Hear the story of Dr. Smith and how his retirement concerns are likely similar to many of your own. How do I select a good advisor? What to do with my employer retirement plans? How do I transition my healthcare? Hear all of this plus estate planning issues and Dr. Smith’s reflections on his retirement transition in this jam-packed episode. Continue reading
Podcast
Ep 104: Understanding Your Retirement Plan Results
Kudos! You went through a retirement planning process or completed an online calculator and have the results. Now, what the heck do they mean exactly? Continue reading
Ep 103: Mailbag – Bear Market Investment Questions
The bear is roaring and eating away at stock and bond returns. What’s an investor to do? Continue reading
Ep 102: Interview with Retirement Researcher Dr. David Blanchett (Part 2)
Listen to Kevin and David do a deep dive into key assumptions made in your retirement planning – investment returns, spending assumptions, longevity, and inflation. Continue reading
Ep 101: Interview with Retirement Researcher Dr. David Blanchett (Part 1)
Listen to Kevin and David do a deep dive into key assumptions made in your retirement planning – investment returns, spending assumptions, longevity, and inflation. Continue reading