Posts Tagged ‘Social Security’
Episode 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 MoreEpisode 122: How To Claim Social Security Benefits of an Ex-Spouse
Are you divorced and wondering about spousal Social Security benefits in retirement? David shares seven things you need to know about the benefits and what they might look like on today’s podcast.
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 117: Where Can I Find Mutual Funds with 10 Percent Returns?
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 104: Are You Counting On Social Security?
What will happen to Social Security? Can you plan on it as a part of your retirement plan? How can you set realistic expectations for what’s to come? We’ll talk about this important piece of income planning.
Read MoreEpisode 98: Can You Pass This Social Security Quiz?
Are you ready to put your knowledge of Social Security to the test? How does Social Security fit into your retirement plan? Take the quiz 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.
Read MoreEpisode 95: 3 Things Your Heirs Should Know
You may have spent plenty of time planning for your legacy, but do your heirs know what they need to know? What conversations should you be having with them now?
Read MoreEpisode 94: Millennials In Retirement
Even though it’s still a little way off, how can Millennials best prepare for retirement? What kinds of strategies should they implement as a part of their financial plan?
Read MoreEpisode 92: Mailbag – Should You Be Rebalancing?
Are you wondering if you should do a rebalance? David answers this question, as well as two others from the mailbag this week.
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