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: retirement
Ep 94: 5 Expenses Typically Missed in Planning for Retirement
Subscribe With Your Favorite App Show Notes Whenever we first start talking to someone about what they’re going to need for retirement, we usually hear
Am I ready to retire? 10 Point Retirement Checklist
In This Video: Everyone wants to know when they will be able to retire. If it’s not the first question we get, it’s very soon
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
How to Help Reduce Taxes on Required Minimum Distributions (RMDs)
In This Video: There will come a time when every retiree will be required to withdraw money from their retirement accounts whether you’re ready to
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 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 71: Taxes on Inherited Real Estate, Roth Conversions & More – Mailbag Episode
Today we’re diving into the mailbag to answer questions from listeners just like you. We’re taking questions about taxes on inherited real estate, Roth conversions, and saving for retirement with irregular income.
Ep 67: 3 Rules of Thumb You Might Not Want to Follow
There are some great rules out there that will lead you down the path of financial success. But there are also some that, if followed, could derail your financial and retirement plan.
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.