Episode 49: 5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?

Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement. Is your retirement on track for the honor roll, or are you heading to summer school?  Find out with our free retirement report card.  We will look […]

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” […]

The challenge in building an effective retirement income plan is to use available income tools and tactics in a strategic manner to meet the financial goals of retirement while also managing the risks confronting those goals. The primary financial goal for most retirees relates to spending: maximize spending power in such a way that spending […]

About half of people turning age 65 will require some type of paid long-term care in their lifetimes. Women will need 3.7 years of care, on average, while males will need an average of 2.2 years. The cost of nursing-home care in a private room has passed the $100,000/year mark, and in major urban areas, […]

Our final episode of 2021 is packed with lots of great information about tax tips for the end of the year. But you’ll also learn a lot about what to expect as we head into 2022 and beyond. We’ll discuss the Infrastructure Investment and Jobs Act, tax savings steps for individuals and businesses, plus much […]

You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why…

On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.