Retirement Planning Assumptions to Avoid
In This Video: We often hear people make assumptions about retirement that they end up building a plan around but making a mistake with healthcare,
Tag: medicare
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 58: Mailbag – Gifts to Kids, Long-Term Care, Retirement Age
Today we’re diving into the mailbag to answer questions from listeners just like you. We’re taking questions about retiring prior to the age of qualifying for Medicare, gifting to your kids and grandkids, having multiple IRAs and long-term care.
Ep 52: The Most Important Birthdays for Retirement Planning
You might not pay as close attention to your birthdays as you get older, but there are some ages that you need to be paying attention to. On this episode, we’re sharing the most important birthdays in retirement planning. We’ll take you through some of the key ages, why they are important and what you should be thinking about as you approach retirement.
Ep 16: Test Your Knowledge – Financial Fact or Fiction
How much of what you know or what you’ve heard is true when it comes to financial planning? Join us as we play a little game of fact or fiction when it comes to taxes, Social Security and investments.
Ep 10: 5 Areas to Have Covered to Retire Before Age 65
If you’re planning to retire by age 65, what areas do you need to have covered? We’ll tell you some specific things you need to have ready to go so you can retire by that age.
Understanding 9 Important Ages (& Strategies) in Retirement Planning
If you are age 50 or older, there are some key ages to be aware of that would potentially: Save you money; Allow you to save more money towards your retirement; Increase your income; and reduce your overall tax situation. In this video I cover 9 important ages to be aware of, why the age is important, and strategies that may be available to you at those ages.
Want to Retire Early? 5 Areas to Have Covered
Thinking about retiring early? Looking to get a jumpstart on that “bucket list”? Maybe you are just tired of the workforce and ready for independence. We’ve helped others, just like you, towards that same goal and there are 5 areas that you will want to make sure you have covered if retiring before age 65.
Ep 3: This is Why You Never Assume in Retirement
We often see people make certain assumptions about retirement that just aren’t correct. Let’s explore some of these and discuss why these common beliefs might get you in trouble.