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Your Money Your Retirement Podcast

Aug 17, 2022

  • Why looking at a tax return is critical to long-term planning
  • Why life expectancy can make a difference in investment mentality
  • How sequence of returns risk can impact your retirement drastically


Aug 3, 2022

  • Take inventory of all your accounts!
  • Does an IRA rollover make sense?
  • Is working with 2 different advisors really in your best interest?


Jul 27, 2022

  • The importance of keeping your beneficiaries up to date
  • Special IRA beneficiary choices for the surviving spouse
  • How RMD’s are calculated on an IRA for the surviving spouse


Jul 20, 2022

  • Will your income support your lifestyle?
  • Do you have a retirement tax plan?
  • What are my options for health care?


Jul 13, 2022

  • Why life insurance is still relevant for retirees
  • How you can get tax-free retirement income from life insurance
  • How life insurance can work right alongside your other retirement savings