Podcast

Retirement Planning with the new SECURE Act and money scripts are discussed.  The SECURE Act made changes to RMDs, QCDs, inherited accounts and contributions.  The pandemic reached the US a few short months after passage, so most people haven’t had a chance to incorporate these changes into their plan.  Money scripts include money worship, money […]

Retirement planning has been affected by The CARES Act, which was passed by Congress in response to the COVID-19 pandemic.  While there were many provisions, there are some specific examples that apply to people near or in retirement.  No RMDs are required in 2020, and there’s a way to undo it.  There are also some

The inaugural episode of For Your Retirement walks you through a retirement focused case study.  Financial Planning is more than investment management, even goals-based investment management.  This episode should illustrate what that means.  Areas covered include tax planning, investments, income planning, estate planning, insurance planning, and government benefits optimization. Read the Case Study Listen in

The terms Fee-Only, Fee-based and Fiduciary can be confusing.  Complicating matters more, a lot of financial advisors can answer “yes” when asked if they are a fiduciary.  Not as many can answer “yes” if asked if they are a fiduciary at all times. Listen to this episode to learn about the different types of Fiduciaries