May 25, 2018
Learn how things have changed when it comes to retirement. This is not your father’s retirement.
Main Questions Asked:
- What things are now different as I enter the world of retirement?
- Is it ok to work past the age of 65?
- Will I need more or less income than when I was working?
Key Lessons Learned:
Modern Retirement...
May 18, 2018
We are replaying one of the most popular shows and will return next week with a brand new show.
Understand the fallacy of the magic number that you need to retire. Learn the dangers of looking at retirement as a dollar amount that you need to get to. Having a certain amount saved doesn’t mean that you will retire...
May 11, 2018
We are going to talk about a double edged sword, some of the wisdom of Will Rogers, and interesting financial segments along with your email questions.
Main Questions Asked:
- How can I protect my gains and minimize taxes?
- How to put an inheritance to the best use?
- How do I reduce risk, but maximize gains?
Key Lessons...
May 4, 2018
Understand misconceptions around Social Security and avoid mistakes that can cost you thousands of dollars.
Main Questions Asked:
- How much is my social security potentially worth?
- How do I get the most out my Social Security benefits?
Key Lessons Learned:
8 Social Security FAQ's and Unique Strategies to Get the Most...