The Snowbird Retirement: Is a Seasonal Move Right for You?
We explore the world of snowbirding, why so many retirees are drawn to this lifestyle, and how it can be seamlessly integrated into your retirement plan.
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7 Key Areas to Focus on for a Fulfilling Retirement
When you talk about retirement timing and how to remain retired, people often overlook at least one of seven key areas.
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Social Security Changes: How Raising the Retirement Age Could Impact You
Social Security is the backbone of retirement for millions of Americans, but big changes may be coming.
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HUGE Medicare Plan Changes are Coming
Today’s a special episode discussing Medicare plans because it’s really important that you review your medical plans as soon as possible. Big changes are coming to the industry and you don’t want to be caught off guard
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Why Retirement is a Team Sport for Couples
Are you and your spouse on the same page when it comes to what retirement is going to look like? If not, it’s time to talk.
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Retirees In Their 70s Regret These 5 Things
Let’s see what regrets made the list and, more importantly, explore what proactive steps you can take to avoid having the same regrets when you retire.
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4 Ways You Could Pay More Taxes Than Planned
On today’s episode, we’re going to give you four ways that you could pay more taxes than you had originally planned. A couple of these might surprise you.
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Time to Take the Retirement Checklist Challenge
Today Scott will share his Checklist Challenge, a comprehensive guide to ensure you’re fully prepared for retire-ment. Find out which 34 essential items made the list.
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7 Habits for Living an Exceptional Retirement
Today we’re going to share seven habits that studies show can improve your satisfaction in retirement.
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Celebrating the Launch of our Brand New Book
In anticipation of the launch of Exceptional Retirement: Tools and Strategies for Retiring On Your Own Terms, we wanted to share some background on the book, the chapters that we think you’ll like most, and the personal stories that influenced our approach.
Read MorePeak 65: Preparing for the Largest Retirement Surge Ever
Well, our current retirement system is obsolete. It’s time for a new retirement security framework. These were the words of Jason Fitchner, an executive director at the ALI Retirement Income Institute, and it highlights a great conversation that we’re going to dive into today.
Read More5 Key Areas of Your Financial Life
Constructing a retirement plan might involve many different components and could utilize a variety of investment tools, but our process is focused around five key areas of your financial life.
Read MoreMastering Retirement Cash Flow: Understanding Changing Expenses
In this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement.
Read MoreRetirement Rebels: Winning Your Financial Independence
Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets are required for these battles.
Read MoreCrash Course: The Psychology of Investing in the Wake of Historic Market Crashes
Have you ever wondered why you handle money the way you do? It turns out your financial behaviors can be traced back to your formative memories. In this episode, we explore how historic market crashes have left a lasting impact on our relationship with money. We’ll also contrast them with the way more recent crises have shaped our financial views and decisions in the short term.
Read MoreA Comprehensive Dismantling Of 2023’s Top Social Security Myths
In this episode, we’ll be debunking common myths about Social Security and answering the questions you’ve been curious about. No matter what questions you have about Social Security, we are here to help guide you through this important step in your financial future. Today’s show should give you a pretty good overview.
Read More7 Important Streams of Income
You can’t talk about retirement without talking about income. There are seven streams of income you need to know about. In today’s episode, we’ll break them down for you and help you understand the pros and cons of each one.
Read MoreFive Facts You Need to Know About FDIC Insurance and Your IRA
The Federal Deposit Insurance Corporation (FDIC) has been in the news recently as bank failures have made headlines. As an independent agency created by Congress, the FDIC provides deposit insurance coverage for institutions like banks, ensuring that depositors are protected in the event of a bank failure when the bank does not have sufficient assets to pay off depositors.
Read MoreHow Millionaires Invest Their Money
How do millionaires invest their money? If you’ve ever wondered how they do it, today’s show is for you. From asset allocation to market timing and security selection, we’ll explain how millionaires handle these topics.
Read More10 IRA Questions to Ask Your Advisor
Entrusting your life savings to a financial advisor requires careful consideration and due diligence, especially when it comes to managing large IRAs. Before handing over your hard-earned nest egg, it’s crucial to ensure that your advisor possesses the necessary expertise and experience to handle the responsibility. To help you navigate this, we’ve compiled a list of ten crucial questions to ask your advisor about IRAs.
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