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Your Money Your Retirement Podcast

Sep 17, 2021

  • Have you heard of QCD’s?
  • Save on taxes if you give to charities
  • Excluded from taxable income


Aug 26, 2021

  • Will you outlive your money?
  • Widows/Widowers ‘penalty’
  • Life insurance


Aug 20, 2021

  • 4 phases of retirement
  • How you can invent, imagine and plan for each phase
  • How retirement planning goes way beyond finances!


Aug 13, 2021

  • Where will your retirement income come from?
  • Will your money last as long as you do?
  • How much can you spend in retirement?


Aug 5, 2021

  • Pros and cons of cashing out
  • Pros and cons of rolling it over to a new employer plan
  • Pros and cons of rolling it over to an IRA