Your Financial Mission, we are talking about SDBAs. We will discuss what they are, their benefits, their cons, and how they are used.
There is a lot of noise in the media about bonds currently. Many are wondering if they should stay in bonds, how safe bonds actually are, and what voices they should listen to for advice. Every situation is different, so you should always speak to an advisor.
On this episode, we’re going to share stories with you of times when emotions like fear, greed, and pride led someone astray in their financial decisions. We’ll even cover the role positive emotions like hope and joy play in the retirement planning process.
We all want to stay informed when it comes to investing but it’s more important to make sure the research you’re doing isn’t actually misleading us. Unfortunately, some of the information out there isn’t completely unbiased. Let’s talk about some of the problems with the financial media.
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