Steps to Take if You’re 5 to 10 Years From Retirement
From managing cash reserves to understanding Social Security, this episode covers some of the most important areas of planning that will help you take the steps to secure your financial future.
From managing cash reserves to understanding Social Security, this episode covers some of the most important areas of planning that will help you take the steps to secure your financial future.
Life insurance is a product we get asked about all the time as people are trying to determine if they need to hold on to an old policy or even bother getting one at all. We get this question all the time and there have been a couple different scenarios come up recently that we wanted to bring to the show. So we’ll address those and go through the reasoning behind what we’ve discussed with clients.
Have you heard of some of the latest frauds? The more you know, the better you can keep safe from being fooled by a fraud.
Recently, there was a COLA increase of 1.6% for Social Security benefits. Matt will give his thoughts on the long term benefit of having a COLA increase, even though the percentage may not seem impressive at first. We will also discuss why working past age 65 is not so uncommon anymore and the importance of mapping out a plan with how you would like to spend your time in retirement.
As we move from work to retirement, we experience a paradigm shift. Suddenly, we’re moving from wealth accumulation to income distribution. Matt explains.
We’re dropping “Money” from the show today and calling it Smart Questions. Matt shares Maggie’s story about his wife’s life-altering trip to the hospital.
Matt tells us about times clients have said they wish they’d met him sooner. He’ll detail how doing so could’ve spared them a major headache.
The retirement planning process is uncomfortable. Find out why it’s uncomfortable, and discover what you can do assuage your angst.
We’ll feature your listener questions from the Mailbag on emergency funds, market crashes, and the retirement planning process.
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