Many pre-retirees wonder if they should pay off their house before they go into retirement, or if it’s okay to still carry a mortgage in this phase of life. Jeff will give us some considerations when making this important decision and some common situations he sees with his clients.Continue Reading Ep 18: Paying Off the House
A lot of people are unsure if they are actually able to retire. Some worry about leaving a career that they love, while others are concerned if they have enough money to last a lifetime. We discuss reasons why you may feel hesitant to retire and how putting a solid plan together can solve these concerns.Continue Reading Ep 12: Are You Ready to Retire?
Annuities are a hot topic in the financial industry. Some people talk about how much they love them, while others say to stay away from them at all costs. But which side should you believe? Today Jeff discusses the pros and cons of different types of annuities and how they may or may not provide value for a retirement income plan.Continue Reading Ep 11: Annuities – What You Really Need to Know
Income planning is the backbone of every great retirement plan. But many people struggle with nailing down a solid income plan and transitioning from receiving that employer paycheck. Jeff talks about the components of an income plan and how to start assembling one that matches who you are.Continue Reading Ep 2: Income Planning