The One About Retirement: Recent Episodes
Rhett Wood and Mark Rose
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.
There’s no better time than the new year to adopt some new, positive habits. Can 2020 be the year that you start to achieve your financial goals? Listen in for helpful tips on how to do that.
This episode looks at some ways to improve your efficiency and make the most of the time you spend managing your money. Most of us want to be better at managing our money. But it can feel like a time-consuming effort. Budgeting, credit monitoring and more all take time.
The financial media is flooded with information about annuities. Some of it may be good to know. Some may not be. How can you filter the perceptions that are rooted in reality from the ones that aren’t?
The financial media is flooded with information about annuities. Some of it may be good to know. Some may not be. How can you filter the perceptions that are rooted in reality from the ones that aren’t?
This episode examines the connection between your emotions and your financial life. Looking at tips and options to keep your finances safe from your emotional rollercoaster.
This episode focuses on two topics have recently been in the news Phone Call Scams and Tariffs. Do you know as much as you should about either topic?
Defining what a Bear Market is and addressing the stages and causes. Also, strategies designed to help keep your retirement safe from a bear market.
This episode examines some of the biggest dangers of putting off creating a financial strategy for retirement, including budgeting, long-term care and sharing your financial story with your beneficiaries.
In this episode we talk about how to intelligently financially plan even if you don’t intend to retire. Not retiring is a choice that some people may be willing to make. However, that doesn’t mean they shouldn’t be saving for the future. In fact, not saving for the future could be putting your future in doubt.
Are you receiving a tax refund this year? Do you have plans for those funds? Listen to this podcast to learn some options for your tax refund that can improve your finances.
Pensions are disappearing. What can you do to make sure that you have adequate monthly income in retirement? Listen to this podcast to learn more about retirement preparation
Ultimately, developing a sustainable, reliable, and feasible plan for your retirement may come down to one basic question: how can I make my money last as long as I will? Today we talk about this and how managing your qualified money can help you achieve this goal.
Today, we’re going to talk about annuities. You’ve probably heard of them and some of you might be quite familiar with them. However, they can be confusing because they have many different options. So today, we’re going to help simplify annuities.
Retirement is different for everyone. Some individuals retire just as they expected, others have retirement earlier than expected through layoffs or a corporate restructuring. No matter how your retirement begins, controlling your expenses during retirement is important for any retiree.
Most people are worried about how much money they have in their retirement accounts. However, many people forget to consider how much they’ll be SPENDING in retirement. In this episode we’re going to talk about your spending in retirement, and, more importantly, SPENDING LESS.
It may be time for a procrastination intervention when it comes to your retirement strategy. What do you need to do first?