income planning

Retirement Planning Ideas That Have Become Obsolete

Just like your iPhone or computer can become obsolete and need to be replaced, the way some people think about retirement is outdated and needs to be refreshed. As financial landscapes evolve, clinging to old assumptions can jeopardize your retirement security. Let’s explore some retirement planning ideas that many still cling to, but are no longer effective in today’s financial landscape.

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Ep 169: 2023 Retirement Preparedness Checklist (#1-5)

Another year is upon us and it’s a great time to ask yourself some critical questions to assess how ready you are for retirement to kick off 2023.

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Ep 168: Back to Basics – Income Planning

It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. We’ll tackle that mentality on this episode to see if it’s true and further explore why so many retirees and pre-retirees don’t understand the importance of an income plan, nor how to properly construct one. This is…

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Financial Planning and The Role Your House Will Play

For most people, their home will be the most valuable asset they own during their lifetime so it’s no surprise that we get a lot of questions about how a home (or homes) fits into retirement plans.

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Building an Income Plan for Retirement

Walking away from a working career means leaving a consistent paycheck behind, and that can be a scary thought. How will you replace that income and ensure yourself that your money will last the rest of your life?

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Busting the Biggest Social Security Myths

You shouldn’t buy into everything you hear when it comes to Social Security. Believe it or not, there’s quite a bit of misinformation floating around about the future of the program and what you need to know when claiming the benefit.

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Annuities – What You Really Need to Know

One of the products that often gets mixed reviews is the annuity. The perception of annuities isn’t always great, but that doesn’t mean they might not be perfect for you.

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Ep 109: Living the Dream

Retirement planning is not all about finances, we also need to think about our lifestyles and what activities will make us happy from day to day. Today, we’ll discuss what it means to live the dream and hopefully inspire you to plan out your unique goals.

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Ep 105: Financial Mistakes Couples Make

Finances can cause a lot of stress for couples. However, planning together is crucial to your overall financial plan. On today’s episode, we will highlight a few areas that couples need to focus on as a team.

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Ep 51: Simple Mistakes That Could Ruin Retirement

Many of the things you read or watch about finance will talk about the things you need to do to grow your portfolio. It’s not too often that you hear about the ways your retirement gets put in jeopardy, but it’s important to be aware of these mistakes. Today we’ll list five different errors people make that could ruin retirement so that you can make sure to do the opposite.  

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