According to the Bureau of Labor Statistics, "...baby boomers held an average of 11.3 jobs from ages 18 to 46." It's likely you've accumulated various retirement accounts throughout your career. A common question I get is "Can I rollover my (Insert type of account) to my IRA?"
Read MoreTaxes suck. They erode away your income, savings and investments. One strategy to maximize your retirement savings is to convert your IRA to a ROTH IRA. ROTH IRAs are a powerful tool to help you do this but there are lots of tax and planning issues to consider first.
Read MoreStressed about planning for retirement??? You're not alone. Most of us (including me) freak out when we look at what it could take to provide for our family in retirement. Don't believe all the statistics; you can take control.
Read MoreIn this episode I'll explore the problems with setting retirement goals and offer a better way to plan.
Read MoreIf you chose to invest in real estate as part of your retirement plan, you better understand what you're signing up for.
Read MoreLast week, it took me 3 days to find a car title. My records are a mess. It's embarrassing. I work so hard to help keep my clients' financial lives in order and neglect my own record keeping.
Read More"How Much Do I Need to Retire?" is the question a lot of us are afraid to ask. We're afraid because we think the "number" we'll be told to save will be impossible to achieve.
Read MoreTonight I'll be joining the folks over at the Money Mastermind Show to discuss How much you need to retire.
Read MoreIs the stock market correction here? In the last week of July, the S&P 500 index lost 2.7%. The worst weekly loss in over two years. It didn't take long for the sensationalist headlines to pop up.
Read MorePoor planning or a big loss during retirement can ruin your financial security. In this episode, I discuss the most common retirement "screw ups" I've seen and how you work to avoid them.
Read MoreThis week I speak with Burt White, Chief Investment Officer of LPL Financial. Burt and I discuss LPL's mid-year outlook titled The Investor's Almanac.
Read MoreI talk to a lot of people about retirement. Not only clients but most everyone I meet over age 50. I'll always ask them what their #1 thought is on retirement. I've learned a lot from this exercise. The most important thing I've learned is that people worry about retirement....a lot!
Read MoreThis week I talk with Misty Kimbrough, a local insurance expert about the basics of Medicare. She outlines the basic parts of Medicare and the 3 most common missteps people make when planning medicare benefits for retirement.
Read MoreOver the next 18 years, every day 8,000 baby boomers will turn age 65. That's almost 3 million baby boomers per year. Just as baby boomers redefined politics, parenting and work, they are beginning to redefine retirement.
Read MoreYes, I know that keeping a monthly budget is personal finance 101. Over the years I've tried, repeatedly, to track every expense in a monthly budget. Each time I failed after a few months. It's just too much work. I have better things to do than be a part-time bookkeeper.
Read MoreA key part of my retirement plan is to raise our children to be INDEPENDENT.
Read MoreIn this podcast, I share my thoughts on my sister's choice and one way you can deal with death by celebrating life.
Read MoreRather than a traditional funeral or remembrance event, my sister Barbara insisted on having a “Celebration of Life” picnic. Barbara's choice reflected how she chose to live her life. Upbeat, proactive, intentional, loving, connected. It was a wonderful gift to all of us.
Read MoreAre you a baby boomer getting ready to enter the go-go years of retirement? If so, what is your plan to help care for your elderly parents?
Read More
![#29 Should I Convert to a ROTH IRA? A Talk with Ed Slott [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535035128523-M4BCTT00I6DFM8OV6QOP/2.+Podcast+logo.png)
![#28 4 Strategies for Beating Retirement Planning Stress [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535035170827-MTT0LOKVWH2IEFBJ1QKH/2.+Podcast+logo.png)
![#27 Screw Retirement Goals, Here's a Better Way [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535035210028-5OAPPCGAD6WBAER33ESL/2.+Podcast+logo.png)
![#26 What You Need to Know Before Investing in Real Estate [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535035340224-HVMGZCWFGAX4CM577JXO/2.+Podcast+logo.png)
![#25 How to Organize Your Financial Records [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535035381554-8ZP6MTO5ITN9LR1A7Q1E/2.+Podcast+logo.png)
![#24 Strategies for Handling Market Corrections [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535035500928-C3X296C3XYCNM9G6MJTD/2.+Podcast+logo.png)
![#23 7 Ways to Screw Up Your Retirement [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535035533692-F7145A3V4N19SGIRTRVR/2.+Podcast+logo.png)
![#22 Invest Wisely: LPL's Investor's Almanac: Mid-Year Outlook [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535035569930-1Q6JOS1F6WRRCQCYTFLT/2.+Podcast+logo.png)
![#21 How to Accept the Worry and Start Planning for Retirement [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535035611556-3CHUJIWXHJLPYB5QP9B7/2.+Podcast+logo.png)
![#20 Unwrapping Medicare: The Basics [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535035702782-ORTZ5HH58FQ0WNRYBRQ4/2.+Podcast+logo.png)
![#19 Hate Keeping a Monthly Budget? Here's an Easier Way [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535036031495-487DGJA2QE8O63VGORNG/2.+Podcast+logo.png)
![#18 Deal with Death By Celebrating Life [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535035931927-UZ4JLDBZ2HSKHOYORPLL/2.+Podcast+logo.png)
