Retired-ish

What is long-term care & how does it work? In this episode, I’m joined by Long-Term Care expert, Hospital Discharge Planner, and Geriatric Care Manager Eileen Dunn to educate us on the basics and rea…

In this episode I’m joined by mortgage lending expert John Stanfield with Viewpoint Financial as we dispel some of the myths about rental property investing so you can decide how you want to approach…

At some point nearing retirement, retirees often wonder: Are annuities a good idea for retirees?

The internet and world-at-large is full of conflicting information about annuities, and whether or not…

Plain and simple, your retirement income plan will make or break you in retirement. In this episode, we discuss the importance of creating an actual plan that focuses solely on how you will get your …

In this episode, we show you how to spot shadow taxes which are hidden taxes you may pay without a trained eye. These are taxes and penalties hidden from plain sight that many people pay, although th…

In this episode we will go through a process that will help you figure out what to do when an elderly parent or a spouse dies.  

This is especially useful if you are the named executor of an estate, …

Bonds are very misunderstood by most retirees and investors alike simply because they don’t get much love and attention, but bonds are actually very simple, more-so than stocks. In this episode, I te…

Estate planning in retirement can be a daunting task. The problem is that most of us put off this aspect of retirement planning because it doesn’t raise an immediate need. The truth is that estate pl…

Roth conversions are a great strategy that you can use to help build up your “tax-free” bucket in order to provide you with more flexibility in retirement. Having more tax-free money can help you avo…

Medicare is a daunting program to understand for most retirees. In this episode we break down the different components and additional coverage options in layman’s terms. Having a good understanding o…

The greatest threat to your life savings is lurking in the shadows ready to strike when you least expect it. This threat presents itself when going from saving to spending your retirement nest-egg - …

There are many nuanced factors to consider when creating a retirement investment portfolio. In this episode I go over some of the more important foundational building blocks, and how to begin the pro…

Financial markets are scary… and we humans make decisions largely based on our current emotions. Mixing those two things together, and you get a toxic concoction.

Investing should be based upon us ac…

Taking the proper steps early to prepare yourself for one of life’s biggest transitions can alleviate much unwanted stress and…save you money.

In this episode I continue the conversation on taxes and…

Taking the proper steps early to prepare yourself for one of life’s biggest transitions can alleviate much unwanted stress and…save you money.

The first step in preparing for retirement is determinin…

Let’s go over two little known Social Security strategies and the long-term implications of each.

In this episode, I discuss why Social Security is paying out lump sum payments to retirees and the pi…

Episode #2: How to use tax gain AND loss harvesting to your advantage. If done appropriately, tax gain/loss harvesting can help you reduce taxes, thereby keeping more money in your pocket which can h…

Episode #1: Don’t add the IRS to your list of beneficiaries! Here are 5 of my favorite tax and estate planning tips when it comes to retirement accounts including IRAs and employer plans!

You’ll also…