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
Tag Archives: Retirement Income
Ep 98: Interview with Retirement Researcher Dr. Michael Finke – Part 2
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
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 93: Rules Gone Awry – Take Social Security Early
In part two of our Retirement Rules Gone Awry series, Kevin will tell us why this retirement “rule” needs to be scraped and give us the proper lens through which to view the social security problem. Continue reading
Ep 82: Social Security Update – Solvency, COLA, & Planning Strategies
The 2021 Social Security Trustee’s Report was recently released and the 2022 COLA is near finalized. What can we expect for the COLA and glean from the report? Learn the important points and key planning implications for your Social Security benefits. Continue reading