Retirement Planning

Year-End Decisions

What do you need to know or, do or not do before the ball drops on 2021 and 2022 begins? Complexity is growing every day in every corner. This week we discuss 7 things you should consider before the end of the year.

What Are Your Calluses Worth?

You’ve worked hard to build a legacy and be successful. Will your family remain successful after you’re gone? 90% of businesses fail by the third generation. The calluses are long gone and there is no foundation for these businesses to fall back on.

Tapas Life

We were honored to have retirement revolutionist Andy Robin, author of the book 'Tapas Life - A rich and rewarding life after your long career' join us this week on our show. If you're nearing retirement or are already in retirement, then you don't want to miss this! Andy talks about his step-by-step process to leading an interesting, rich, and fulfilling life after a long career.

The Dangers of a 401(k)

401(k)s help millions of people put back money for retirement, but there are some dangers involved such as the loss of flexibility…in several ways. Find out more on this week's episode of Life Planning 101.

Planning to Move in Retirement?

Moving in retirement -or even right before you retire - can bring its own set of surprises… and some may not be so pleasant. Here are five things you may want to consider.

Do You Have a Bucket List?

Have you ever taken the time to write out a bucket list? This week we share 3 tips to help you get started.

Have You Saved Enough for Retirement?

The #1 fear in retirement is running out of money. When you retire, everything changes. You are no longer working and no longer hold those keys. Find out more on this week's episode of Life Planning 101.

10 Questions You Need to Be Asking Your Financial Advisor

Complexity can lead to confusion. Confusion can lead to inaction. Inaction can lead to lost dollars. Don’t let complexity cost you. Use these ten questions to help you find an individual you can trust to guide you in turning complexity into opportunity.

Did You Miss This in Your Retirement Plan?

Have you ever considered your marital status during retirement – and its financial and social impact that it may have on you?

Too Much Information

As of January 2021 there are over 1.83 billion websites on the internet. There is no doubt that the instant availability of information has been life changing. However - if we aren’t careful - it could be our demise.

How to Lower Your Tax Bracket in Retirement

We were honored to have our friend Jim Farmer, Managing Partner of Financial Strategies Group, LLP join us this week as our special guest. We discuss Jim's two part article that he had published in Forbes explaining strategies you can use to possibly lower your tax bracket in retirement.

What Are You Retiring To?

Planning for retirement has never been just about the money. It’s about having, and taking, the time to bring a fullness to your life; the opportunity to accomplish personal goals you’ve been setting aside and to enrich those relationships that sustain you emotionally and spiritually.