Is 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 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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On this episode, we’re going to look at the many of the similarities between health and finance and discuss what we can do to fix those unhealthy habits.
Read MoreThere are a lot of things in life we can’t predict, but we have to plan for them anyway.
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Overconfidence in financial planning can cause a lot of issues. It’s best to meet with a financial planner to keep you level-headed and informed on an expert’s opinion.
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Managing finances create plenty of stress each day so let’s take some time to add a little humor to the conversation. Today we’ll tell a few financial planning jokes and see what lessons we can learn along the way.
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Is it okay to start Social Security before you retire? What about life insurance as a way to generate retirement income? We answer these questions plus a couple more that listeners have sent into the show.
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Some investment options shouldn’t be anywhere near each other because they have totally different goals. Let’s apply the popular social distancing phrase to our finances and look at four situations where these products need to stay separated.
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