All Episodes
Displaying 141 - 148 of 148 in total
3 Things You Should Do BEFORE You Retire
In this episode of Retirement Answers, I share 3 things that you should do before you retire. 1. Build Cash 2. Calculate Monthly Spending 3. Write Out Your Goals/...
3 Questions My Clients Are Asking Right Now
In this episode I discuss the 3 questions my clients are asking about right now. - What should I know about the SECURE Act 2.0? - Should I be making changes to my ...
Roth IRA Distribution Rules
Ever wonder if you can take money from your Roth IRA before age 59.5? Well, the short answer is yes, you can. But tune into today's episode to learn more about the ord...
Understanding Social Security Survivor Benefits
In this episode of Retirement Answers, I discuss the things you need to know about Social Security survivor benefits. I see people often confuse survivor and spousal b...
Don't forget about the Taxable Investment Account!
We all know about IRAs and 401ks, but are there other ways to optimize your retirement savings? Yes, and it involves the investment account. In this episode of Retirem...
Do I have to be receiving Social Security benefits to get the COLA?
Are you curious about the requirements to get the Social Security COLA? This episodes clears up any confusion around COLAs and what has to happen for you to qualify.
Understanding Social Security Spousal Benefits
So, you know about the Social Security spousal benefit, but do you understand it completely? This episode of retirement answers tells you everything you should know ab...
Intro
Welcome to Retirement Answers! This is a quick introductory episode explaining what you can expect from the show moving forward. I invite you to subscribe so you do no...