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
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
Older Employees Share Regrets About Retirement Saving
April 7, 2022
Do you have a realistic picture of what your retirement income will look like?
Ask for Help When Taking RMDs for Inherited IRAs
March 28, 2022
Even more rule changes are being considered for how to take the required minimum
New Retirement Planning Insights
March 21, 2022
Paul shares some insights about how people are living in retirement to help you
What Inflation Does to Pensions and Wages
March 14, 2022
Paul talks to pension owners and shares why understanding the value of a pension
Pension Owners Should Consider More Retirement Savings
March 1, 2022
The state of Kentucky has brought to light some important issues for public pension
Saving for the Future
February 28, 2022
The future is a hard thing to think about; even so, doing what you