Tag: financial advisor

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.

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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.

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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.

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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.

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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.

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Ep 34: 10 Money Resolutions for 2022

The New Year is just around the corner. Today’s show is all about money resolutions and focusing on what you can control. You can’t control the stock market, but there are some things you can do to improve your financial future.

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