Questions That Often Go Unasked About Retirement
How Money Works5 Joulu 2024

Questions That Often Go Unasked About Retirement

As we journey through life, certain questions about retirement and financial planning often go unasked until it's too late. On this episode, Craig is joined by Cameron Moser to shed light on these critical issues, offering perspective on the financial challenges that come with aging.

The discussion will cover the realities of downsizing, tax implications after the loss of a spouse, and the importance of planning for long-term care. With insights from over 35 years of experience, Craig shares personal anecdotes and expert advice to help you navigate the complexities of retirement planning. Join us for a conversation that highlights the importance of preparing for the unexpected.

Here's some of what we discuss in this episode:

  • Downsizing and decluttering in life, from your home to your finances.
  • Tax and other financial considerations when one spouse passes away.
  • The reduction in Social Security income after one spouse dies and how to plan for that.
  • Turning your savings into something that produces income.
  • Making sure that your kids are on board with your long-term care plans.

Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/

Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(141)

Is DIY Financial Planning Costing You?

Is DIY Financial Planning Costing You?

Doing it yourself feels empowering, until the margin for error disappears. Craig and Jennifer look at why many people stick with a DIY financial approach longer than they should, and how retirement qu...

5 Helmi 25min

Navigating Financial Changes in 2026: Retirement, Taxes & Medicare

Navigating Financial Changes in 2026: Retirement, Taxes & Medicare

Craig and Jennifer dive into the key financial updates for 2026 and how they can affect your retirement. They discuss Social Security COLAs, Medicare premium increases, new tax deductions for seniors,...

15 Tammi 24min

Retirement Sabotage: The Mistakes That Add Up

Retirement Sabotage: The Mistakes That Add Up

Most retirement mistakes don't happen all at once; they happen quietly and over time. In this episode, Craig and Jennifer walk through the most common ways people unknowingly sabotage their retirement...

31 Joulu 202526min

Taking Out the Financial Trash in Your Retirement Plan

Taking Out the Financial Trash in Your Retirement Plan

As retirement gets closer, the small financial issues you've ignored can start to pile up fast. In this episode, Craig walks through the most common "financial trash" people carry into retirement, and...

18 Joulu 202526min

Safeguard Your Legacy: Avoiding Common Errors in Estate Planning

Safeguard Your Legacy: Avoiding Common Errors in Estate Planning

It's easy to avoid thinking about the realities of aging and the challenges it can bring. But, overlooking the true costs of healthcare and assistance can leave even the best financial plans vulnerabl...

4 Joulu 202525min

How Money Works: Planning, Fables, and Real-Life Finance

How Money Works: Planning, Fables, and Real-Life Finance

The stories we believe about money often shape our choices more than the numbers do. In this episode, Craig and Jennifer explores these "financial fables," using real-life situations to reveal how hid...

20 Marras 202523min

You Made It to Retirement… Now Don't Screw It Up!

You Made It to Retirement… Now Don't Screw It Up!

You've worked for decades, saved diligently, and finally reached retirement, now comes the hard part: not screwing it up. Craig and Jennifer share the most common post-retirement mistakes people make ...

6 Marras 202520min

The Retirement Road Trip: Don't Drive Without a Plan

The Retirement Road Trip: Don't Drive Without a Plan

Most people will spend hours planning a vacation: researching routes, mapping stops, and budgeting for the trip. But when it comes to retirement, many people set off without a roadmap. Today we'll use...

16 Loka 202525min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
rss-oivalluksia-rahasta-elamasta
rss-rahapodi
mimmit-sijoittaa
rss-lahtijat
rss-rahamania
herrasmieshakkerit
ostan-asuntoja-podcast
rss-sami-miettinen-neuvottelija
pomojen-suusta
hyva-paha-johtaminen
asuntoasiaa-paivakirjat
rss-paasipodi
inderespodi
rahapuhetta
tiedon-jaljilla
rss-uppoava-vn-laiva
rss-tarinoita-sote-kentalta
rss-inderes