Retirement
Podcast 112: Conversations People Should Be Having (But Don’t)
As a family, have you been putting off important discussions about finances, estate planning, and long-term care? Many of us know we should be having these critical conversations, but they…
Read MoreHow to Know When It’s Time to Retire
Navigating the retirement decision: At 67, Kathie Davis grappled with when to call it a career. Despite enjoying her financial-services job, the increasing demands and life moving on led her…
Read MoreRisk in Retirement: What’s the Right Level for You?
While it’s comforting when things trend upwards, the reality is that recessions are inevitable. In retirement, the stakes are higher, making understanding and managing different types of risks crucial. Ready…
Read MorePodcast 111: Navigating Retirement Finances – Strategies to Help Secure Your Future with CPA Jude Heath
Are you approaching or already in retirement? Join us for this informative podcast as we explore practical strategies to help you manage your finances and secure your financial future. We’ll…
Read MoreNo one in the US should be retiring at 65’: Ben Shapiro said Social Security was not designed to provide retirement benefits for 20+ years — and those who expect that are ‘crazy’
Americans can start receiving Social Security benefits as early as age 62, but should they? Ben Shapiro argues it’s “insane” that the U.S. hasn’t raised the official retirement age, pointing…
Read MoreEase on Down the Road to Retirement
Transitioning to retirement can be challenging, especially if you love your job. Phasing into retirement by working part-time can offer a balanced approach and can help enhance financial confidence. Over…
Read MoreI’m a Financial Advisor: Here Are 9 Retirement Planning Tips for Freelancers
Freelancers face distinct challenges in retirement planning, lacking traditional employer benefits like sponsored retirement accounts and HR support. With fluctuating incomes, saving consistently for retirement can be challenging. Financial advisors…
Read MoreBlackRock CEO Larry Fink wants to solve the retirement crisis and has an important message for aspiring retirees
BlackRock CEO Larry Fink, like Warren Buffett, offers valuable financial wisdom. In his 2024 letter to shareholders, Fink shared a personal story about managing his late parents’ finances, revealing that…
Read MoreYour net worth will ‘go crazy’ once you pass this money milestone — even Charlie Munger said you can ‘ease off the gas’ once you get there. Here’s the magic number and how to hit it
Discover the millionaire club’s gateway for young Americans through the power of compounding. Learn the pivotal role of the first $100,000 from financial experts like Mark Tilbury and Charlie Munger—explore…
Read More8 Retirement Secrets Seniors Want You to Know
Don’t wait for retirement regrets! Crafting the ideal retirement savings plan starts today. Avoid the ‘should-haves’ and uncertainties by taking charge of your financial future now. Discover the crucial balance…
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