Your Financial Mission

Healthcare’s True Retirement Impact

It seems a lot of people don’t truly grasp the impact that healthcare costs are going to cause on their financial and retirement plans in the future. Let’s analyze why that is and what it looks like to truly plan for healthcare in a financial plan. 

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Required Minimum Distributions

A lot of people aren’t clear on why RMDs exist. Let’s clear up the confusion and talk about the proper ways to handle RMDs and how you should be planning for them.

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Are You Ready For Retirement?

We look at how the conversation about retirement readiness typically takes shape.

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Retirement Regrets

The old saying goes, “Smart people learn from their own mistakes. Geniuses learn from the mistakes of others.” Let’s look at some of the regrets we hear from people who wish they’d made different financial decisions, so you can learn from those missteps.

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Taking Care Of Family

Make sure your retirement plan is taking care of your loved ones. 

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Common Planning Complaints

Learn the common planning complaints we hear on a regular basis. 

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Bouncing Back After A Financial Mistake

We've all made financial mistakes. Learn what it takes to make your comeback. 

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Mailbag

We'll take your listener questions on income planning, buying gold, and riding the stock market roller coaster. 

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7 Deadly Sins (of Retirement)

We'll discuss the seven retirement sins and how to avoid them. 

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Social Security Myths

We'll debunk some of the myths that shroud social security. 

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