One of the greatest financial assumptions is that it’s always better to own than to rent. However, in retirement, this may not be true. Once you are financially independent it is important to realize that not every dollar you spend needs to yie
Do you have an HSA? If so, do you simply use it to pay for your medical expenses? Or do you use it as a way to build your wealth? Today we’ll look at an article from Financial Advisor Magazine that will help us identify opportunities for wealth
We are spending some extra time off from the podcast over this holiday season to spend time with family. I hope you're using this opportunity to spend some time with family as well. I've gone through my favorite episodes of 2023 to bring you so
Most people are worried about spending too much and running out of money in retirement. However, few people worry about spending too little. In this week’s episode of Retirement Starts Today, you’ll learn why you should spend your principal in
Hey podcast listeners. I just wanted to jump into your podcast feed here really quickly and give you an update on the new project we're working on where our firm is taking on new clients. The plan was to leave the application process open throu
Would you like to have more confidence in your retirement plan? In the retirement headlines segment, you’ll learn one simple way to increase your certainty about what you can accomplish in retirement. In the listener questions segment, Bret he
Do you wish you had more optionality when it comes to designing your retirement? In this episode of Retirement Starts Today, we’ll explore an article from Forbes that poses five alternatives to the 4% rule that you may want to explore for your
What happens if you get to retirement age and realize that you saved too much? Believe it or not, this does happen and has its own set of problems. In this episode, we’ll explore those problems along with some potential solutions. Stick around
Would you like to make $170,000? On this episode, you’ll learn what you can do to save yourself 17% in lower returns over a decade. On a million-dollar portfolio that comes to $170,000! In the Retirement Headline segment, we’ll dive into an art
Have you thought about using your home’s equity to help you fund a portion of your retirement? In this episode of Retirement Starts Today, we’ll explore a Morningstar article that examines ways to use this supersized emergency fund. If you are
Do you remember when you were a kid and were fascinated by the thought of living to be 100? It seemed like such a far-fetched idea, but now with advances in technology, nutrition, and medicine, this far-flung notion increasingly seems like a re
Medicare’s open enrollment is starting soon, so I’ve invited Danielle Roberts from Boomer Benefits to join me today. In this episode, we’re discussing what’s new with Medicare in 2024, the important dates to remember for open enrollment, when
As retirement super savers, you all know that slow and steady wins the race. According to this Wall Street Journal article, that race is paying off again for many Americans. In the retirement headlines segment, we’ll take a look at this article
Even if you aren’t familiar with Monte Carlo analyses, you’ve probably used it. Monte Carlo drives math behind the retirement planning software that you use. Monte Carlo software is truly amazing, however, the way people look at it is wrong. I
Aretha Franklin can teach you more than a little R-E-S-P-E-C-T. On this episode of Retirement Starts Today, you’ll learn from her estate plan (or lack thereof). After hearing about this estate plan gone haywire Bret and I will team up to answe