Encore episode about the importance of a retirement income plan!
Encore: Your Retirement Income Plan Can Make or Break You
Asset Protection Planning With Credit Freezes + Real Estate & Trusts
Learn how credit freezes protect your identity and credit—plus a listener Q&A on what to expect when creating a trust when you own real estate.
Should I Do Roth or Pre-Tax Retirement Contributions?
Why Roth contributions may not make sense.
Divorced, Widowed, and Wondering: How to Maximize Your Social Security Benefits
Must know Social Security nuances for Divorcées and Widows
Professional Financial Advice or AI?
Can AI Chatbots replace professional advice?
Matching Retirement Income Sources to Goals & Thoughts on Dividend Investing
Learn to match your retirement income sources to your goals.
The Greatest Threat to Your Retirement Savings
Understand SOR risk and the importance of account balances vs. investment returns.
Stock Market Bubbles
Having an investment plan is key to withstanding stock market bubbles
How To Decide Whether or Not To Do a Roth Conversion
How to determine whether or not you should do a Roth conversion.
The Realities of Retirement
Making the most of your extra free time in retirement