Blog and Podcast

Ep 96: Rules Gone Awry – Retirement Healthcare Is Exorbitant

In this episode, Kevin turns the tables on a handful of common misconceptions about health care costs in retirement. Find out the truth about what health coverage and long-term care actually might cost and how you can factor them into your overall retirement plan. Continue reading

Ep 95: Rules Gone Awry – The 4 Percent Rule

You’ve perhaps heard the 4 percent rule, that if you take 4% out of your investment account each year, you’ll never outlive your money. Kevin talks about where this idea came from, and pokes some holes in this strategy in this installment of Rules Gone Awry. Continue reading

Ep 94: Rules Gone Awry – The Rule of 100

There’s a “rule” that says you should take 100, subtract your age, and the result tells you how much of your money you should invest in stocks. It would be awesome if retirement planning was that simple, but simple isn’t always effective and that’s the problem with the Rule of 100. Take a listen to find out about better ways to invest and plan for your financial future. Continue reading

Should I Sell a Stock with a Large Taxable Gain? (Part 3)

Have you acquired stock over time and seen it significantly rise in value over time? What should you do? Let it ride? Or should you sell, pay taxes, and reinvest in a more diversified fashion? Let’s consider some transition strategies to mitigate the tax bit to become more diversified. Continue reading

Ep 92: Rules Gone Awry- The 80% Spending Rule

In our Retirement Rules Gone Awry series, Walter turns to Kevin on this week’s podcast to understand how that “80% Rule” worked its way into the retirement planning vernacular and why we’d all be wiser to ignore it. Continue reading

Ep 91: What Retirees Want in a Home

Should you stay or should you go…While many Boomers intend to not move but age in place, an increasing amount are making a change. Learn why many more Boomers are choosing to go and where they are going to in order to improve retirement satisfaction.  Continue reading

Ep 90: What Retirees Want in Time, Health & Relationships

What do retired Boomers say is the key to retirement happiness? Think about what you would say and then take a listen to learn this and more on the show. Listen and learn as Kevin continues the podcast series, discussing the book What Retirees Want (WRW) by world-famous “Age Wave” expert Ken Dychtwald, Ph.D. Continue reading

Should I Sell a Stock with a Large Taxable Gain? (Part 2)

Have you acquired stock over time and seen it significantly rise in value over time? Now you have large, embedded capital gains and a more concentrated portfolio. Should you sell, pay taxes, and reinvest in a more diversified portfolio, or let it ride? Continue reading

Ep 89: What Retirees Want: Work In Retirement?

Listen as Kevin discusses the book What Retirees Want (WRW) by world-famous “Age Wave” expert Ken Dychtwald, Ph.D. Learn why your expectations of how long you’ll work will likely vary substantially from how long you’ll actually work and why this matters. Continue reading