Ep 43: Financial Bots are Here

2020-07-06T11:38:47-04:00July 16th, 2020|

Have you ever plugged your financial info to a website and gotten a retirement projection? As technology improves, how much can you trust these bots? Ben tried it for himself and got surprising results. We’ll share those plus talk about how useful these bots can be for planning.

Ep 17: Do You Have to Pay Taxes on Social Security Benefits?

2019-12-11T10:31:16-05:00January 2nd, 2020|

Let’s wrap up our four-part series on Social Security misunderstandings by talking about the dreaded ‘T’ word. After years of paying the government, you might not think that you have to send more money their way when you start claiming your benefits. We’re going to clear up that subject today by explaining how taxes are calculated for an individual’s Social Security and how we work with our clients to lessen that burden.

Ep 16: Choosing the Best Social Security Claiming Strategy

2019-11-26T10:49:06-05:00December 26th, 2019|

Are you nearing retirement and thinking about how and when you’ll claim Social Security? It can be as simple as visiting your local Social Security Administration office and filling out the paperwork, but can they also help you decide which strategy to use? That’s the next topic in a four-part series on the top misunderstandings with Social Security.

Ep 15: What Age Should You Claim Social Security?

2019-11-25T15:58:14-05:00December 19th, 2019|

Our four-part series on Social Security misunderstandings continues with a discussion on the age you should target for claiming your benefits. Some people will tell you that claiming benefits as early as possible is your best option while others will insist on waiting as long as possible. So which is it? Let’s discuss the factors that go into the decision.

Ep 9: The Risks Savers Face: Not Spending Enough – Part 4

2019-11-25T14:01:58-05:00November 7th, 2019|

On the final installment on our series about the missteps that savers make along the way, we turn our attention to something most people love to do: spending. Savers aren’t the best at this because it’s a complete shift in mindset, but there will come a time when you need to spend the money you’ve been working so hard to accumulate.

Ep 4: Financial Planning Can Be Done by Anyone with Technology – Busting Financial Myths, Part 4

2019-11-25T14:02:35-05:00September 26th, 2019|

On part four of our financial myths series, we take a look at the idea that financial planning today is much easier to do because of technology and it’s something you can easily take on by yourself. While it’s great to have access to everything the internet has to offer, it’s far from a perfect solution to planning your future.

Ep 3: You’ll Be in a Lower Tax Bracket When You Retire – Busting Financial Myths, Part 3

2019-11-25T14:02:26-05:00September 19th, 2019|

Now we move to part three of a five-part series about financial myths and this episode focuses on taxes. Once we finish working, it’s easy to assume that our taxes will drop because we’ll move into a lower tax bracket. Well, that’s not the case. Find out why your taxes might increase and what strategies you can use to offset that.

Ep 2: Will You Need Less Income When You Retire – Busting Financial Myths, Part 2

2019-11-25T14:02:21-05:00September 12th, 2019|

Today it’s part two of a five-part series about financial myths and this episode focuses on an important one. The common belief in retirement is that you’ll need less income than you did while you were working. While we all hope this is true, basing your plan off this idea can put you in a difficult situation down the road.

Ep 1: Do You Need Life Insurance After Retiring – Busting Financial Myths, Part 1

2019-11-25T14:02:15-05:00August 31st, 2019|

We kick off our five-part series about financial myths with a product that Ben has worked with in his career: life insurance. Many people feel life insurance isn’t needed after retirement, but that’s not the case. We’ll explain life insurance options, why it can be needed after retiring, and how it can become an income source.

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