Paint-by-Numbers Retirement has been the standard for financial planners for years. Don't let it fool you into missing out on life.
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On this episode - the 2nd in the 2017 Retirement Plan LIVE sessions - I’m talking with Kim about her and her husband’s financial status, and you’ll hear us go item by item through their financial situation to build their net worth statement.
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I want to walk you through a 10-step process I use with my clients who are facing decisions about when to retire or have other big financial or life decisions to make.
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This episode of The Retirement Answer Man is all about retirement wishes - dreaming up the kind of retirement you really want to live (forget about what seems practical for now).
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If you identify with any or all of these three signs you're spending too much before your retirement, you may need to revise your habits to live the life you want after you retire.
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Today we get to meet Kim and Joe, the kind and generous souls who have agreed to come on the show and bare all (except their identities) to help you see how I go about walking a family or individual through the monumental task of wisely planning for their retirement.
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Not all Social Security strategies work. Especially after some popular strategies bit the dust in 2016.
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On this episode of The Retirement Answer Man, I’m talking with a friend of mine, P.T. Money about the real life personal growth stories we all have related to our finances.
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Job burnout or career burnout can push some people to retire early - and that usually isn't the right course of action.
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On this episode of The Retirement Answer Man, I’m going to talk a bit about the role financial forecasting should play in your financial decisions.
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The top 6 retirement mistakes I see as a financial planner and how to avoid them
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On this episode, I’ve got a lot to share about where we’re headed in the next year and we talk with our very first participant in the Retirement Plan Live event from a few years ago, Carl.
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The top retirement fears in the nation and of my listeners include outliving your money. We’ll explore the top three retirement fears and how you can address them in today’s episode.
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Every Monday, I’ll be publishing a new piece to the Retirement Answer Man blog. It will usually be based on a subject I’ve covered in one of my podcasts. Welcome to Blog 2.0!
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This episode of The Retirement Answer Man is filled with YOUR feedback to this show - over 220 responses you sent in at my request, responses to my annual listener survey.
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On this episode, I tell the story of how I bought a set of noise canceling headphones even though I knew that the money spent on them could have been invested more wisely in other ways. It’s an example of hyperbolic discounting that I use to show you how you and I need to be careful that we’re not making decisions today that will come back to bite us tomorrow.
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You want to get the most out of your Social Security benefits, right? I’m with you, maximize Social Security as much as you can! But there’s a lot of conflicting advice out there about what you should do to make that happen. What should you do? On this episode I’m going to walk you through the outline of a presentation I gave on this very subject, so grab your thinking cap and let’s get to work!
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On this episode, I walk you through how I would advise one of my clients to dream up their ideal retirement to avoid any crisis thinking and live their best life as a result.
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The U.S. dollar is gaining strength in the world economy - it’s at a 13 year high - and it’s in large part because of what financial gurus around the world believe is going to happen in the U.S. economy because of the election of Donald Trump. If you want to hear how this phenomenon happens, why it happens, and what it means for you, I’ve got you covered on this episode of The Retirement Answer Man.
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I’m going to walk you through some of the most common things I suggest to my clients at the end of the year that can put them in a better tax and financial position as the end of the year approaches.
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