Posts Tagged ‘retirement planning’
Episode #45: Are You Missing Out On Contributing To A Roth IRA?
Maybe you’ve heard differences between a Roth and traditional IRA in the past, but how do you determine if a Roth is right for you? What are the short-term vs. long-term benefits?
Read MoreEpisode #35: How to Plan For Receiving An Inheritance In Retirement
Are you planning for retirement but in the back of your mind also banking on a big inheritance? Is it wrong to factor that in? David answers this question from the mailbag about inheritance and gives some tips on how to best prepare for one.
Read MoreEpisode #27: Social Security Is Taxable? Oops…
Have you learned the hard way your Social Security benefit could be taxed? A listener question sparked this discussion on Social Security taxation. Discover how Security taxation could affect you in retirement.
Read MoreEpisode #26: Why You Should Hire A Financial Advisor
Whether you feel like you can do-it-yourself or aren’t sure who to trust, there are a number of reasons people are hesitant to work with a financial advisor. We’ll walk through a few common holdups and explain why you need the expertise of a dedicated financial planner for a successful retirement.
Read MoreEpisode #23: The Little Missed Details Of Retirement Planning
Today’s Prep: When planning for retirement there’s a lot to keep in mind. These three little missed details are easily overlooked but can have big implications on your retirement. Getting these sorted out can save you from a lot of trouble down the road. Have you addressed these three little missed details in your own…
Read MoreEpisode #18: Financial Crisis And Opportunity
Throughout your life you are likely to face one or more of these financial crises. But perhaps a crisis is really an opportunity. To write the Chinese word for “crisis,” you combine elements of two different Chinese characters. One character means “danger” while the other one means “opportunity.” Translated into English, it means “opportunity riding on a dangerous wind.” Here’s how you can pivot and plan for your future amidst a crisis turned opportunity.
Read MoreEpisode #13: Good Or Bad – Annuities
We recently began a series outlining the good and bad elements of certain investment strategies and products. We continue and tackle the topic of annuities.
Read MoreEpisode #9: Debt & Retirement
We hear a lot about debt in the media. Some argue there’s a place for good debt, but the term carries a negative connotation as well. David explains.
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