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Ep 22: Is Retiring at 65 Still a Realistic Goal?

The Setup: For as long as we can remember, 65 has been the age that most people are expected to retire. That’s what we were taught at an early age and it’s the number that has guided planning for some time. But is that age a thing of the past? With a that number...

Ep 21: SECURE Act Brings Changes to Retirement Accounts

The Setup: Attention has turned to the new SECURE Act to begin the new year and for good reason. This marks the first significant retirement legislation in years and it’ll be impacting both retirees and pre-retirees. What changes should you be planning for and what...

Ep 16: Choosing the Best Social Security Claiming Strategy

The Setup: 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?...