Planning

Retirement Travel Planning

Oct 18 2024

Is traveling in retirement on your “Bucket List”? On this episode we discuss a variety of ways to think about travel planning in retirement and strategies designed to help get the most out...

retirementroadmappodcast.podbean.com

Travel

Don’t Bring Back Traditional Private Sector Defined Benefit Plans

Oct 17 2024

They’re not good for workers and distract from the key issue: continuous coverage. Something I don’t understand about…...

crr.bc.edu

Tools You Can Trust to Protect Your Retirement Plan

Oct 17 2024

Few things are as essential to securing your future as your retirement plan. Whether you have saved for years or just started, security regarding your retirement nest egg is considered basic to peace ...

thinksaveretire.com

Think Smart, Retire Smarter: The Map vs The Territory

Oct 17 2024

Join us in this insightful episode as we explore the concept of 'The Map vs. The Territory' in retirement planning. Discover how mental models can enhance decision-making and lead to a more fulfilling...

share.transistor.fm

Did The Medicare Prescription Payment Plan’s Fix Make It Worse?

Oct 16 2024

There are a number of issues with Medicare.gov's Prescription Payment Plan detail charts. They don't appear to be accurate and are probably misleading....

forbes.com

Medicare

I had a good plan. It was going well until it wasn't.

Oct 15 2024

I was with the company doing well at my job. They paid well. There retirement package was generous. With the pension, 401k and my contribution I was putting 23% away for retirement. Then at 53 when I ...

reddit.com

How Long Will I Live? Planning for Longevity in Retirement

Oct 14 2024

In this episode, we talk about an important part of retirement planning that many people overlook—figuring out how long you might live. We explain why using average life expectancy or guessing b...

sites.libsyn.com

The Power Of Death In Financial Life Planning

Oct 13 2024

You never see a U-Haul behind a hearse. Here are 2 exercises to help bring death to life in your financial planning....

forbes.com

Retirement Plan Providers Honored for Best Plan Sponsor Website Experience

Oct 13 2024

DALBAR’s annual plan sponsor website ranking recognizes five providers for stellar…...

401kspecialistmag.com

My Trainer Thinks All His Mom Needs Is A Simple Will

Oct 13 2024

Creating, implementing and maintaining a fitness program has many of the same steps and concepts as creating a successful estate plan. You need to identify key background information, evaluate and edu...

forbes.com

How to Boost 4 Different Happiness Hormones and Reduce Stress through Financial Planning

Oct 12 2024

Did you know that financial planning is an excellent way to boost happiness hormones? (In addition to ensuring a secure future!) Find out how! The post How to Boost 4 Different Happiness Hormones and ...

boldin.com

Universal Retirement Truths – Part 1

Oct 12 2024

There are no one-size fits all solutions for retirement. However, there are a number of universal truths to be aware of when planning for retirement. This two part series is designed to shed light on ...

retirementroadmappodcast.podbean.com

You're 60 Years Old With $1 Million Saved: Can You Retire?

Oct 11 2024

The answer depends on several factors. The key is to create a plan that combines all aspects of retirement — income, taxes, health care and legacy planning....

kiplinger.com

Are You Ready to Retire? Here’s a One-Year Countdown Plan

Oct 11 2024

Thinking about retirement? Dana Ferris from HumbleDollar shares her one-year countdown to July 2025, combining smart financial moves with exciting ... Read more...

physicianonfire.com

Ready for Retirement? Find Your Distribution Planner

Oct 11 2024

Does your financial planner specialize in accumulation or distributions? In this free clip from the online course, “Retirement Ready: Building Your Financial Plan,” you’ll learn why ...

theretirementsolution.com

It's happening!! ?? Or at least will be happening in 9 months!

Oct 11 2024

so I met with my financial counselor today, to go over all of my budgets pre- and post-retirement, etc. my plan for the past few years, has been to retire at 70 (I just turned 68 in september), so tha...

reddit.com

Retirement Planning with Spouse Who Is Less Interested in Finance Than You Are

Oct 10 2024

submitted by /u/Mid_AM[visit reddit] [comments]...

reddit.com

Spouse

New Job? Time to Start a 401(k) Plan

Oct 10 2024

Whether you're starting a new job or have never opened a 401(k) account, it's time! Here's how to open an account in five steps....

kiplinger.com

Career

Goldman study emphasizes the power of a retirement plan

Oct 10 2024

The Goldman Sachs 2024 Retirement Survey & Insights Report found that while competing priorities affected workers' ability to save, having a plan in place helped clarify goals and the grit require...

financial-planning.com

How Social Security, Medicare, and Geopolitics Could Affect Your 2024 Planning

Oct 10 2024

The comprehensive financial plans we design at Keen Wealth factor in every piece of available information to help folks plan for what we know is coming and prepare for the unexpected. While recent eve...

keenonretirement.libsyn.com

Social Security

Medicare

?? 5 Surprises That Could Disrupt Your Retirement Plans (AARP Article)

Oct 10 2024

FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! By Laura Petrecca, AARP. Published September 24, 2024. One of the few certainties in life is that unpredictable events will occur. Some can be wonderful, lik...

community.aarp.org

3 Backup Plans If SAVE Is Eliminated

Oct 09 2024

Depending on what happens in the court system, SAVE might permanently disappear. If you have student loans, what are your best options now? The post 3 Backup Plans If SAVE Is Eliminated appeared first...

whitecoatinvestor.com

How to Create a Retirement Plan That Checks All Your Boxes

Oct 09 2024

You might consider starting with a model retirement plan that has already been assembled and is ready to be refined to meet your objectives....

kiplinger.com

Why Gen X Marks the Spot for Rethinking Retirement

Oct 09 2024

Retirement plans that worked for Baby Boomers may not fit the bill for Gen Xers. If you're nearing 60, it's time to bring your retirement strategy up to date....

kiplinger.com

Strategy

5 Financial Risks to Plan for Now before Year-End

Oct 09 2024

As we approach the final quarter, it’s time to talk about financial risks that could significantly cost you. Let’s say you’ve made a financial goal for 2024. If you aren’t payi...

401kmaneuver.com

Risks

What Are the Average Retirement Ages Around the World?

Oct 09 2024

Global lifespan increases mean later retirements, so plan your finances and health care for your ideal exit....

money.usnews.com

Health

Reader Case: American Making CAD

Oct 08 2024

Hi you two! I first found your blog in 2017, and while it completely changed my plans for the future, it took me a while to get serious about it—better late than never, right? After reading the ...

millennial-revolution.com

Problems With The Medicare Prescription Payment Plan On Medicare.gov?

Oct 08 2024

The Medicare Prescription Payment Plan, also known as MPPP, MP3 or M3P, is a brand-new program that will take effect on January 1, 2025....

forbes.com

Medicare

Late to Retirement Planning? Four Ways to Help Catch Up

Oct 06 2024

If you're afraid you're behind in saving for retirement, it's important to act. You can do something. Here are four ways to help get back on track....

kiplinger.com

Distributions in retirement, annual or monthly?

Oct 05 2024

I think I know the right answer but …I plan to retire at some point next year and I know I have to roll my 401k and pension into a IRA but do most pull out the money on a monthly basis or pull ...

reddit.com

Prepare for Life After Retirement: 6 Ways to Find Meaning and Purpose for this Stage of Life

Oct 04 2024

We want a happy, stress-free life after retirement. However, many of us also want a meaningful life. Find out how to plan for a meaningful retirement. The post Prepare for Life After Retirement: 6 Way...

boldin.com

Why Couples Retirement Planning Is A Team Sport

Oct 04 2024

Are you and your spouse on the same page when it comes to retirement planning? On this episode we explore different aspects of retirement planning for couples and ways to work together as a team. Glen...

retirementroadmappodcast.podbean.com

Should You Change Your Estate Plan Before the Election?

Oct 03 2024

You might need to modify your estate plan before the election — or at least before a new administration....

kiplinger.com

Three Major Estate Plan Mistakes to Avoid

Oct 02 2024

A complete and up-to-date estate plan can help ease your loved ones' worries and make things easier for them after you pass....

kiplinger.com

Mistakes

Creative Planning Lands Strategic Investment from TPG Capital

Oct 02 2024

The firm's investment will drive further growth at Creative Planning...

401kspecialistmag.com

2025 Drug Plan Premiums: Under Control But In Flux

Oct 01 2024

One of the goals of the Inflation Reduction Act is to lower drug costs for Medicare beneficiaries. The $2,000 cap on Part D out-of-pocket costs are a big step forward....

forbes.com

Tax-Savvy In-Plan Roth Conversions and Inherited IRA Withdrawals - 497

Oct 01 2024

Should David in Ohio use 457 funds to do an in-plan Roth conversion in his 403(b) plan, and should he hire a financial advisor? Chris in DC needs a retirement and Roth conversion spitball analysis, an...

purefinancial.com

Pre-Retirement Tax Planning: Things to Know to Save Big in Retirement

Oct 01 2024

Retirement tax planning should begin well before retirement. Listener Jodie, with over $2 million in assets in various types of accounts, is concerned about the high tax bracket she anticipates she be...

buzzsprout.com

Taxes

Planning for Large Costs in Retirement | Beyond the 4% Rule

Oct 01 2024

Listener Sherry asks a good question: How do large, one-off expenses (like a new roof, new car, etc.) fit in the 4% Rule? James explains the concept of the 4% Rule and its limitations while demonstrat...

buzzsprout.com

How to Teach Your Adult Children to Plan for Retirement

Oct 01 2024

James walks through a framework of how you ensure that your legacy goals include more than just leaving a chunk of money to your kids when you're gone. He explains the key concepts that can help your ...

buzzsprout.com

Children

The house is our longterm care policy. Is this an ok plan?

Sep 30 2024

We live in an area where the value of houses has appreciated quite a bit, and ours is paid off. We do not have an LTC policy, having heard poor experiences and reviews. But, depending on how long we c...

reddit.com

Real Estate

How Retirement Plans Are Divided in Divorce

Sep 29 2024

Here's what you need to know about QDROs (qualified domestic relations orders), which determine how assets in a soon-to-be ex-spouse's retirement plans or pension will be distributed....

kiplinger.com

Divorce

What is RetireMint? The Canadian online platform shows retirement planning isn’t just about finances

Sep 28 2024

Web platform RetireMint offers something most other sources of retirement planning information don’t: advice on the non-financial aspects of quitting work for good. The post What is RetireMint? ...

moneysense.ca

Retirement and unexpected changes

Sep 28 2024

The wife and I are wrapping up careers and plan to be completely retired by early November. While it’s a little intimidating, it’s also very exciting. It felt great last week when I starte...

reddit.com

459: An Estate Planning Alternative: Pros and Cons of a Living Inheritance

Sep 27 2024

If you’re a parent, do you plan to leave your child/children an inheritance? While generally, this wealth transfers upon your passing, another option to consider is the concept of a living inher...

retirewithpurpose.com

Lifestyle

My Late-Life Transition and Plan to Delay Social Security

Sep 26 2024

After more than four decades of working – as a rookie reporter in Chicago, then Dallas and Boston, and finally 13-plus years writing this blog at Boston College – I have decided to dramati...

crr.bc.edu

3 Financial Moves To Make In Your 50s To Retire In Your 60s

Sep 25 2024

Retirement planning gets serious after age 50. To retire in your 60s, make these three money moves in your 50s....

forbes.com

Canada Pension Plan Fall Short of Indexed Benchmark

Sep 25 2024

Canadian experience highlights the challenge of beating low-fee passive investments. I’m a great fan of the Canada Pension Plan (CPP) and often cite it as a wonderful example of how to add equit...

crr.bc.edu

Pensions

CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Passion and Relationships

Sep 25 2024

In this episode of the Retirement Answer Man, Roger Whitney wraps up his series on the eight pillars of a great retirement plan by diving into the last two non-financial pillars: passion and relations...

share.transistor.fm