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

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After-The-Paycheck-logo

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

Creating A Retirement Income Drawdown Strategy

Starting your social security withdrawals before full retirement age could result in THOUSANDS of dollars of reduced potential...


Tags: Retirement Planning, Income Planning, pensions,

Myths of Conventional Financial Wisdom

Financial rules of thumb are useful to many people who can’t or won’t make time for complete and in-depth financial planning, ...


Tags: Retirement Planning, Asset Protection Planning, 401(k),

3 Unexpected Challenges You May Face Heading Into Retirement

You may have heard this before, but if you think your retirement situation will be similar to that of your grandparents or...


Tags: Retirement Planning, Income Planning, risk management,

Healthcare Options In Retirement

One of the major considerations you'll need to take into account in retirement is figuring out your health insurance options. 


Tags: Retirement Planning, after the paycheck, Medicare

JDLTM - What Is The Color Of (Your) Money?

Each week host Randy Cook interviews either Sam Liang, John Conley, or Ryan Marston to discuss issues and challenges that...


Tags: Retirement Planning, risk management, Investments,

Would A Market Correction Affect Your Retirement Portfolio?

Would A Market Correction Affect Your Retirement Portfolio?

Randy: we all worry about the market: is it going to continue...


Tags: Retirement Planning, tax-deferred accounts, 401(k),

You’ve Inherited Money, Now What Should You Do?

If you’ve recently inherited money, you might be feeling a lot of emotions. Losing a loved one is hard, and you need time to...


Tags: Retirement Planning, estate planning, after the paycheck,

JDLTM: Are You In Your Second Financial Awakening?

The Just Don't Lose The Radio Show discussion from January 17th, 2021:


Tags: Retirement Planning, Just Don't Lose The Money Radio Show

Audio: 2020 Year End Checklist

In this episode of the Just Don't Lose The Money Radio Show, Sam and Randy go over a 2020 Year End Checklist, which...


Tags: Retirement Planning, Annuity, RMDs

Is Your Retirement 'Check Engine Light' On?
In this episode of the Just Don't Lose The Money Radio Show, Randy and Ryan discuss:

Tags: Retirement Planning, 401(k), taxes

Where To START When Thinking About Retirement And Your Income

Earlier this year we shared a post about The "Ostrich effect", which refers to the psychological tendency to avoid negative...


Tags: Retirement Planning, Income Planning, after the paycheck,

Has Your Financial Literacy Been Declining?

 

Studies show that Americans think of themselves as financially savvy, but in actuality, financial literacy has been...


Tags: Retirement Planning, Estate Mangement Solutions, Investments

Unexpected Risks To Your Retirement Plan

 

 

What comes to mind when you imagine something wiping out your retirement savings? A personal tragedy? A natural disaster?...


Tags: Retirement Planning, Asset Protection Planning, risk management

Why Your Portfolio Strategy Needs To Be Different Than When You Were Working

What’s your goal, financially speaking, for retirement? Most likely, its to make sure you have enough money to last through...


Tags: Retirement Planning, risk management, after the paycheck,

Thinking You Should Delay Your Retirement Date? Consider This...

A landmark study released in August found that 39% of American workers, some 68 million in all, are changing the timing on...


Tags: Retirement Planning, risk management, 401(k),

4 Ways To Catch Up On Saving For Retirement

Your retirement is known as “the golden years” for a reason.

Traveling, relaxing, spending more time with family and...


Tags: Retirement Planning, 401(k)

5 Financial Planning Challenges In The First 10 Years Of Retirement

Even under normal circumstances, planning for retirement can be stressful. With the chaos that a global pandemic brought into...


Tags: Retirement Planning, Asset Protection Planning

Are You An Ostrich?

When you realize you might soon be facing an uncomfortable situation, do you tend to "ignore" it, in hopes that things will...


Tags: Insider, Retirement Planning

How To Adjust To Being On A Fixed Income In Retirement

So, you made it to retirement with a decent nest egg to live off of. That’s worth celebrating! Now for the million-dollar...


Tags: Retirement Planning, Annuity, risk management

Types Of Markets And Their Effect On Your Retirement Accounts

 

Why are there different "markets" discussed in the news,...


Tags: Retirement Planning, market update, 401(k),

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,

Are Index Funds Really As Great As Everyone Thinks?

In the fall of 2019, index funds finally surpassed actively managed mutual funds. As of August 31 of last year, $4.27 trillion...


Tags: Retirement Planning, Asset Protection Planning, 401(k)

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)

Medicare Changes In 2020

Considering recent events, healthcare is on everyone’s mind. While increases in premiums are common for Medicare, 2020 brought...


Tags: Retirement Planning, Asset Protection Planning

Your Guide To Social Security in 2020

The number of Americans retiring has nearly doubled in the past 20 years with 10,000 people a day reaching age 65.[1] Are you...


Tags: Retirement Planning, social security

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,

What Should You Do About The Coronavirus And Stock Market Volatility?

The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier...


Tags: Retirement Planning, risk management, 401(k)

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

Average Returns vs. Actual Returns - Understanding The Difference

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


Tags: Retirement Planning, risk management

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 retirement by allowing...


Tags: Retirement Planning, IRA Conversions

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

Questions From Our Listeners! (June edition)

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...


Tags: Retirement Planning, SECURE Act

The SECURE Act & How It May Effect Your Retirement Plans

The House Of Representatives just OVERWHELMINGLY passed the S.E.C.U.R.E. (Setting Every Community Up for Retirement...


Tags: Retirement Planning, market update

5 Pillars Of A Sound Retirement Plan

This week's radio discussed the Five Pillars of a Sound Retirement. Tune in as Sam and Mike discuss them in depth:


Tags: Retirement Planning

4 Important things to keep in mind when planning for retirement

Do you have all the bases covered to pave the way for a happy and secure retirement, or does your plan have a big hole?

In...


Tags: Retirement Planning, Estate Mangement Solutions

12 Questions From Our Listeners (and Our Answers!)

This week's episode of Just Don't Lose The Money Radio was dedicated toward answering questions that listeners submitted...


Tags: Retirement Planning, Estate Mangement Solutions

5 Myths About Your Finances In Retirement, Debunked

 

This week's episode of Just Don't Lose The Money Radio discussed myths about finances in retirement. Below are five of those...


Tags: Retirement Planning

The Rise of Lump-Sum Buyouts: Should You Consider One?

Last month (March 2019), the Treasury Department quietly announced it no longer intends to amend the required minimum...


Tags: Retirement Planning, pensions

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

Let’s chat. Fill out the form below or request 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.