Posts Tagged ‘Social Security’
Episode 85: Dealing with the Death of a Spouse
While it’s unpleasant to think about, preparing for what happens when one spouse dies is a critical component of your financial plan. David has worked with several surviving spouses and shares what’s important to focus on when it comes to your financial plan during that transition.
Read MoreEpisode 77: 3 Worst Financial Decisions You Can Make Near Retirement
Wondering what’s most important as you near retirement? How about, what’s the worst course of action you can be taking? Find out the top three worst financial decisions you can make as you enter into retirement.
Read MoreEpisode 70: Are These Financial Views Fact or Fiction?
When it comes to your financial plan, are you basing it off of facts or fiction? Consider the decisions you’re making and where you’re getting your information. We’ll help you do that on this episode.
Read MoreEpisode 69: Financial Strategy On and Off the Court
In March, we usually spend a lot of time paying attention to basketball. While it’s not on right now, let’s talk though some of the strategy behind the game as it applies in our own lives.
Read MoreEpisode 54: Top 5 Social Security Misunderstandings
Do you feel like you have a handle on what to expect when it comes to Social Security? Are you clear on what your benefits may be and when the best time is to start taking them? If not, this is a good place to start as we review the top five common Social Security misunderstandings.
Read MoreEpisode 50: Variables That Shape Your Retirement Plan
What should you be considering when building a retirement plan? Instead of following a cookie cutter plan, know what you need to factor in to ensure your retirement plan suits your needs.
Read MoreEpisode #41: 4 Reasons Why You Might Benefit From Roth Conversions
Have you considered doing a Roth conversion? Or did you even know they were an option? Here are four reasons to consider a Roth conversion and how they might fit in your tax strategy in the future.
Read MoreEpisode #34: Which Ages Are Most Important When Planning For Retirement?
One of the common questions about retirement is which age you should target so that you’re maximizing your assets. It’s never too early to start discussing the options, so whether you’re in your early 50s or approaching 70, there’s important information for each age range that will help you prepare for that big day. In this episode, find out what you can be doing at each milestone age to put yourself in the best position.
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.
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