If the variables were the same for everybody, retirement planning would be much simpler. But the fact that everyone is unique and to maximize retirement you’ll work to align the variables with who you are.Continue Reading Ep 23: Retirement Variables
There are certain retirement planning principles that apply to everyone regardless of who you are, how much money you have, when you’re retiring, or where you live. Let’s examine these universal truths together to determine how you can maximize the principles to complement your unique retirement plans.Continue Reading Ep 21: Universal Retirement Truths
Long term care can be one of the biggest expenses in retirement, but many of us fail to plan for it. A lot of people are uncomfortable with thinking about mortality and avoid the planning altogether, while others don’t know where to start. On today’s show, we talk about the different ways you can plan for long term care and why you should get a plan for this financial aspect of retirement as soon as you can.Continue Reading Ep 17: Long Term Care
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?
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 Planning
Taxes in retirement can often be avoided and eliminated through strategy and planning. Jeff talks to us today about the importance of having a tax-efficient plan and some common mistakes that he has seen.Continue Reading Ep 4: Tax Planning