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
Tag: retirement planning
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.
Ep 75: Lending Expert Shares Tips for Financing Homes
Buying a home is often the largest purchase someone makes over the course of their lifetime so finding ways to do that as efficiently as possible could really benefit you financially in the future. Today we’re talking with Michael Bischof, regional vice president for mortgage lending at Guaranteed Rate, to get his expert tips and insight into financing your next home purchase.
Ep 74: Year-End Retirement and Tax Strategy Planning
Are you prepared for year-end and tax strategy planning? This puts you in the best position possible before the end of the year to help maximize your retirement and minimize your overall tax burden.
Ep 73: Irreversible Retirement & Financial Decisions
There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.
Ep 64: Transitioning Into Retirement… A Retiree’s Words of Wisdom
What does the transition into retirement look like? On today’s episode, Jim Manning will share his retirement story and the lessons he’s learned along the way.
Ep 63: 10 Market Reminders – Don’t Let Emotions Ruin Your Retirement Plan
There’s no better time than the present to remind ourselves of some good investing fundamentals and themes that we see in the market. Right now, your emotions might be high due to the market being down, but we’ll explain how to handle the rollercoaster ride.
Ep 62: Sorting Out What’s Important About Legacy Planning
Most people realize that it’s usually best to have an estate-planning attorney helping them with their estate plan, but it’s also important for the financial advisor to be part of that conversation. On this episode, we’ll explore the role an advisor plays in the estate and legacy planning process and uncover some of the basic mistakes people often make when trying to sort all this out on their own.