Required Minimum Distributions – “RMD”s
What are “RMD”s? Required Minimum Distributions for your Pretax Retirement Accounts are one of the “Trigger Age” facts of life once you reach 70 ½. There are a number of questions surrounding “RMD”s, ...
6 Des 201715min
Taking Care Of Family
There is nothing more important than family! How you plan for loved ones and how you plan your legacy is one of the most important parts of your financial plan. All too often folks don't take the esse...
29 Nov 201714min
Universal Retirement Truths
There are a number of universal truths when it comes to retirement. These are important fundamental building blocks for retirement planning. All retirees and pre-retirees must make plans for many comm...
22 Nov 201716min
Husbands and Wives
Are you on the same page as your spouse when it comes to money and retirement? It's not uncommon for husbands and wives to sometimes think and feel differently about a variety of issues that surround ...
15 Nov 201717min
Social Security Myths
If what you thought to be true turned out not to be true, when would you want to know about it? There are a number of misconceptions about Social Security benefits and this week we explore a number of...
8 Nov 201713min
Financial Blind Spots
Do you have “Financial Blind Spots”? Retirees and pre-retirees have significantly different risks then those in the working or “accumulation” years. Have you addressed these risks? Do you know what th...
1 Nov 201715min
Common Money Mistakes In Retirement
There are a number of common money mistakes that people make in retirement. This week we take a little time to discuss how to guard against making these critical mistakes. Take a few minutes to listen...
25 Okt 201721min
Answers To Common Questions
There are a number of common financial and retirement questions that come up from time to time and the answers are not always so obvious. Sometimes certain rules must be followed and there might not b...
18 Okt 201714min
