Episode 7 of the NewRetirement podcast is an interview with Allan Roth — a highly in demand, by-the-hour financial advisor with over 25 years of experience in the field. He also also runs Wealth Logic. Allan and Steve discuss how (and why) most people can do much better financially by …
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Earlier this week I traveled to Chicago to attend the Retirement Income Summit — a financial advisor industry conference focused on the latest ideas about how to improve and secure retirement income. I saw presentations, met up with insiders in the financial services industry and found a few ideas to …
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When we reach the age of 70 ½ we must — in order to avoid tax penalties — take Required Minimum Distributions from IRAs, 401ks and other types of tax advantaged accounts — all retirement accounts funded with pre-tax contributions. Here are some strategies to manage Required Minimum Distributions ( (RMD …
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Most people struggle and worry about being able to retire in their mid to late 60’s. At that point, you are expected to have hundreds of thousands (maybe even millions) of dollars in your retirement accounts, get additional money from Social Security, and also get some government assistance with healthcare …
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Beeeep beeeep beeeep… Ugh. The alarm clock. It’s Monday morning and you don’t even want to move, let alone get up, get ready, and head off to work. But…you’re an adult. So, like the past 30, 40 or 50 years, you climb out of bed, put on your classy clothes …
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If you are worried about paying for retirement, it is worth evaluating the pros and cons of annuities. An annuity is an insurance product that pays out income. You make an investment in the annuity and then it makes payments to you, giving you a dependable income stream during retirement. …
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Were you the kid in kindergarten that secretly ate paste in the corner? Or were you the one solving all the math equations from the end of the book on your first day in class? (I knew those kids. Both of them were in my class – and I’m not …
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Episode 6 of the NewRetirement podcast is an interview with Karsten Jeske (also known as Big ERN). Steve and Karsten discuss Karsten’s mega financial background and his journey to financial independence. Listen Now: Don’t miss out on future episodes: subscribe on iTunes subscribe on Stitcher And, join our private Facebook …
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Scarcity can be a big problem in all kinds of situations, including retirement. You’re busy – probably more so than you’ve ever been. There are meetings to attend, important emails unread, and looming deadlines that seem more and more impossible with each passing day. You have absolutely no time to …
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Your longevity is one of the most significant unknowable factors that determine how much you need for retirement, how much you can spend, how much time you have to do the things you want to do and more. Estimating your longevity using one of the best life expectancy calculators can be …
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