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Podcast

Retirement and the SECURE Act, Plus Money Scripts (Ep. 5)

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 …

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Ep.1 Retirement Planning Case Study

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 …

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Ep. 2 What does Fee-Only, Fee-based and Fiduciary Mean?

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 …

Ep. 2 What does Fee-Only, Fee-based and Fiduciary Mean? Read More »

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