Are you nervous about shifting from saving money to spending it in retirement? If so, you’re not alone. Today we’re sharing five things you need to know about decumulation, or the spending phase of your life.
We’re all guilty of procrastinating from time to time. But today we’ll share some financial matters you want to be on top of and others you can take your time with. From taxes to debt, find out what you need to know about these money tasks.
Are we headed into a recession? That’s the question that’s on a lot of minds. On today’s show we’re going to make sure a recession doesn’t ruin your finances or retirement plans. We’ll also welcome retiree and investor Jim Manning to the show so he can ask questions, which are probably the same questions you have.
Quick Preview In the retirement planning business, we occasionally get some unreasonable requests. We’ll do our best to accommodate everyone’s needs, but sometimes they just
What can we learn from billionaire Warren Buffet when it comes to our finances? He shares some key lessons and advice to keep our money on track for long-term financial success.
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.
There’s enough financial jargon being used that even experienced investors get tripped up now and again. Today we’re going to talk about the investment terms you should know, what they mean and why they’re important to you and your financial future.
Putting together a solid retirement plan isn’t just about dollars and cents. We need to determine what really matters to you. Today’s show is all about why values-based planning is so important.
Volatility isn’t fun. When the stock market is down, it really takes a toll on our emotions. Emotions lead people to do things that could ruin long-term investing results. Today, we’re sharing why you should stay invested.
Low-interest rates, the cost of products going up, underfunded Social Security, and market volatility can really create some murky waters and make financial planning pretty difficult. We’ll share how to get clarity on your finances on today’s show.