Posts Tagged ‘Income Planning’
The Gray Zone of Retirement Planning
When it comes to retirement, some decisions aren’t as clear-cut as they seem. Should you pay off your mortgage early? Convert to a Roth IRA? Claim Social Security at 62 or wait until 70? The math might say one thing, but your emotions, goals, and personal circumstances often pull you in another direction. In this episode, Eric tackles the “gray areas” of retirement planning, those tricky crossroads where logic and lifestyle collide.
Read MoreIs Your Retirement Based on Wishful Thinking?
Many people fall into the trap of wishful thinking when it comes to what they expect will happen in retirement, but a successful retirement isn’t built on hope and assumptions.
Read MoreMost Common Retirement Planning Mistakes
We all make mistakes from time to time. But what if your financial mistakes could be avoided with just a little insight? Eric shares some of the most common retirement planning mistakes people are prone to make and what you can do to save yourself from heartache.
Read MoreReasons to NOT Work with a Financial Advisor
Are there any good reasons to skip out on working with a financial advisor? We talk through some funny ones on today’s show.
Read MoreMailbag: Rental Properties, Advisor Reviews, and More
We are opening up the mailbag today to answer some listener questions. We will be discussing rental properties, taxes on sold businesses, and changing advisors based on investment performances.
Read MoreRetirement Income Planning Essentials
What do you need to know about retirement income? From Social Security to planning for inflation, Eric breaks down the basics of what you need to know and how to make a plan that fits your future.
Read MoreTechnology For Retirement Planning
There are all sorts of online tools out there for financial planning. We’ll talk about some of the various technologies and tools to choose from as you prepare for retirement.
Read MoreWhy Retirement Planning Ain’t What It Used To Be
You’ve heard your parents discussing how difficult things used to be. We’ve all heard the adage about walking uphill both ways in the snow to get to school. However, reality suggests retirement planning actually used to be easier than it is today. Find out why.
Read MoreThe Financial Water Wheel
On this podcast, we love a good analogy. Join us as we discover what we can learn from retirement by observing a water wheel.
Read MoreEpisode #22: Common Money Mistakes
There are many moving parts in a successful retirement plan. If you’re not careful, it’s easy to gloss over key details. Eric uncovers some of the common money mistakes he sees people making.
Read MoreEpisode #21: Retirement Income Planning
Income planning is an essential part of retirement planning. Learn to examine your income needs in retirement, and join us for a conversation on diversification.
Read MoreEpisode #19: Pension Buy-Outs
Join us as we dive into the mailbag. This week, we’ll feature your email questions on pension buy-outs, commercial real estate, and divorce.
Read MoreEpisode #18: Defining Dividend-Paying Stocks
We hear about dividend-paying stocks, but what are they? Find out as we take your email questions. We’ll also hear from a couple with a significant age gap between spouses.
Read MoreEpisode #16: Retirement Checklist
Much like a pilot going through his pre-flight checklist before takeoff, it’s important you examine your pre-retirement checklist before walking away from a paycheck. Eric explains the items on that list.
Read MoreEpisode #13: The Retirement Gridiron
This time of year, you can find football on TV almost every night. Let’s see what we can learn about retirement from the gridiron.
Read MoreEpisode #11: Financial Warning Lights
Much like the lights on your dashboard that indicate issues with your car, there are indicators in your financial life that highlight problems in your portfolio. Join us as Eric serves as our financial mechanic.
Read MoreEpisode #7: Financial Pop Quiz
Today’s Prep: Eric takes a multiple choice pop quiz about retirement planning. See how his answers stack up with your own. Equipping Points: 1:29 – At What Age Should…
Read MoreEpisode #2: Fill In The Financial Blanks
Avoid any gaps in your financial plan. Join us as Eric fills in the financial blanks in your retirement.
Read More