Podcast
I’ve received numerous questions all running along the same theme: Are we heading into a recession? What would it mean for the stock market moving forward? How will it impact your retirement? Many of you are concerned that we’ll be entering a recession in 2024. In...
Podcast
Are you on the same page as your spouse when it comes to retirement planning? Do you both understand your retirement plan? Even if one of you handles the finances, both of you need to understand the ins and outs of your retirement plan. It’s inherently important. How...
Podcast
What could go wrong in retirement? What if the “what-ifs” become realities? How will it impact your 30-year retirement? We don’t know what the future holds which is why it’s important to think about the variables. There will be things outside your control but...
Podcast
Social Security isn’t likely intentionally misleading us but they are leaving out some details that every person contemplating retirement needs to know. Social Security announced the cost of living adjustment for 2024: 3.2%. This will go into effect 1/1/2024. However,...
Podcast
What is the assumed life expectancy for retirement? What accounts can you open for your grandchildren? Should everyone follow the 60/40 rule? The questions have been rolling in! So in this episode of the Retirement Made Easy podcast, I’ll answer some questions and...
Podcast
Where do you want your assets to go when you’re no longer here? I know it may seem morbid, but this is an important part of retirement planning that most people neglect. But the heart of the matter is your family. What do you want to leave behind? Or do you want to...
