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...
