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Your Money Your Retirement Podcast

Feb 23, 2023

  • Are your retirement savings in pre-tax accounts?
  • Taxes will go up, does your retirement plan include higher taxes?
  • Do you know what the tax impact will be on your beneficiaries?

Feb 16, 2023

  • Consequences of not having an estate plan
  • Think beyond a single beneficiary and include contingent beneficiaries for life’s “what-ifs”
  • Choosing the right people to handle your different affairs

Feb 8, 2023

  • How to achieve growth while balancing protection of your nest egg
  • How bank accounts play their role in a retirement plan
  • The benefits of using the “bucket approach”

Feb 1, 2023

  • The impact inflation can have on your retirement.
  • What happens to healthcare in retirement?             
  • Unexpected additional expenses.