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Exploring a wide range of topics aimed at helping people to and through their retirement.

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Should You Keep That Rental Property In Retirement?

Any investment will always involve both time and money, and this is especially true for rental property owners. Think about...


Tags: Retirement Planning, Income Planning, taxes

Navigating Job Loss When Nearing Retirement
 

 

In this episode of after the paycheck, John Conley and...


Tags: Retirement Planning, Asset Protection Planning, Income Planning,

If you are close to retirement and are looking for ways to beef up your retirement accounts, you have no lack of options for how...


Tags: Retirement Planning, Income Planning, 401(k)

What You Need To Know About Recessions And Bear Markets

As global markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market...


Tags: Retirement Planning, Income Planning, risk management,

The True Cost of Withdrawing Early From Your 401(k)

In today’s age there’s little we can all agree on. But one common goal we all share is to enjoy a satisfying retirement....


Tags: Retirement Planning, Asset Protection Planning, Income Planning,

Defining Your Primary Goal In Retirement

Everyone's lifestyle, and everyone's retirement, looks different. Maybe you'd like to retire to some sunny locale outside of...


Tags: Retirement Planning, Asset Protection Planning, Income Planning

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 that people might make in...


Tags: Retirement Planning, Income Planning, risk management

4 challenges you may face in retirement

As you near or enter retirement, there may be some challenges you face in the realm of financial stability. In this week's...


Tags: Retirement Planning, Income Planning, risk management,

Never Underestimate The

In this week's post we'll discuss the importance of having products within your mix of your portfolio that you can count on...


Tags: Annuities, Income Planning

Countdown To Retirement Tips (10, 5, and 1 Year From Retirement)

There are three milestones on your way to retirement that we'd like to address in this post, and some action items you might...


Tags: Retirement Planning, Income Planning

Three Types of Investment Accounts & How They May Affect Your Retirement Income

This week’s blog is a homage to a book that we’ve been giving to people who come in for a consultation for years, The Power Of...


Tags: Articles, Retirement Planning, Income Planning

Six Action Items To Help You Prepare For A Solid Retirement

You’ve made it to that magical time in your life – the home stretch to retirement. Whether you have made the decision to work...


Tags: Retirement Planning, Annuities, Asset Protection Planning,

How Retirement Strategies Should Change As You Age

Everyone should have a strategy for meeting their goals in retirement, but retirement can last for decades; you should adjust...


Tags: Retirement Planning, Annuities, Estate Mangement Solutions,

5 Must-Read Books on Retirement Planning

Whether you are just starting to think about retirement, or you are in retirement already, you have only two jobs:

The first...


Tags: Retirement Planning, Estate Mangement Solutions, Asset Protection Planning,

Think you are ready for retirement? Answer these 6 questions first...

If you are thinking about retirement, or are nearing retirement, its go time. We call this the time period the “retirement...


Tags: Retirement Planning, Annuities, Estate Mangement Solutions,

The Solution in Retirement: Dependable and Sustainable Income

The fathers of the 401(k) plan as we know them today never intended it to replace the traditional pension plans most workers...


Tags: Retirement Planning, Annuities, Asset Protection Planning,

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