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Oct 14, 2019

The #1 fear in retirement, is running out of money – how can we avoid this? One of the tricks to planning a successful retirement is to figure out how much money you can safely withdraw from your nest egg, without running out. One of the simpler ideas is to plan on taking out the equivalent of what your RMD’s...


Oct 7, 2019

At least once a year, all of us have that annoying uncle at the dinner table right? I’m talking about Uncle Sam! The Motley Fool says one of the most common retirement mistakes people make is forgetting about taxes. But won’t our tax obligations decrease when we quit working? The answer may shock you!  Plus, do you...


Sep 23, 2019

Only 11% of baby boomers having over $500K saved for retirement, 31% of boomers say they’ll work past 70 and 25% of them have not calculated their retirement goals.  These numbers are staggering! In an attempt to warn baby boomers, Market Watch put together a list of the “7 Deadly Sins of Retirement Planning.”  In...


Sep 16, 2019

In August of 1935, FDR signed the Social Security Act into law. Today, nearly half of all retirees take their benefits as early as they can, which is age 62. BUT, did you know that if you wait until you’re 70, you can almost double it? Social Security is the foundation of your retirement, you could be throwing...


Sep 9, 2019

You have car insurance right? What about life insurance? What about insurance for your retirement plan? The #1 fear of planning for retirement is running out of money. In this episode, Steve explains how you can ensure your retirement plan, protect your nest egg from a volatile market and create lifetime income.