Ep 76: Your Hierarchy of Retirement Needs

Hear Kevin discuss Maslow’s work and how it relates to retirement. He’ll discuss real-life stories of how clients have retired but struggled to meet needs without work with the hope of helping you avoid the same. Continue reading

Ep 75: 10-Year Return Forecasts

Hear Kevin review 10-year return forecasts from leading money managers Blackrock and Research Affiliates. What are domestic and foreign stocks likely to do? How about bonds and real estate? Tune in to find out and become a more informed investor. Continue reading

Ep 74: Modeling Real Estate & Business Values In Your Retirement Plan

One of the beginning steps in every retirement plan is to value your assets and project their values into the future. Valuing assets like stocks and bonds is easy (though making accurate projections becomes more difficult.) Complexity increases even more when you consider illiquid assets like real estate and business ventures. Continue reading

Ep 73: What Age Should You Get Serious About Planning For Retirement?

Hear Kevin describe a conversation he recently had with a podcast listener aged 57. He’s planning on working for several more years and was wondering if now is too soon to get serious about planning for retirement.

Kevin discussed the qualitative and quantitative benefits clients often get from the Retire Smarter Solution as well as some time-sensitive issues you need to address well before you retire. Continue reading

Ep 72: How Your Retirement Spending Is Likely To Change With Age

In the last episode, Kevin answered a listener question on inflation. He explained why retiree spending patterns in part combat inflationary risk retirees face.

Now hear Kevin delve deeper into retiree spending patterns. Traditional retirement advice of having a steadily increasing income for life is wrong for most. If you don’t want to work longer than you have to or want to spend more in retirement, this is an episode you’ll want to listen to. Continue reading