walter@thirdwheelmedia.com, Author at Your Life, Your Money Podcast

Ep 105: Paying Off the Mortgage, Convincing a Spouse to Retire, Taxes on Inheritance – Mailbag Episode

In today’s episode, we continue discussing and answering listener questions we’ve received. Scott will answer questions on paying off your home mortgage, navigating retirement discussions with your partner, and leaving behind an inheritance for your children. Listen in as you may find yourself asking a similar question, in a similar scenario, or able to take the strategies discussed to help improve your financial picture!

What Should I Do With My 401k When I Retire?

You’ve been saving into your 401k throughout your working years and now the time has come to retire. This 401k account will likely be your most valuable asset and you’ll soon be cutting checks out of that 401k to create income.

Ep 104: Are You Planning For THIS Retirement Cost?

Effective retirement planning involves not only knowing your sources of income, such as Social Security but also having a clear understanding of the expenses that will be incurred from that income. It’s very important to consider all potential costs to ensure a comfortable retirement. In Scott’s experience, there is one cost that many individuals tend to overlook or underestimate, and that’s what we’ll be discussing in today’s episode.

Ep 103: Eye-Opening Results of the 2023 Retirement Confidence Survey

In today’s episode, we are going to look at the results of the 2023 Retirement Confidence Survey. Join us as Scott unpacks these surprising statistics, shares his takeaways, and reveals the insights they provide when it comes to retirement planning. Whether you are nearing retirement or have already retired, this episode is packed with valuable information.

3 Mistakes to Avoid Planning for Retirement as a Couple

Today we want to share with you three common mistakes to avoid as a married couple planning for retirement.

Ep 102: 7 Pre-Retirement Tax Questions in 2023

Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. In today’s episode, we’ll break down the 7 tax questions that people approaching retirement are asking.

Ep 101: Roth Income Limits, Roth Conversions, Extra Savings And Spousal Social Security – Mailbag Episode

We’re going to dive into some listener questions today! In this mailbag episode, we’ll discuss the contrasts between Roth conversions and Roth contributions and clarify which of these options have income limits. We will also explore what to do if your 401k contributions are already maxed out. We’ll then wrap up with an insightful discussion on spousal Social Security benefits.

5 Social Security Myths to Know Before Filing

In This Video: Before you can make the best decision about when to claim your Social Security benefits, you need to be aware of these

Ep 100: 10 Lessons From Successful Retirees

To celebrate our 100th episode of the podcast, we’re going to share 10 lessons from retirees to help you and your retirement plan. These tips will help you build wealth, reduce stress during the planning process and retire with confidence. So, whether you’re retired or not, this episode will be packed with valuable lessons for folks of all ages.

Ep 99: Is a 401(k) The Right Savings Tool For Retirement?

When it comes to saving for retirement, many people automatically turn to the 401(k) as their go-to account. But is it really the best option for everyone? While the 401(k) is certainly a powerful tool, it may not be the best choice for all your retirement savings. In this episode, we’ll explore the pros and cons of 401(k) plans and introduce alternative retirement savings options that can help diversify your portfolio and provide flexibility for your retirement.

Author: walter@thirdwheelmedia.com