Closest Thing to Retirement School: Learning From Retirees
July 12, 2023
Unfortunately, there is no class or school that is mandatory for retirement planning. Today,
Receiving an Inheritance Close to Retirement
September 1, 2022
Today, Paul talks about a meeting he had this week with a client who
Should You Consider a Self-Directed IRA?
August 30, 2022
Paul found a Kiplinger article titled “6 Reasons to Avoid a Self-Directed IRA” that
Is Your Company Getting Rid of Your Pension?
August 25, 2022
Jonathan has seen multiple investors stuck with a decision after their company’s pension plans
Working During Retirement Age
August 22, 2022
Some people dream of retiring to spend time with their families or to rest
Lowering Your Inflation Anxiety/ESG Politicizing Your Retirement
August 19, 2022
Paul and Arlene cover two topics that are keeping investors from relaxing about money:
A Great Book About Long-Term Care
August 17, 2022
Paul shares about the book Being Mortal, which takes an in-depth look at human
Early Retirements Can Lead to Fake Retiring
August 10, 2022
Anne and Ira bring up a new term for Paul today: “fake retiring.” Listen
How Much Will You Spend in Retirement?
July 11, 2022
Understanding your spending and saving habits is an important part of being prepared for
Can You Make Your 401(k) Pay Out Like a Pension Plan?
June 23, 2022
Paul and his team start by addressing a new lawsuit that threatens the future
Some Interesting QCD Options
May 6, 2022
Knowing the rules about your qualified charitable distributions (QCD) can be complicated or confusing.
Getting the Most From Your RMD
May 3, 2022
Today, Paul answers a listener who wants to know if he has to wait