Posts Tagged ‘Social Security’
Mailbag: Where Should I Invest after Maxing Out 401(k)?
When saving for retirement, a lot of people look to their 401(k). But what happens after you’ve maxed out your contribution based on the yearly limit? Eric explains what options you have to invest toward your retirement beyond a 401(k). This will include money in the different buckets as well as other products to consider.
Read MoreMailbag: Do We Need So Much Money in Cash?
Eric explains where things like your emergency fund can come and how couples usually think about savings. He also answers two other questions from the mailbag regarding retirement.
Read MoreMailbag: Which Investment Should I Withdraw From?
Whether you are nearing retirement or wanting to buy a new car, taxes are often a big part of the conversation. Thinking through how and when to withdraw from your investments strategically can make all the difference in what taxes you pay afterwards.
Read MoreEconomic News and Sensational Headlines
How much should you pay attention to some of these recent financial news headlines? Eric shares what he thinks and what matters when it comes to your financial situation.
Read MoreMailbag: Money Management Tips For Younger Couples
What financial advice does Eric have for younger couples? What can you do to reduce next year’s taxes? Eric answers these questions and more from the mailbag.
Read MoreMailbag: Should I Combine My Old 401(k) Accounts?
What should you do about 401(k) accounts from old jobs? How can you find out what your Social Security benefits would be? Eric answers these questions on today’s show.
Read MoreMailbag: Should I Sell my Rental Property for More Liquidity?
Time for some questions from the mailbag! Are you making wise financial decisions when it comes to generating retirement income? Hear what Eric has to say on today’s show.
Read MoreDelayed Gratification in Retirement Planning
What financial rewards are worth waiting for? We talk through three sets of options to determine whether delayed or instant gratification is better in retirement.
Read MoreTwo Truths and A Lie
What kind of lies do you need to watch out for when it comes to your finances? Eric shares the truth you need to know in these five financial situations.
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 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 MoreFinancial Abbreviations, Explained
While financial planning has a lot of numbers involved, here are a few letters and abbreviations you should know, too. Eric explains several common financial abbreviations.
Read MoreMailbag: Do I Really Need All of These Life Insurance Policies?
Do you need as much life insurance as you have? Or should you factor in eventual inheritance money when deciding when to retire? Eric answers three questions from the mailbag in this week’s podcast.
Read MoreHeard It Through The Grapevine?
From million-dollar retirement benchmarks to presidential election fears or predictions, have you heard these through the grapevine? Eric shares what he thinks about these three financial rumors.
Read MoreIs This Retirement Fact or Fiction?
Ever hear something and think, could that be true? Some of these financial concepts are fact and some are fiction–do you know which is which?
Read MoreMailbag: When Should I Take Social Security?
Are you wondering how much longer you really have to wait before claiming Social Security? Or are you looking to find the perfect financial advisor but haven’t found them yet? Eric answers three questions from the mailbag in this week’s podcast.
Read MoreFinding Predictable Income Sources in Retirement
When you retire, it’s important to set up several sources of income, particularly predictable income. What are some forms of reliable income and what streams of income are more vulnerable? We’ll explore the options and help you determine if they might work for you.
Read MoreStages Leading Up To Retirement
Life isn’t just “before retirement” and “after retirement” when it comes to your financial plan. There are several stages leading up to and through retirement. Which stage are you in?
Read MoreWhat’s In Your Financial Junk Drawer?
We all have that drawer in the house with random odds and ends–some of it valuable and some of it you have no idea what to do with. What about in your financial files or folders? Do you know what’s what and what needs to go?
Read MoreRetirement Decisions: More Than Just Investments
When it comes to planning for your retirement, there’s a lot more to consider than where to invest. Going beyond the data and numbers, you need to consider these areas of your life and what you want them to look like in retirement.
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