Episodios

  • 401k vs Pension

    401k vs Pension
    May 2 2025
    Which is better for retirement - a 401k or a Pension. We review the pros and cons of each retirement plan and decide which is preferrable for retirement planning. At age 62, would you rather have $1 million in a 401k or $75,000 per year in lifetime income?
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  • Why You Want a Market Crash

    Why You Want a Market Crash
    Apr 25 2025
    Are there people, including those close to retirement, that want to see a stock market correction? In this show we talk about the six types of people that enjoy Bear Markets and why you may want to be one of them.
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  • Retiring in a Bear Market

    Retiring in a Bear Market
    Apr 18 2025
    Retiring is a difficult task for many. If you happen to time retirement during a bear market, it may make things even more difficult. What should people do to alleviate the pressures associated with retiring as the market is going down?
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  • More Expensive to Retire in Florida

    More Expensive to Retire in Florida
    Apr 11 2025
    Where has it been getting more expensive to retire? Is Florida the "best" place to retire, or has it become the most expensive. The answer depends on who you ask. In this show we review three recent studies that show how expensive it has become to retire in the Sunshine State and elsewhere.
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  • Social Security & DOGE

    Social Security & DOGE
    Apr 4 2025
    Social Security is a big government program in the crosshairs of the Department of Government Efficiency (DOGE). Changes to the SSA in 2025 have been happening at a relatively face past (for a government agency). Are the rumors about how these changes are hurting the overall program and services true?
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  • Sacrificing Retirement for an Adult Child

    Sacrificing Retirement for an Adult Child
    Mar 28 2025
    More people are helping their adult children financially according to a 2025 survey. With the average support to an adult child of over $1,400 per month, this can become quite a drag on retirement savings. In this show we talk about the emotional and often difficult choices involved in this situation.
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  • 60-Day IRA Rollover Rule

    60-Day IRA Rollover Rule
    Mar 21 2025
    When you are moving your retirement funds from one account to another, it's important to follow the IRS rules, particularly if you are doing an indirect rollover. Be sure you are aware of the 60-Day rule to avoid taxes and a potential penalty when you least want it!
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  • Social Security Shortfall Preparation

    Social Security Shortfall Preparation
    Mar 14 2025
    Social Security payments are projected to fall short in the near future. How might this impact retirees and should claiming strategies adjust based on this potential income decrease?
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