Now displaying: August, 2019
Aug 26, 2019
Do you know what you need to do to travel or retire abroad? We asked and you answered. The number one thing that our listeners would like to do in retirement is travel. That’s why I found financial travel expert, David Jacoby from RemoteFinancialPlanner.com to help us understand all the nuances of travel and living […]
Aug 19, 2019
If you’ve seen then news lately, then you know that there are big changes in Medicare supplement plans coming in 2020. This is why I’ve invited Danielle Roberts on the show today. Danielle is a Medicare Expert with Boomer Benefits. Boomer Benefits is a Medicare broker that can help you navigate the complex world of […]
Aug 12, 2019
On episode 100 I answer listener questions including what to do about the rising costs of long-term care insurance premiums, what to do with old annuities, and SIPC protection. Thanks to all of you listeners for 100 amazing episodes! I have learned so much alongside you all. Your questions and feedback on the show have […]
Aug 5, 2019
Are you ready to learn about portfolio distribution? I’ve got the perfect visual for you! Listen in to hear how to rebalance your portfolio in retirement. Thank you all for sending in your rebalancing spreadsheets! Several listeners sent in their own rebalancing spreadsheets and they all were fantastic. I’m working with an Excel wizard and […]
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