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Your Money Your Retirement Podcast

Mar 30, 2022

  • What is the tool and is it right for your retirement plan?
  • How is the money invested?
  • What happens to the balance when you pass away?

Mar 23, 2022

  • How can I comfortably retire without that regular paycheck?
  • What will you do with your time?
  • How will taxes impact my retirement?

Mar 16, 2022

  • "I've got Social Security. I'll be fine"
  • "But, I need that money now!"
  • "I've got plenty of time to plan and save later"

Mar 9, 2022

  • 10 year rule
  • Stretch IRA
  • Keeping beneficiary forms up to date