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Your Money Your Retirement Podcast

Dec 13, 2023

If there was one perfect investment, we’d all be in it! Since there’s not, it’s important to understand the trade-offs involved with any investment. So let’s keep it simple and explore the bucket strategy to help you reach your investment goals.

Dec 5, 2023

When you save well for your retirement, you’re in a better position to choose when you want to retire. However, sometimes working longer can yield benefits more valuable than money!

Nov 29, 2023

If you’ve saved for your retirement in tax-deferred retirement accounts like IRAs and 401ks, you’ll have to take Required Minimum Distributions when you reach the appropriate age and the distributions are taxable the moment you take them out. The more you saved, the larger the required distribution! There are ways...

Nov 14, 2023

Does your advisor ever ask to look at your tax return? Does your advisor ask you about your potential for longevity, your health and your retirement goals? And, does your advisor explain things like sequence of returns and how that could impact your retirement future?

Nov 8, 2023

As you put your retirement planning into place, an important question becomes how should you invest? Under the mattress? In the bank? Out on the skinny branches full of high risk while you try to capture big returns? Or is there something better?