Posts Tagged ‘Retirement Lifestyle’
Knowing Where You Stand in Retirement
Saving for retirement is not like it used to be. For too many, it’s a mystery whether or not they have what they need to retire comfortably. To best prepare for retirement, it’s important to know where you stand. Do you have an understanding of what your goals and financial needs are?
Read MoreMailbag: When Should I Retire?
When is the perfect time to retire? One question from the mailbag asks whether retiring now or in two years will make a big difference. Eric explains what you’ll need to consider and what differences you might encounter from a work and lifestyle standpoint. Then, he answers Nancy’s question on how important it is to have a financial advisor in retirement.
Read MoreWhat to Know About Retiring Today
When you work with a financial advisor, you aren’t just talking about money. Saving for your retirement also includes thinking about what kind of retirement lifestyle you want to have and what you need to keep in mind for the long-run. Do you want to work, by choice? What kinds of expenses will you have and how are they different in retirement? Is your money going to last for 30 years of retirement? Eric has seen his clients through all of these decisions and shares what to keep in mind about retirement.
Read MoreWays to Ruin Retirement
Building a successful retirement requires careful planning and wise decision-making. Unfortunately, it’s all too easy to undo all of that hard work by falling prey to common pitfalls. Rather than risking the enjoyment and security of your golden years, we’ll discuss some ways to avoid these mistakes and secure your financial future in this episode.
Read MoreSECURE Act 2.0 – What Retirees Need to Know
Congress passed the SECURE Act 2.0 at the end of 2022, and you might have missed it because it was part of a larger bill.
Read MoreRetirement Lifestyles
Retirement planning is so much more than simply having enough money socked away. Social activity, hobbies, skills, physical activity, and routines are all big components of your life now and likewise, should be in your retirement.
Read MoreMailbag: Is It Irresponsible to Retire Early?
Eric answers three questions from the mailbag today, all common scenarios that you might one day come across yourself. Find out what he has to say!
Read MoreRetirement Red Zone
Let’s talk football! As fans of the game, we make some comparisons between football terms and retirement planning. How can you win when it comes to our financial plan? Understanding the strategies ahead of time and having the right team behind you can make all the difference.
Read MoreMailbag: Do I Need To Budget For Retirement?
Day-to-day, Eric works with a lot of people as he helps them navigate a variety of financial decisions. But what might seem rare to you could be a more common occurrence to wit-ness in his office. How often does Eric come across scenarios like these? You might be surprised by some of the answers!
Read MoreRetirement Vacation Planning
Let’s plan the vacation of your dreams: retirement. More than simply a week away, you want to spend the right amount of time and energy thinking about this major season in life.
Read MoreWhat Goes Into a Customized Financial Plan?
Why should you have a customized financial plan? What do you need to consider and what goals help you build an outline for your plan? Join us as we talk about what goes into the process of setting someone up for a secure future.
Read MoreHow To Pack Your Financial Suitcase
When you go on a trip, a lot of times it helps to refer to a packing list to make sure you have everything. When putting together a financial plan, do you have everything in order? Let’s talk about what you need to put into your financial suitcase.
Read MoreWhat Is Your Retirement Mindset?
When it comes to retirement, where are you at? If you’re getting closer to retirement, it may help to understand your current mindset in order to know how best to proceed.
Read MoreFacing The Final Decade Before Retirement
The last few years leading up to retirement can have a significant impact on what your retirement actually looks like. This is when you start making the decisions and plans you’ll actually implement in a few years. Are you ready?
Read MoreUnlikely Wisdom From Unlikely Voices
You might not expect to gain wisdom from these popular celebrities. To be honest, these quotes weren’t intended to be about finances either. However, there’s plenty of retirement planning wisdom we can learn from these personalities.
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 MoreEpisode #26: Taking Care Of Family
Part of retirement planning includes taking care of family. After all, you’ll want to make sure your loved ones have what they need after you’re gone.
Read MoreEpisode #24: Breaking Bad Financial Habits
While it’s easy to slip into a routine, some of the habits you’re developing might do more harm than good. Eric offers tips for breaking bad financial habits.
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 #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.
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