Posts Tagged ‘retirement’
Episode 134: The 3 Things You Must Understand If Retiring in 3-5 Years, Part 3
Worried your money won’t last through your retirement? Just how much do you need and when can you retire? David talks through all of these things you must know if you are close to retirement.
Read MoreEpisode 132: 3 Things You Must Understand If You’re Retiring In 3-5 Years, Part 1
What happens with your taxes in retirement? This is the first of our three-part series for what to do and how to prepare if you are three to five years away from retirement.
Read MoreEpisdoe 129: Mailbag – Why Aren’t My IRAs Making Much Money?
Are you doing more summer vacation planning than financial planning? You’re not alone. Let’s talk about how you should view retirement planning in relation to your vacation plans.
Read MoreEpisode 126: What’s Your Retirement Income Literacy?
Ready to put your retirement income knowledge to the test? Take this quiz and follow along on today’s podcast to see how you do.
Read MoreEpisode 119: Basketball and Financial Planning
As March Madness came to a close, we wanted to have a little fun and talk about what basketball and financial planning had in common. Is your financial plan ready for its one shining moment?
Read MoreEpisode 118: Things You Should Never Assume In the Financial World
On the lookout for mutual funds with high returns because you’ve heard it’s possible? David answers three questions from the mailbag in today’s show as you make financial decisions.
Read MoreEpisode 110: Financial Resolutions – Answering Your Questions
Have you started working on your financial resolutions yet? What kind of questions have delayed you from reaching your goals? Today we’ll provide answers to help you stay on track financially this year.
Read MoreEpisode 108: 5 Important Retirement Statistics
What do these facts and figures tell you about what retirement could look like? How does you plan correspond with these statistics? We’ll dive into some important data on today’s show.
Read MoreEpisode 100: Can We Afford to Do This AND Still Have Enough For Retirement?
How do you know when you have enough saved for retirement? How do you know when there’s enough left over to do something else like travel or take on a home renovation? We’ll answer your mailbag questions on today’s episode.
Read MoreEpisode 97: Can I Claim Ex-Husband’s Social Security Benefits + Other Questions
From Social Security benefits to long-term care coverage to incentivizing your children, we answer four questions from the mailbag today. David shares his advice for these listeners navigating different situations in their financial plan.
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