Retirement Talk: Recent Episodes
Michael Graber
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
During this episode, we’re going to discuss how you may be able to better handle economic volatility and Medicare’s long-term future.
In this episode we interview Life Insurance expert Brett Anderson to learn more about how it works and strategies to utilize.
In this episode we interview Life Insurance expert Brett Anderson to learn more about how it works and strategies to utilize.
In this episode we take a break from financial talk to celebrate Easter and the hope and promises it brings.
Mike looks at the tax implications, benefits and things that need to be considered with charitable IRA rollovers.
In this episode we talk about show host Mike Graber and his path to financial planning.
During this show, we’re going to first look at some of things you need to know about RMDs and then in our final segment we’ll discuss some of the financial mistakes that could put your retirement at risk.
In this episode we finalize our discussion on what you need to know about IRA's, Roth IRA's, the tax implications of retirement accounts and more.
In this episode we continue our discussion on what you need to know about IRA's, Roth IRA's, the tax implications of retirement accounts and more.
We continue our discussion about retirement planning, accounts, and the retirement tax time bomb that you could end up with. We talk about Ed Slott's book on the topic.
We continue our discussion about retirement planning, accounts, and the retirement tax time bomb that you could end up with. We talk about Ed Slott's book on the topic.
We continue our discussion about retirement accounts and the retirement tax time bomb that you could end up with.
In this episode we continue our discussion about your retirement savings plans and what will happen with them in retirement with important strategies and tips to help you with your income and taxes.
You don't want to have to worry about money in retirement. But there may be a financial time bomb waiting to go off if you aren't properly planning for it. In this episode Mike talks about your retirement accounts and how much of that money could go towards taxes.
In this episode, we continue our discussion about ways you can prepare yourself – and your financial strategy – for the taxes you may face during retirement.
During this episode, we’re going to examine some of the ways you can prepare yourself – and your financial strategy – for the taxes you may face during your retirement.
In this episode we continue our discussion about some of the key ways that retirement has changed during the last 25 years, and how it may change in the near future.
During this show, we’re going to discuss some of they key ways that retirement has changed during the last 25 years. In the final segment, we’ll also consider how retirement may change in the next 10 years.
In this episode Mike dives into the important facts and topics brought up by Maya MacGuineas in her interview about our governments handling of fiscal responsibility and where we are headed.
In this episode Mike interviews Maya MacGuineas, the president of The Committee for a Responsible Federal Budget.
During this episode, we’re first going to look at how the recently passed infrastructure bill may have benefits for retirees and older Americans. In the final two segments, we’ll highlight some potentially wise financial new year’s resolutions for 2022.
During this episode, we’re going to discuss the steps you should take if you need to help your retired or nearly-retied parents, with their finances and financial strategy. We’ll also examine how some of the things you learn while working with your parents may improve your own finances.
In this episode we continue the inteview with Maya MacGuineas, the president of The Committee for a Responsible Federal Budget.
In this episode Mike interviews Maya MacGuineas, the president of The Committee for a Responsible Federal Budget.
For many people, going through the legacy planning process can seem overwhelming. But by being proactive, and keeping the process simple, you can ensure that your assets are distributed in the manner that you envision.
During today’s episode, we’re going to discuss some of the changes you’ll see to Social Security in 2021 as well as what you can do to adjust your own retirement strategy to address those changes.
During this episode, we’ll discuss some of the critical things that life insurance beneficiaries should know, including what happens if a policy has lapsed and when you can expect to receive your payout. Additionally, we discuss some of the pros and cons of both permanent and term life insurance.
In this episode we continue our discussion about Social Security’s many rules, regulations and quirks.
For many people, Social Security is the key element of their financial retirement strategy, so it’s critical to understand Social Security’s many rules, regulations and quirks. Additionally, in most cases, Social Security should be only one component of a robust strategy.
In this episode Mike talks about the US Debt and what it means to you and your finances.
In this episode we continue to look at how to help combat inflation with smart financial strategies.
Inflation is a concern for some people in retirement. Let’s discuss the current inflation news and then examine ways you can build a budget and a retirement strategy that may offer some degree of protection against inflation.
We talk about last week's interview with US Senator Mike Braun and go over the financial impact of what he said.
In this special episode Mike interviews U.S. Senator Mike Braun. They talk about the national debt, taxes and other important topics.
We continue our discussion on financial advice for young workers. Mike gives tips that may help steer workers who are still in their 20s toward a more secure and confident financial future and retirement.
During this episode, we’ll present financial advice for young workers. The tips in this episode may help steer workers who are still in their 20s toward a more secure and confident financial future and retirement.
In this episode, we continue our discussion about some more of the things you can do to potentially get yourself closer to true and lasting financial independence.
During today’s episode, we’re going to examine some of the things you can do right now to potentially get yourself closer to true and lasting financial independence.
In this episode we continue our discussion about important concepts to help you better plan for a long and comfortable retirement.
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
In this episode we continue our discussion about all the proposed tax changes and looks at how the increases could affect you and your finances.
In this episode Mike talks about all the proposed tax changes and looks at how the increases could affect you and your finances.
In this episode Mike talks more about what is going on with inflation and ways to help protect your finances from rising prices.
In this episode Mike talks some more about the basics of annuities and what you need to know about this retirement tool.
During this episode, we’ll be taking a close look at annuities to define exactly what they are, how they work, how much they cost and how to determine if they may fit your overall financial strategy. While an annuity may be able to provide lifetime income, there’s plenty of nuance, as well as risks, that you should be aware of.
In this episode Mark talks about what we will be covering on future shows and gives us an overview of financial planning, how to get one started and how it can help you.
This episodes examines some statistics about retirement that may catch you off guard. We will also examine some retirement mistakes and discuss ways to avoid committing those mistakes in your retirement strategy.
During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.
During our episode today, we’re going to discuss specific steps you can take in each of the last five years before retirement to better position yourself to enjoy the rewarding retirement you’ve worked so hard towards.
During this episode, we’re going to do a deep analysis of the recently passed American Rescue Plan. In our final segment, we’ll address some good post-pandemic budgeting options.
During this episode, we’ll look at the steps people who are very close to retirement may want to take to ensure their financial strategies are as solid as possible so they leap into retirement with optimism and confidence.
During this episode, we’ll discuss some potential tax breaks for people who are in their 50s and 60s, the self-employed, and tax breaks that anyone can take advantage of.
In this episode we wrap up our discussion on the economic challenges to your retirement that we are facing due to Covid, the deficit spending, stimulus bills and the overall impact taxes have on your finances and retirement income.
In this episode we continue our discussion on the economic challenges to your retirement that we are facing due to Covid, the deficit spending, stimulus bills and the overall impact taxes have on your finances and retirement income.
In this episode we continue our discussion on the economic challenges to your retirement that we are facing due to Covid, the deficit spending, stimulus bills and the overall economy.
In this episode we discuss the Economic challenges to your retirement that we are facing due to Covid, the deficit spending, stimulus bills and the overall economy.
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
In times of economic uncertainty, there can be tremendous value in examining your retirement income strategy to make sure you aren’t falling victim to one or more of the common retirement strategy mistakes that can upend your hopes and goals for retirement.
Have your circumstances changed during the coronavirus economy? Some simple budgeting adjustments may help you get through this economic volatility a little easier. During our episode today, we’re going to dig into just how important it can be to conduct a financial checkup.