Podcast

Ep 10: Rules Gone Awry – A Lower Tax Bracket Part 2

December 20, 2018      Editor

Time for part 2 of our conversation on the retirement rule gone awry that you’ll be in a lower tax bracket at retirement. On this episode, we’ll showcase a scenario where following this rule really puts you off track. Continue reading

Ep 9: Rules Gone Awry – A Lower Tax Bracket Part 1

December 6, 2018      Editor

Let’s continue our series on breaking down some of the retirement “rules” that have gone awry. This week, we’ll begin a two-part series on the retirement rule that you should plan to be in a lower tax bracket in retirement. Is that really true? Listen to this week’s podcast to find out. Continue reading

Ep 7: Rules Gone Awry – The 4 Percent Rule

November 1, 2018      Editor

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 third installment of Rules Gone Awry. Continue reading

Ep 6: Rules Gone Awry – The Rule Of 100

October 18, 2018      Editor

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