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Best Retirement Planning Episodes (Page 5)

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    You may have seen the news about tennis superstar, Serena Williams' upcoming retirement. In a recent interview, Serena expresses her heartache about her decision. In our retirement headlines segment, we’ll explore an article from MarketWatch th
    Have you ever considered taking a sabbatical from work? If you did take one, would it ruin your career and financial goals? Most companies in the United States don’t offer paid sabbaticals like some in Europe, so doing so would require extensiv
    Have you considered moving to a new city in retirement? If you work in the tech industry you may find a city willing to pay you to move there.  In today’s retirement headline segment, we’ll dive into an article written by Christopher Mims at Th
    2050 seems like a long way away, however, it is closer than we think. In this week’s retirement headline, I share an article from Richard Archer at FinanceInsights.net which explores the future of retirement and the impact that technology has h
    Nobody likes to think about their own death but to save your loved ones from the headache of trying to navigate your digital accounts without your passwords, you’ll need to set them up for success now. If you don’t take steps to share your acco
     Many of us have financial goals that extend beyond ourselves to include friends and family. Doing so can be an enormous help to those you love, but it is important to consider your own financial well-being in conjunction with that of the ones
    Have you ever tried tax loss harvesting? With the markets down across the board, now is a good time to learn to utilize this tax-saving tool. I found a great article about this from Barrons.com that I share in the retirement headline segment. T
    If you are like many retirees and soon-to-be retirees, you may be rethinking your entire investing strategy. Stocks are down, interest rates are up, and inflation is eating away at your purchasing power.  One listener wonders, with everything g
    Nobody likes to experience the uncertainty that a bear market brings, but it’s an even more challenging experience to weather when you are a recent retiree. It’s easy to lose sight of your goals in a bear market which is why I found an article
    It’s no secret that we’re living longer than ever. People are living so long that we may soon be seeing 6 generations in a single-family.  With people living such a long time it makes retirement planning even more challenging than ever before.
    Inflation is weighing heavy on the minds of retirees right now, so when I came across this article on WSJ.com from Cristin Lourosa-Ricardo, I knew I had to share it with you. Listen in to try and find the silver lining of inflation.  If you are
    It’s true, money can’t buy happiness. But does how you choose to spend your money affect your happiness? Today we’ll discuss one article that challenges that old adage. We’ll also discuss a multifaceted question from a listener who just accepte
    Unless you’ve been living under a rock, you've probably noticed a bit of an issue with the stock market lately. This can be distressing for any retiree, but when the declines in stock prices are coupled with high inflation and rising interest r
    We’ve all heard of the 4% rule, but did you know that the creator’s recommendation for it has changed over the years?  I recently discovered an article from ThinkAdvisor.com that included an interview with the father of the 4% rule, Bill Bengen
    Are you planning on enjoying an active retirement? If so, it may cost you more than you think.  On this episode of Retirement Starts Today, I interview Thatcher Taylor, the financial advisor behind ProPathFinancial.com. Thatcher and I discuss h

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