Ep 119: Top 5 To-Do’s Before You Retire

Getting to the point where you finally decide to retire is one thing, but trying to ride off into the sunset can be an exceptionally tall task. Hear Tyler Emrick, CFA®, CFP®, talk through his five must-do items to help you feel confident about cutting the paycheck cord.     Continue reading

Ep 118: How Much Is the Right Amount Of Cash?

Coming off a year with unprecedented interest rate hikes, everywhere you turn there is an advertisement for yields on CDs or other types of savings accounts. Clients are asking whether they should consider using these products, and if so, to what extent.  Continue reading

Ep 111: Q4 Check-up & Tax Moves

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

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