Jun 24, 2020
People retiring single have to think about some areas differently than couples. In some ways, retirement planning is more simple. In others, it can be more complicated. This episode walks you through eight areas the single retiree should be thinking about, including taxes, Social Security, long-term care, Medicare...
Jun 23, 2020
The terms Fee-Only, Fee-based and Fiduciary can be confusing. Complicating matters more, a lot of financial advisors can answer "yes" when asked if they are a fiduciary. Not as many can answer "yes" if asked if they are a fiduciary at all times. Listen to this episode to learn about the different types of Fiduciaries...
Jun 22, 2020
The inaugural episode of For Your Retirement walks you through a retirement focused case study. Financial Planning is more than investment management, even goals-based investment management. This episode should illustrate what that means. Areas covered include tax planning, investments, income planning, estate...