When we hear the phrase “red zone,” most of us think of football. When a team is only 20 yards away from the goal line, and minimizing mistakes is key to scoring. We can take this concept to the financial world too. Jeff talks on today’s show about the retirement red zone and why making sound decisions during this time frame can greatly affect the rest of your retirement.
Continue Reading Ep 9: The Importance of the Financial Red ZoneAuthor: Jeff Christian
A Quality of Life Discussion is Critical
Greetings! I trust that this finds you well and enjoying life. To live well in retirement, you have to embrace change and longevity planning. As you get older your circumstances will continue to change, sometimes rapidly. What doesn’t change is your desire to be independent, to have social connections that enrich your…
Continue Reading A Quality of Life Discussion is CriticalSteps To Having A Great Retirement
Greetings! I trust that this will find you well and enjoying life. What separates a great retirement from a good retirement? Often I observe in retirees that more than anything it’s a state of mind. Here are several ways to view life that when embraced, can do much to enrich your…
Continue Reading Steps To Having A Great RetirementEp 8: Understanding the Three Worlds of Money
We discuss the three worlds of money: banking, insurance, and wall street. Jeff outlines the pros and cons of each world, how they affect your finances, and strategies you can utilize to maximize the three worlds of money.
Continue Reading Ep 8: Understanding the Three Worlds of MoneyEp 7: How to Find the Right Advisor
A lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? You might be surprised to find out that a lot of people don’t do their due diligence or put in a considerable amount of thought into picking their advisor. And ultimately, that leads a lot of people to not understanding what they should expect from such a relationship. So, we want to clear some of that up on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you.
Continue Reading Ep 7: How to Find the Right AdvisorEp 6: Legacy & Estate Planning
When we talk about comprehensive financial planning for retirement, many people tend to focus on the investments and retirement income they want to achieve. But legacy and estate planning is important and easy to overlook when putting your plan together. Jeff discusses the elements that make up this type of planning and why you should continually make sure it is up to date and relevant to your current situation.
Continue Reading Ep 6: Legacy & Estate PlanningMerry Christmas
Greetings! I trust that this will find you well and in good spirits. Christmas, what a wonderful time of the year! Family is so important to Christmas. I hope you have an opportunity to experience your loved ones at this time of the year and become renewed through it. Giving is…
Continue Reading Merry ChristmasA Matter Of Personal Defense
Greetings! I trust that this will find you well and enjoying life. Cyber security is an issue that we all should be aware of and consider as far as the effect a cyber-attack can have on our lives. The internet is the tool that most of us use to conduct…
Continue Reading A Matter Of Personal DefenseEp 5: Health Care Planning
It’s no secret that the cost of healthcare only continues to rise each year, and so we need to be proactive and plan for these costs. That’s why we decided to dedicate an entire episode to explaining the common healthcare costs in retirement as well as protecting your retirement plan against the cost of long-term care.
Continue Reading Ep 5: Health Care PlanningYear End Charitable Giving
Greetings! I trust that this will find you well and enjoying life. With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind.…
Continue Reading Year End Charitable Giving