Financial discussions and retirement planning can come with many emotions. From counseling couples with differing financial views to providing support during challenging life events such as divorce or medical issues, financial professionals wear many hats, including the role of a therapist. In this episode, Dale discusses the impact of having a financial professional guide you through life’s most stressful moments.
Read MoreWe’re taking a quick break from the Xs and Os of retirement finances today. Instead, we’re going to talk about some other important pieces of forming your retirement lifestyle. Join us as we discuss staying busy, the significance of social connections after you’ve stopped working, and maintaining your physical and mental health throughout retirement.
Read MoreHave you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you’re eligible is the best decision for your financial future? In this episode, we’ll be debunking common myths about Social Security and answering the questions you’ve been curious about.
Read MoreGetting lost while driving in the car or hiking in the woods is kind of like getting lost in retirement planning. It can be tough to find your way without the right guidance and tools. But fear not! In today’s episode, we’re going to explore the most common mistakes people make in retirement planning and share some insightful advice to help you stay on track.
Read MoreIs there really such a thing as having guaranteed income in retirement? Maybe the question is really “guaranteed by whom?” In today’s episode, we are going to talk about some common misconceptions when it comes to income streams and the importance of having predictable income in your retirement portfolio.
Read MoreFor some people, the idea of putting together a financial plan doesn’t sound like much fun, while the idea of building a home sounds like a lot of fun. In this episode we’ll find the similarities in building a strong financial plan and a dream home.
Read MoreWe don’t typically spend much time talking about Medicare before it’s time to utilize it, and it’s easy to get confused about the four parts of the program and what each of them do. Knowing your options and what each part covers will help you make the best decision for Medicare when it comes…
Read MoreIt’s nearly impossible to completely separate emotion from financial decisions. As much as we try, it’s just hard to overcome those human emotions, especially when it comes to fear and money. We took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common…
Read MoreAnother round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. This added a long list of provisions to the original bill that took effect at the start of 2020. Retirees and pre-retirees need to understand what this new legislation means,…
Read MoreAs you approach retirement, you might catch “Sudden Decision Syndrome”. It’s important to avoid making big decisions before retirement so you don’t mess up your plan. In this episode, we will cover some of the things you want to avoid just before or right after retirement. Here’s some of what you’ll learn on this episode:…
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