Ep 22: Financial Feelings

When you make a financial decision, does it start with looking at the numbers or asking the question, “How do I feel about this?” When should your feelings overrule the numbers, and when should the numbers overrule your feelings? Furthermore, what areas of your retirement plan are most likely swayed by feelings and emotions?

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Ep 21: Universal Retirement Truths

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.

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Ep 17: Long Term Care

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.

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Ep 15: Risk Tolerance

One of the most important factors in a financial plan is the amount of risk you have in your portfolio. You never want to lose sight of how much risk you are comfortable with because this can cause fear, worry, and irrational decisions. Risk varies from person to person, so it’s vital to get your risk tolerance customized to your comfort levels and not in a one-size-fits-all plan. Jeff talks about the considerations he goes through when determining someone’s risk and how a bucket strategy can be quite effective with risk concerns.

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Ep 14: 401(k) Rollovers

The 401(k) is one of the most common investment tools out there. A myriad of companies offer their own 401(k) plan and will often match a certain percentage to incentivize employees to contribute to the plan. As you get closer to retirement, you may consider doing a rollover. Some people choose to do this for safety. Investment options, tax implications, and much more. Jeff discusses the basic rules of rollovers and the positive attributes they can add to your retirement plan.

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