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After The Paycheck

An informational & educational website that explores a wide range of topics aimed at helping people to and through their retirement.

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Defining Your Primary Goal In Retirement

Everyone's lifestyle, and everyone's retirement, looks different. Maybe you'd like to retire to...

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Average Returns vs. Actual Returns - Understanding The Difference

Investing is all about benchmarks. To understand the success of a given investing strategy, you...

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Is A Roth IRA Conversion Right For Me?

What is a Roth IRA?

A Roth IRA is an after-tax qualified account that encourages you to save for...

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Provide a larger after-tax inheritance to your loved ones

What do you do when you have enough retirement income but also extra pre-tax money growing on the...

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What happens to your Social Security benefit if you lose a spouse?

For many American retirees, Social Security is a valuable, and sometimes essential, part of their...

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10 Mistakes You Might Make In Retirement (Regardless of How Smart You Are)

In this episode of the Just Don't Lose The Money Radio Show, Sam and John discussed 10 mistakes...

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Have a list of questions around your finances?

Thinking about your retirement situation?

Let’s chat. Find a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.