Tag Archives: Retirement Income

Ep 111: Q4 Check-up & Tax Moves

November 10, 2022      Editor

It’s time to look back over this year and towards the next to adjust your planning. What tax moves should you make before the end of the year? And what moves should you plan for next year? Are your investments well aligned to meet your spending goals, or are you exposing yourself to unnecessary lifestyle risk? This and more… Continue reading

Ep 98: Interview with Retirement Researcher Dr. Michael Finke – Part 2

April 28, 2022      Editor

Listen to Kevin and Michael chat about a wide range of key retirement issues, the research behind them, as well as current topics: Life expectancy differences for average vs. wealthy people, what makes a retiree happy, why Social Security is such a good deal, how inflation impacts retirees differently than workers, why the current market environment contains much bad news for retirees, and much more.  Continue reading

Ep 97: Interview with Retirement Researcher Dr. Michael Finke – Part 1

April 14, 2022      Editor

Listen to Kevin and Michael chat about a wide range of key retirement issues, the research behind them, as well as current topics: Life expectancy differences for average vs. wealthy people, what makes a retiree happy, why Social Security is such a good deal, how inflation impacts retirees differently than workers, why the current market environment contains much bad news for retirees, and much more.  Continue reading