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Your Money Your Retirement Podcast

Oct 22, 2021

  • Turning 55 & 59 1\2
  • Turning 60, 62, 65 and 66 to 67
  • Turning 70 & 72


Oct 15, 2021

  • The importance of having a plan in place.
  • Do you both know how to take care of the bills, know passwords and usernames for financial accounts?
  • Do you know how much income will be available when one spouse passed?


Oct 8, 2021

  • Everyone can benefit from having an estate plan, regardless of your age.
  • Direct how your property will be distributed.
  • Why it's important to have a written estate plan.


Oct 1, 2021

  • Investment products are not strategies
  • A Misconception about using a single tool
  • What are the tools you can use today?


Sep 17, 2021

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