Episodios

  • Volatility Is Back

    Volatility Is Back
    May 1 2025
    Volatility is back and has been for much of 2025 to date. Pat and Jesse discuss why it is important for retirees to be proactive with their plan in times like this, but not to the extent of trying to time the market, which usually doesn't work out well for many investors.
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    28 m
  • Is A Recession Coming?

    Is A Recession Coming?
    Apr 24 2025
    Some economists think a recession is coming later this year. Pat and Jesse discuss this possibility, as well as recurring market volatility and how a written financial plan can help you weather either of these scenarios.
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    28 m
  • Risks in Retirement

    Risks in Retirement
    Apr 17 2025
    There are risks to retiring which can include longevity, taxes and other factors that you can't always see coming. Today Pat and Jesse take a look at these and discuss how having a solid plan in place can help to deal with them.
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    28 m
  • Taxes in Retirement

    Taxes in Retirement
    Apr 10 2025
    Many retirees assume they will pay less in taxes in retirement because they've stopped working, but that may not be the case. Pat and Jesse take a deep dive into the way tax rates on retirement income can affect not just what you pay on withdrawals, but also on Social Security, Medicare premiums and more. They also discuss how tax planning can help possibly lower the amount you legally owe.
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    28 m
  • Where Do You Live?

    Where Do You Live?
    Mar 27 2025
    Pat and Jesse revisit a couple of subjects, including deciding where you want to live in retirement. Is it where you currently are, or someplace different? They also go over the kinds of questions you need to ask to help you determine the answers you need. Then Pat goes over a retirement checklist to make sure you have everything necessary for your retirement plan.
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    28 m
  • Risks and Questions

    Risks and Questions
    Mar 20 2025
    Pat and Jesse revisit the subject of retirement risks, including longevity, taxes, inflation and more. They also answer listener questions from the mailbag.
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    26 m
  • The Hidden Costs of Retirement

    The Hidden Costs of Retirement
    Mar 13 2025
    One thing that is necessary in retirement planning is accounting for various expenses - not just your every day life necessities, but also the financial costs such as paying taxes, investment expenses and more. Pat and Jesse take a look at what these entail and some ways to save on these costs.
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    28 m
  • Social Security and Taxes

    Social Security and Taxes
    Mar 6 2025
    These two subjects are subjects of endless talk and change in Washington, and retirees have plenty of questions surrounding each. Pat and Jesse discuss Social Security first, taking a look at what may happen in several years if the program reaches the point of not being able to pay all of its intended benefits. Then they dive into taxes and what could happen if Congress passes a new program where rates may change.
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    28 m
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