Podcast
Two common financial traps retirees fall into when trying to protect themselves are certain types of life insurance policies and buying lifetime income annuities. On the show this week, I explain why these products might not be as effective as they seem and give...
Podcast
Common gaps can derail even the best-laid retirement plans—no matter how much you’ve saved, how well you’ve managed your finances, or how prepared you feel. This week, I explain how missing one critical detail—like not having a withdrawal strategy or not...
Podcast
Today I’m sharing more about the common mistakes and pitfalls that can derail a well-planned retirement, pulled entirely from my own extensive experience. I have over 16 years of experience helping people over 50 prepare for life after work, and I want to point out...
Podcast
Retirement is the beginning of a new story, and the decisions you make leading up to your last working day can significantly impact your financial well-being and peace of mind. On the show this week, I focus on the importance of timing your retirement and how choosing...
Podcast
In this episode, I take you through the three most common mistakes people make in retirement—and how you can avoid them to set yourself up for long-term success. From overspending in the early days of retirement to overlooking crucial tax strategies and entering...
Podcast
This week I’m discussing the latest Social Security Trustees Report, what it means for your future benefits, what changes may be coming, and how millions of Americans are already planning ahead. I’ll dig into the psychology and strategy of spending down your savings...
