Podcast
I’ve been offering free 30-minute retirement coaching sessions this year and recently, three themes have emerged in these conversations: Whether or not you should keep life insurance once you retire Struggling with losses in your retirement portfolio Legacy planning...
Podcast
Emergency funds. Cash reserve funds. Safe money. They’re all the same name for money that you need to set aside for—you guessed it—emergencies. As interest rates continue to climb to combat inflation, what should conservative investors do? What opportunities should...
Podcast
Do you have a plan for charitable giving in retirement? What about saving for a grandchild’s college education? Retirement planning goes far deeper than covering your basic bills in retirement—it’s about all of the goals you have. In this episode of the Retirement...
Podcast
How should you invest your money once you’re retired? I get asked this question frequently because people are hoping for a quick recipe for success. But that’s not how it works. When I help you build a retirement portfolio, I start by looking at three factors. These...
Podcast
I’ve spoken with multiple women making the same mistake with their TSP plans (a Thrift Savings Plan (TSP) is the government’s version of a 401k). Why? Because people are scared about the economy and inflation. People make their decisions based on emotion in times of...
Podcast
We’ve had so many great questions from listeners that I couldn’t resist another episode where we take a look back at some of the best. From 401k matching to how advisors get paid, this episode of the Retirement Made Easy podcast will recap some important things you...
