Are you ready to start taking Social Security benefits? Do you feel knowledgeable on what strategies to put in place to make the most of it or are you falling for some of these common misconceptions when it comes to Social Security?
Everyone has a junk drawer somewhere full of odds and ends that might get so cluttered you forget what you have. We’ll talk about the six financial things you probably have sitting in a drawer somewhere as well and what you need to do to dust them off and make sure they are put to use. Then, J’Neanne talks about student loans and the ripple effect they have in the financial world.
On this all-mailbag edition of the podcast, learn how your Social Security will be taxed. We'll also explore how cash settlements and inheritances could change your retirement.
When teaching my Income in Retirement college classes, there is a section on preservation of capital embedded within the investment strategies portion. In my book, preservation from fraud and theft are even more important discussion topics because the methodologies to separate you from your money are many. And they are often aggressive. In my recent [...]
If you've overcomplicated your retirement plan, then you need to hear this podcast. Discover the dangers of unnecessarily complicating your finances.
We explore a Wall Street Journal article connecting the dots between steak dinners and annuity sales. J'Neanne explains and offers a different strategy.