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

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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

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,

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

Market Recap: 4th Quarter 2018 vs 1st Quarter 2019

It was only a few months back when the markets created some unrest in a lot of investors, especially ones approaching...


Tags: Retirement Planning, Asset Protection 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,

5 Frequently Asked Questions About RMDs & IRAs, Answered

You’ve set aside money all of these years, hoping to have a fluffy nest for retirement.  You’ve taken advantage of the IRS’...


Tags: Retirement 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,

Sequence Of Returns Risk: How WHEN You Retire Could Make or Break Your Retirement Portfolio

What is Sequence Risk?

Sequence risk is also called sequence-of-returns risk. It becomes a danger as an individual takes...


Tags: Retirement Planning, risk management

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,

 5 Steps to Creating a Budget for Retirement 

It’s mid-January. By now, you’ve either tackled your resolutions with zest, or you’ve happily abandoned them. Many of us...


Tags: Retirement Planning

The Importance of Financial Organization In Retirement Planning

It always starts the same way.  A New Year approaches and you have the best intentions for keeping your financial life...


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

Advanced Planning for IRA's and RMD's

I got another email today from a radio listener who is turning 70 ½ and wanted to know more about the RMD withdrawal...


Tags: Retirement Planning, Annuities, Estate Mangement Solutions,

The 3 Major Reasons Retirement Plans Fail (And How to Avoid Them)

As you are approaching the finish line of your working career, it is important now more than ever to take some time and make...


Tags: Retirement Planning

4 Reasons to Own an Annuity

Now that the Powerball winner has come forward to claim her prize of $758 million (before taxes), you can’t turn on the...


Tags: Retirement Planning, Annuities

3 Things You Need To Know When Planning For Retirement

Introduction:For most of my adult life and career as a broadcast journalist, I focused on daily challenges and deadlines. I...


Tags: Retirement Planning

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