Dec 31, 2021

Today we have two mailbag questions that we want to answer. 

First, if your pension payout doesn’t change with inflation, how will this affect your planning. And the second is about the challenges you’ll encounter planning as a widow in retirement. We’ll explain how you’ll face a new tax bracket, one less...

Dec 24, 2021

If life insurance becomes part of your retirement plan, you need to make sure you’re able to cash in on a claim should the situation arise. Unfortunately, people make mistakes that end up preventing that from happening. We’ll tell you about those and what you can do to keep that from happening. 

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Dec 17, 2021

You probably already know that financial planning comes in all different types of investments, but did you know that planning also changes depending on where you are in life? Strategies earlier in your life need to change as you approach your retirement date and there are a few important factors to keep in mind.

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Dec 10, 2021

When you think ahead to retirement, do you worry at all about how much of your hard-earned money you’ll be able to spend? The entire goal of financial planning is to provide you the confidence to spend your money without fear that you’ll run out. Let’s discuss the reasons why retirees lack confidence and share a...

Dec 3, 2021

Retirees received some good news ahead of 2022 when the Social Security Administration announced a 5.9% Cost of Living Adjustment for people that receive the benefit beginning in the new year. What does the increase tell us about inflation? We’ll discuss that on the show and answer a few financial questions from...