Podcast

Estate planning isn’t just for the wealthy, and it is more than a set of documents (although it is still both of those things).  Estate planning allows you to decide ahead of time how you want your assets distributed when you die, lessen the administrative burden for your surviving family members and, if you want

Join us as we discuss the various financial planning strategies that should be considered as we approach the end of the year.  There are some strategies that apply every year, whether we have an election or not.  We also discuss some potential ramifications from the election outcome, and why you may want to wait and

Solopreneurs are self-employed without employees.  This unique income arrangement comes with some unique challenges and opportunities, including one of Robert’s favorite planning tools: The Solo-401k. Read the Guest Post Listen in your favorite podcast app!

Retirement planning often revolves around specific ages.  Beginning with 50, there are several specific issues you need to be aware of as you turn certain ages.  We walk through those in this episode and discuss the planning opportunities associated with each. Blog on same topic Lower Your Taxes in Retirement 9 Mistakes to Avoid When

Join us as Robert talks through an article that is an excerpt from a book by Larry Swedroe, a prolific financial author.  Women are statistically more likely to retire in poverty and Larry points out several reasons for this, including the wage gap, women living longer, working fewer years, more conservative investors, not satisfied with

Retirement Risk Mitigation The American College of Financial Services has published the 18 risks you face in retirement.  In Part 1, we discuss longevity risk, sequence of retirement risk, market risk, interest rate risk and more. The takeaway: You often get to choose the risks you want to mitigate, and which ones you’re okay with.

Retirement planning, and retirement itself, often involves volatility, uncertainty, complexity and ambiguity.  These make up the acronym VUCA, which is a framework that is gaining popularity with the pandemic.  Originating out of the US War College and applied to corporate America, I attempt to discuss the framework in the context of retirement. Listen in your

Tax planning in retirement can mean a few different things.  Taxes will be the largest expense in retirement for many of you.  There are some simple strategies that can have a concrete impact on your taxes, but there are also multi-year strategies that require projections and a little bit of art.  These can also be