Retirement Starts Today

2015
October

Outline of This Episode

[2:12] The age for RMDs is changing
[7:58] Qualified Charitable Distributions have not changed
[10:35] Roth 401k or 403b no longer needed RMD
[12:00] An update to 529 plans
[16:58] Key takeaways

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Some $$ Now, More $$ Later, Ep #278 0

Jan 9, 2023

Do you ever wish you could sneak a peek into someone else’s retirement financial plan? Our retirement headline this week does just that. The article, Some Now More Later, takes a look into Richard Connor’s decision-making process as he examines how best to allocate his retirement funds and how he and his wife decided how to claim their Social Security benefits.

After the retirement headlines segment, we’ll discuss the best way to rebalance a portfolio in retirement. And lastly, in the personal development segment, you’ll hear our first audio submission from Linda on how she made an investment in herself by committing to learning a foreign language in retirement. Don’t miss out on this informative episode!

Outline of This Episode

[1:52] Deciding how to claim Social Security with multiple sources of income
[9:32] Connor and Vicky’s retirement income plan
[17:18] A rebalancing question
[23:20] Linda has started to learn Spanish in retirement

Resources & People Mentioned

Connect with Benjamin Brandt

Retirement Income University
Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/
Follow Ben on Twitter: https://twitter.com/retiremeasap
Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter

Subscribe to Retirement Starts Today on

Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify

Download this Episode

Social Security Benefits to Run Out Faster Due to Social Security COLA Increase, Ep # 277 0

Jan 2, 2023

Welcome back to a new year or Retirement Starts Today Radio! Just as you have been envisioning your retirement, I’ve been envisioning exciting new things for this podcast.

This year we are kicking off a couple of new additions to the show that I’m particularly excited about. After the retirement headlines, we’ll have our new Lead Financial Advisor, Bret, join us as an occasional co-host for the listener questions segment. In addition to our original segments, you’ll hear from listeners like yourself in our new personal development segment.

On this episode, you’ll hear the latest news on the Social Security front, I’ll answer a question about the best investment options for mid-term investments in a retirement portfolio, and one listener, Frank, will describe how he is investing in his health to improve his retirement. Make sure to stick around until the end to hear the latest addition to your second favorite retirement podcast!