How to Avoid Tax Pitfalls and Prepare for Rising Healthcare Costs in Retirement
Learn how managing your retirement income and planning for healthcare expenses can help you retire with confidence and avoid unexpected financial challenges. […]
Tag: retirement planning
Three Key Principles to Build Wealth for Retirement
Learn how paying yourself first, finding a mentor, and understanding compound interest can set you up for a secure financial future. […]
Retirement Strategies: Managing Investment Risks, Tax Planning, and Real Estate Backup Plans
Discover key strategies for retirement, from diversifying investments and understanding Roth accounts to preparing a backup plan for rental property income. […]
Retirement Risk: Protecting Your Nest Egg
Discover why reducing risk, building trust with your advisor, and smart planning are the keys to a stress-free retirement in this insightful mini-podcast. […]
Listener Questions About Old 401(k)s & Roth Conversions
We’re diving into your questions about old 401(k)s—should you roll them over, leave them, or something else entirely? Plus, we’re breaking down Roth conversions—when they make sense, and how they might save you money in the long run. […]
2024’s Best Stocking Stuffer: 10 Ideas for Financial Freedom
The holiday season is here, and while you’re stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that can bring you closer to a secure retirement. Today, we’re unwrapping 10 bite-sized, actionable ideas to help you save smarter, invest better, and plan for the future you deserve. […]
What Financial Advisors Wish Every Investor Knew
Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood. Plus, Barbara and Phil will react to the election and discuss what might be on the agenda for the new administration. […]
Retirement Mailbag: Roth Conversions, Debt Management, and Trusts Explained
Barbara Lane and Phil Guske answer listener questions on a variety of retirement planning topics. From Roth conversions and their tax implications to strategies for paying off debt while still saving for retirement, they cover key considerations for anyone approaching retirement. Barbara and Phil also discuss the importance of involving both spouses in financial planning, offer investment advice for high-income earners, and provide insights into managing inherited trusts. […]
Celebrity Advice Could Save Your Retirement: Unlikely Financial Wisdom
You wouldn’t necessarily expect Mike Tyson, Kim Kardashian, and Snooki to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources. […]
Unlock Your Potential During National Financial Planning Month
With National Financial Planning Month upon us, we’re sitting down with Barbara and Phil to uncover the strategies and steps that go into building a personalized financial plan. From that first phone call to implementing a strategy that aligns with your goals, this discussion will offer valuable insights for anyone looking to understand what it looks like to go through the planning process with a real financial advisor. […]