Gregg Gonzalez
RETIREMENT MADE EASYEpisodes
Episodes of RETIREMENT MADE EASY
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Over the last two months, we’ve had close to 8 people contact us to put together a retirement plan because they’re fearful of being downsized. If they got laid off, could they afford to retire? People are looking for peace of mind and a retirem
I’ve been helping people plan for their dream retirement for the last 16 years. I’ve nearly heard it all. I’ve had to tell people they can’t retire yet or that they have to save far more than they planned. The people who make these mistakes der
I’ve recorded over 160 episodes since the Retirement Made Easy podcast launched. In this special “Greatest Hits” episode of the Retirement Made Easy podcast, I’ll share snippets from the 5 most downloaded episodes. They include some of my best
Do election years impact the stock market? If so, how? We know that election years introduce a rollercoaster of emotions for a variety of reasons. Those emotions tend to influence the stock market and the decisions individual investors make. So
In this special episode of the Retirement Made Easy podcast, I revisit some of the most commonly asked—and popular—questions from 2023. We’ll tackle everything from capital gains tax to tax mapping for my clients. As tax-filing season comes to
What factors go into the social security claiming decision? How do strategies differ based on your age, health, and marital status? Where do you even start? Social security planning is often neglected—or at the very least not given the attentio
What happens if you start collecting Social Security payments but feel like you’ve made a mistake or taken it too early? Did you know that you can stop or suspend the benefits? Secondly, when you start collecting Social Security there’s an opti
Most “Top 10 Mistakes You’re Making in Retirement” articles are vague, mostly common sense, and of little use to their readers. And when you read these articles, you have to consider the source. A bank is never going to tell you that having deb
What are required minimum distributions (RMDs)? How will they impact you? How do we account for them? Too many financial advisors neglect to help their clients plan for RMDs. I am not one of them. I cover the basics that you need to know in thi
Let’s wrap up 2023—and kick off 2024—with another round of your questions, answered! In this episode of the Retirement Made Easy podcast, I’ll answer six listener questions, covering everything from how severance pay is taxed to how the pop-up
What are 5 ways you can prepare for retirement? Why can actively managed funds be risky in retirement? How does a divorce impact your social security? In the last two episodes of 2023, I plan on answering some amazing listener questions, includ
I’ve received numerous questions all running along the same theme: Are we heading into a recession? What would it mean for the stock market moving forward? How will it impact your retirement? Many of you are concerned that we’ll be entering a r
Are you on the same page as your spouse when it comes to retirement planning? Do you both understand your retirement plan? Even if one of you handles the finances, both of you need to understand the ins and outs of your retirement plan. It’s in
What could go wrong in retirement? What if the “what-ifs” become realities? How will it impact your 30-year retirement? We don’t know what the future holds which is why it’s important to think about the variables. There will be things outside y
Social Security isn’t likely intentionally misleading us but they are leaving out some details that every person contemplating retirement needs to know. Social Security announced the cost of living adjustment for 2024: 3.2%. This will go into e
What is the assumed life expectancy for retirement? What accounts can you open for your grandchildren? Should everyone follow the 60/40 rule? The questions have been rolling in! So in this episode of the Retirement Made Easy podcast, I’ll answe
Where do you want your assets to go when you’re no longer here? I know it may seem morbid, but this is an important part of retirement planning that most people neglect. But the heart of the matter is your family. What do you want to leave behi
In 2019, there were 61.5 million people on Medicare. By 2027, it’s estimated that 75 million Americans will be on Medicare. That’s just four years from now. The #1 reason that people push off retirement is because health insurance is too expens
How will things change for those saving for retirement in 2024? What is the estimated cost of living adjustment going to be? Do you think you’re on track for a comfortable retirement? These are the questions I discuss in this episode of the Ret
What will make or break your retirement plan? What makes a plan weak or unrealistic? What needs to be factored into the overall strategy? How do we build a great retirement plan? A retirement plan isn’t just reviewing your investment statements
Can you convert a beneficiary IRA to a Roth IRA? Can you roll a 401k into a 403B? What about alternative investments—are they worth the risk? The questions have been rolling in, so in this episode of the Retirement Made Easy podcast, I’m tackli
I’ve had numerous people ask me about managing their income in retirement. Your income in retirement will be different from everyone else’s, unique to you. But what sources can you draw from? What will it look like? How do you plan for it? Wher
Emotions are often the drivers of our financial decisions. This year we’ve seen record inflation. The Fed continues to raise interest rates. There is a banking crisis. Then there’s the discussion of whether or not we’re in a recession. Many peo
Everyone is likely familiar with 401k plans and many people have them through an employer. But do you know anything beyond the very basics? Does your company offer a match (and do you know how it works)? Do you know how much your plan costs or
Tax planning is different when you’re retired versus during your working years. It also changes from state to state. Some states are more tax-friendly than others. That’s why many people retire in Florida, Tennessee, and Texas. Taxes matter in
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