Questions From Our Listeners! (June edition)

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This week's episode of Just Don't Lose The Money Radio was focused on something we are going to dedicate the first weekend of every month to doing:  answering questions that listeners submitted online!

Before Sam and Mike visited listeners' questions, they covered a new bill that recently pass the Hosue of Representatives: The SECURE Act.

Listen to the podcast to hear Sam discuss questions such as:

I’ve heard people talk about the “buckets of money” approach. Have you heard of it?
(21:30 mark)

My only son lives with his family in Sacramento. I want to make sure I can stay in my house as long as I’m alive and not be a burden to anyone. I looked into LTC insurance but its very expensive. Do you have any suggestions?
(26:15 mark)

I turn 70 ½ this year, I’m confused on how to take my RMD’s, can you explain my options?
(35:30 mark)

I’m doing my research on the best way to prepare for retirement. I’ve been to 2 different firms and one into annuities and one is telling me to stay away. Can you comment?
(38:00 mark)

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Have a list of questions around your finances? Thinking about your retirement situation?

Let’s chat.

Whether you’re asking questions about when you can retire, how to manage your investments, or if you have enough to leave the impact you want for your family and community, we’re here to help. Use the calendar below to schedule a 15 minute introductory call directly 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.


 

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