If you don't have an HSA yet, please give this episode a listen. If you do have an HSA, you still might learn a thing or two. For instance, did you know you can roll over money from your IRA into your HSA?

Here's the RBC Wealth Management "Taking Control of Health Care in Retirement" report.

Here's a list of 7 HSA custodians that offer investment options.

Here's the Investopedia article about IRA-to-HSA transfers.

Here's a link to the Marriott Bonvoy Rewards card that'll give you excellent travel rewards, (and up to 3 free nights just for joining) while giving me, your loving host, some bonus points.

Email me at matt@rogueretirementlounge.com if you have any questions.

And check out my retirement planning podcast website at rogueretirementlounge.com.

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Happy Independence Day weekend (to my friends here in the States).

Today we're gonna briefly talk about financial and retirement-related education for women, and a terrible article I read in Kiplinger's.

I mention the Bigger Pockets Money Podcast, which you can find here: https://podcasts.apple.com/us/podcast/biggerpockets-money-podcast/id1330225136

Here's a link to the blockchain demo I discuss. You're gonna LOVE this: https://www.youtube.com/watch?v=_160oMzblY8

Modern Finance, a podcast we all should be listening to: https://podcasts.apple.com/us/podcast/modern-finance/id1338620184

The pandemic retirement savings survey: https://www.magnifymoney.com/blog/news/pandemic-impact-on-retirement-survey/

And last but not least, if you want to support this podcast, it's as simple as signing up for a Marriott Bonvoy Rewards credit card through the links on the Rogue Retirement Blog. If you sign up for the card using one of the links on that page, we'll both get great bonuses!

For more retirement planning podcast episodes, check out the Rogue Retirement Lounge website.

And as always, feel free to email me at matt@rogueretirementlounge.com if you have any questions.

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Today I'm going through some of the highlights of the 2021 version of the Guide to Retirement, from JP Morgan Asset Management. According to the nice folks at JP Morgan,"Updated annually, the Guide to Retirement provides an effective framework for supporting advisor retirement planning conversations with clients. It includes charts and graphs to help explain complex topics in a clear and concise manner."

According to Katherine Roy, Chief Retirement Strategist, J.P. Morgan Asset Management, “Our 2021 Guide to Retirement considers a number of timely themes impacting those planning for retirement, such as managing lower expected returns for those closer to retirement, the importance of diversified investing, and tax management strategies.”

It's a 50+ slide PowerPoint deck and if you're not a complete retirement nerd, it's a big pile of eye-crossing charts and graphs. But there is some good information. And today I go through some of the highlights and how some of the data might affect you and your retirement plan. So join me, won't you?

And if you want to download a copy for yourself, here's a link:

https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/

Do you have retirement planning questions? Stop by the Rogue Retirement Lounge website.

Or send me an email at matt@rogueretirementlounge.com

Wanna support this podcast? Sign up for the Marriott Bonvoy Rewards Visa card! You'll earn kickass hotel points for your next vacation, and I, your host, will receive a fat stack of bonus Marriott points. Talk about a WIN-WIN!! Click here to make my whole week!

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Today's episode is a deep-dive into the solo 401(k), which is a 'secret weapon' for solopreneurs. Did you know you can buy cryptocurrencies, gold, real estate, or even a race horse with a solo 401(k)???

Log onto E*Trade and try to buy investment real estate within your IRA. You can't do it. And that's why you need a solo 401(k). Not to mention, the SUPER-HIGH contribution limits.

Jordan Sheppherd has helped hundreds of people set up solo 401(k) plans. He's an expert in this stuff and he's a really cool dude.

Self-direction is an amazing opportunity that I believe all self-employed people should take advantage of. But don't take my word for it; check out this episode and find out for yourself.

Learn more about Jordan's services at www.checkbookira.com.

Disclosure: I hired Jordan to set up my solo 401(k) a few years back, and it was the single most important decision I've made in my retirement planning process.

Hey, do you have a question about retirement planning you'd like me to answer on a future episode? Email me at matt@rogueretirementlounge.com or visit my retirement planning podcast website and click the red "Send Matt a Voicemail" button on the side and ask a question there.

Also, if you can leave me a review for this podcast on whatever platform you use, I'll be your best friend!

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Just a little retirement news for the week ending Friday June 18, 2021.

More inflation as a direct result of labor shortages, which are a direct result of federal unemployment bonus programs.

Will the 1031 exchange go away?

Investing in cryptocurrency within a 401(k)? WTF?

Mortgages for retirees. Here's the Forbes article: https://www.forbes.com/advisor/mortgages/get-a-mortgage-after-retirement/

New retirement study shows the pandemic has altered some folks' retirement plans.

Check out the website for this retirement planning podcast at https://www.rogueretirementlounge.com

And email me your questions: matt@rogueretirementlounge.com

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What do you do if you want to get involved in real estate as part of your retirement plan, but you don't want to be a landlord? That's easy: Invest in real estate syndications.

A syndication is basically a partnership between a group of investors to purchase some kind of asset. There’s one person or a team of people who act as the sponsor or syndicator, and then there are the investors, who put in money, which is usually used for the down payment, and sometimes partially for improvements to the property, once it’s acquired. Investors in these syndications often receive quarterly distributions, followed by a large payoff once the property eventually sells.

In today's episode, I'm going to run you through my first syndication investment, which I got into in the summer of 2018. My goal is to show you that it's not complicated, and if you get to know the right people, these can be very safe, very lucrative investments.

I believe that real estate can really accelerate the growth of your retirement nest egg, while at the same helping you avoid the volatility of the equities markets.

Check out today's episode and see how easy it is to get real estate into your retirement plan.

For more information and episodes, be sure to visit my retirement planning podcast website at http://www.rogueretirementlounge.com

And if you have any questions you'd like me to answer on the show, feel free to email me at matt@rogueretirementlounge.com

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So just for the hell of it, I thought I'd record a quick episode covering some of the week's retirement-related news. It's a short episode, but have a listen.

Retirement planning is seriously like a part-time job, so I want this podcast to be a one-stop resource for you. Doing a weekly news episode might be part of the plan, so let me know if you get any value out of this.

Meanwhile, this retirement planning podcast does have a website, so pop by and sign up for my mailing list.

And if you have any questions you'd like me to answer on the podcast, email me at matt@rogueretirementlougne.com

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What if you can't afford to retire? What if half of your nest egg gets wiped out in the coming economic collapse? Or what if you could retire five years earlier by finding an alternative place to live for less than half the price of the US?

Today I'm very proud to have Tim Leffel on the show. He's an award-winning travel writer and author of The World’s Cheapest Destinations, Travel Writing 2.0, and the living abroad book A Better Life for Half the Price.

He is also editor of the narrative web publication Perceptive Travel, named “best online travel magazine” by NATJA and “best travel blog” by SATW.

This guy is a true expert on living abroad. Currently he's in Guanajuato, Mexico, living well for less than what his mortgage payment was when he lived in Florida.

Check it out and be sure to visit the website for this retirement planning podcast.

Any questions about retirement planning for the self-employed? Email me at matt@rogueretirementlounge.com

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