Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be!
The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement.
Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more.
Here's to learning everything you need to know to live out your dream retirement!
Latest Episodes
Planning for Travel Expenses in Retirement? Ask Yourself These Questions
Trying to figure out how to plan for travel expenses in retirement? That's the question that I address on this week's Friday Q&A.I share a few things to consider as yo...
This is the BEST Way To Do Roth Conversions
What if you could do a Roth conversion completely tax-free? Would you even believe me if I said this was possible?In this episode, I share how you can use a charitable...
How To Plan For Long-Term Care in Retirement
Long-term care planning is difficult to figure out. There is no "right" way to do it because some prefer to self insure while others prefer to purchase insurance. In t...
Stock Market Crash? Take Advantage of These 3 Opportunities
The stock market might be taking a hit, but that doesn't mean there aren't opportunities out there. In fact, it's times like these the top 1% make the smartest moves.I...
How To Invest AFTER You Retire
You've been investing throughout your entire career and trying to grow your portfolio so you are ready for retirement. But what happens to your investments when get to...