Retirement Junction: Recent Episodes
Bob Carlson
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.
Are you getting a tax refund this year? Here are a few industrious ways to use your refund to improve your financial future.
Many workers are considering a phased retirement option. But how realistic is that possibility?
Most Americans have credit cards and many of them are carrying debt on those cards. We will discuss some of the tips and tricks you can use to cut out or even eliminate your credit card debt to help improve your financial situation.
Are your retirement investments set up to give you the highest possible return? Are you invested in the appropriate assets for your financial journey? This episode discusses some potential ways for you to improve your returns and financial future.
Annuities can be confusing and have many different options. So today we are going to talk about what they are and simplifying the concept of an annuity.
Layoffs, downsizing, mergers - Prepare for Retirement that might come earlier than your plan.
401(k) plans are one of the most popular ways to save for retirement. They can be especially valuable if your employer matches a percentage of your contributions. But what about people who don’t have the option of a 401(k)? In this episode we talk about what your Retirement Savings Options are when a 401(k) isn’t an option.
Examining the Seven Deadly Sins of Planning for Retirement. Are you guilty of any of these?
Winning the lottery isn’t a retirement plan. But that doesn’t mean some of your dreams are lost.
In this episode we go over tips and suggestions to help you create a successful retirement budget.
A rainy day can ruin your mood, a downturn in investments can make you want to panic. Here’s strategies to help avoid both.
Retirement timing is different for everyone. You should have a plan so you avoid a rash and potentially costly decision. Halftime likely isn’t the right time.
Women face different hurdles in retirement from men. We break down three of the most common issues.
So many celebrities die without a will or a legacy plan in place. We discuss how to avoid this and other legacy planning mistakes.
How the Tax Cuts and Jobs Act of 2017 will impact alimony and retirement accounts through new rules.
Tips to protect and monitor your social security number in a time of data breaches and hackers.
The newest member of the British Royal family has arrived. He’s already begun to create his legacy. Have you?
How to find the right financial services professional to get you to the summit of retirement.
Modern life can throw a lot of distractions in our paths. We can be so caught up in chasing the moment, that we endanger our future, both physical and financial.
Market volatility often feels like a rumbling volcano that could erupt at any time. It’s time to make sure your Market Volatility Emergency Plan is in place.