Ep 85: Is $1 Million Enough for Retirement?
Subscribe With Your Favorite App Show Notes Having a million dollars saved for retirement isn’t providing the type of confidence that it used to for
Category: Podcast
Ep 84: Annuities, Lump Sum Surpluses, Which Accounts to Max Out – Mailbag Episode
Subscribe With Your Favorite App Show Notes Today’s show is all about answering your financial questions and we have four great ones for you that
Ep 83: 5 Mistakes to Avoid in Your 401k
Subscribe With Your Favorite App Show Notes Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because
Ep 82: 5 Retirement Changes in 2023
Subscribe With Your Favorite App Show Notes The one constant in life is change, and there are frequent changes that you have to be aware
Ep 81: Reducing Investment Risk, Account Split in Divorce, 10-Year Younger Spouse – Mailbag Episode
Subscribe With Your Favorite App Show Notes Today’s episode will be all about your questions as we dive into our mailbag to cover three different
Ep 80: Secrets For Experiencing Satisfaction in Retirement
Subscribe With Your Favorite App Show Notes Have you ever wanted to know the secrets for having a successful retirement? While we all require a
Ep 79: Medicare – Why You Should Review Your Plan Annually & Options to Consider
Subscribe With Your Favorite App Show Notes If you’re on Medicare or will be switching over to it soon, this episode will be extremely valuable
Ep 78: 5 Common Retirement Planning Questions About Taxes
Subscribe With Your Favorite App Show Notes As we approach the end of the year, saving money on taxes becomes a bigger focus for many
Ep 77: Stock Market Update: How We Got Here and Where It’s Headed
Today we’re joined by Ben Sullivan, CFA® and vice president at AE Wealth Management. Ben will share his thoughts about why the market is down, whether we’re heading into a recession, and what could help turn this all around.
Ep 76: Year-End Retirement and Tax Strategy Planning (Part 2)
Just like we prepare our houses and lawns for the winter, we need to do the same for our finances. A lot of financial institutions have a Dec. 31 deadline to take action, so we want to make sure you’re prepared.