There are many ways that could threaten your financial security in retirement. Knowing the common issues can ensure that you don’t fall into the traps.
Today’s financial headline comes from Yahoo Finance and is called 8 Ways Baby Boomers Become Poor in Retirement. Listen in to learn what they are so that you don’t drive yourself into the poorhouse.
Subscribe to Retirement Starts Today on
Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, orSpotify
We all want to retire, but have you considered how you would like to transition to retirement?
This week’s retirement headline article shares some interesting statistics on phased retirements: who is thinking about them, who is utilizing them, and what people think about them.
Listen in to learn the findings. Then stick around for our listener question surrounding stock positions, diversification, and taxes.
Subscribe to Retirement Starts Today on
Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, orSpotify
Once upon a time, there was a prediction that the baby boomer generation would face a retirement crisis. So how did this gloom and doom projection turn into the wealthiest generation in history? Listen in to find out.
Make sure to stay tuned for the listener question: What is the best way to fund a large expense without a large tax bill?
Subscribe to Retirement Starts Today on
Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, orSpotify
You’ve heard of the 4% rule, and if you’ve listened to this podcast before, you’ve heard of Guyton’s guardrails strategy. But have you ever heard of using them together? Today’s retirement headline explores this idea.
Overall, the article highlights the importance of considering sequence-of-returns risk in retirement planning and adopting flexible strategies, such as guardrails, to ensure financial security throughout retirement.
Listen in to learn more about this combination of strategies as well as my opinion on the matter. Then stick around for the listener question segment where Bret and I answer the question: Do I need a will if I want to split my assets evenly between my two children?
Subscribe to Retirement Starts Today on
Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, orSpotify
Is it possible to suddenly step away from a high-powered job and into a life of leisure? This may not be the best idea for your retirement if you work at the executive level.
In this episode of Retirement Starts Today, we’ll explore an article from Harvard Business Review that outlines several pitfalls that could come with retiring from a high-powered job and insights on how to navigate them.
Stick around for the listener question segment to hear the best ways to give money to your adult children while you are still living rather than waiting until you pass away to leave an inheritance.
Subscribe to Retirement Starts Today on
Apple Podcasts,Stitcher,TuneIn, Podbean,Player FM,iHeart, orSpotify
There are two ways to mess up retirement: run out of money or die with regret. Oftentimes, people in the retirement space only focus on the running out of money part.
In an effort to help you live an even better retirement, today’s retirement headline discusses the regret part. Join me to learn five expenses that retirees wish they had spent more money on so that you can learn from their mistakes.
Stick around to hear the answer to our listener question: Is there one person who can help develop a comprehensive retirement plan? Or do you need to have an investment advisor, a financial advisor, a tax advisor, and an estate planning attorney? Find out the answer by pressing play.
Subscribe to Retirement Starts Today on
Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, orSpotify
If you want to spend more money in retirement you’ll want to understand how to maximize your Social Security benefits. Many people think that there is no going back once you’ve decided to collect your Social Security benefits. However, today’s retirement headline discusses two options in case you’d like a do-over.
In our listener question segment, one listener asks the best way to pass on their assets to their children. Listen in to hear the answer and scroll to the bottom of the show notes to discover more estate planning resources.
Connect with Benjamin Brandt
Subscribe to Retirement Starts Today on
Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, orSpotify
Tax season is here so when I found this article from Morning Star to share some tax tips for you. Your tax bill will be the largest bill you pay in retirement. If you want to reduce it, make sure to press play.
Helping clients save money on taxes and avoid common investment mistakes is an important task for financial planners. If you don’t have a financial planner, that means you are your own financial planner, so you’ll want to take good notes.
Subscribe to Retirement Starts Today on
Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, orSpotify
Some tax breaks aren’t worth the hassle of pursuing them, however, today’s example is definitely worth the hassle!
If you are charitably minded you’ll want to listen to learn about the advantages of making qualified charitable distributions. Discover how to increase your standard deduction while enjoying charitable tax benefits.
Stick around for the listener question to hear a great way to start practicing spending your money when you have been over-flexing your savings muscle.
Subscribe to Retirement Starts Today on
Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, orSpotify
Planning retirement spending is tough to do since there are so many unknowns. Many people tend to take a fear-based approach and rely on the 4% rule. Some even take a step further and spend less of their nest egg.
Today’s Retirement Headline urges you to take a different approach. Listen in to hear what the article advises and my thoughts on the matter. Then stick around for the listener question to learn how our national macroeconomic situation affects financial planning.
Subscribe to Retirement Starts Today on
Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, orSpotify
I don’t know about you, but I want to stay active and healthy for as long as possible. That’s why when I saw this Forbes article I knew I wanted to share it with you.
If you want to learn how to age gracefully and maintain your vitality, you won’t miss this episode. Then, stick around to hear my answer to the question: why do some people have a hard time with retirement?
Subscribe to Retirement Starts Today on
Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, or Spotify
As you probably know by now, Bret and I are here to help you spend more money and spend less in taxes so that you can live an even better life in retirement.
This week we’re helping you do that by sharing some lessons that we learned from our clients’ fall tax meetings. If you enjoyed our Lessons in Estate Planning episodes last spring, you’ll love hearing what we learned from our clients this fall. Press play to hear what you can learn from our experience with our clients.
Subscribe to Retirement Starts Today on
Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, orSpotify