Our guest today, Roger Whitney, is the host of the popular retirement planning podcast The Retirement Answer Man and author of the new book Rock Retirement. Roger has over 27 years experience walking life with clients into and through retirement. Listen in as Roger and I discuss: Why do we tend to draw ‘inside the lines’ […] The post Are You Ready to ROCK Retirement? appeared first on Retirement Starts Today Radio.

When looking for that perfect house to retire to, many retirees discover that getting a mortgage in retirement is different than getting a mortgage while working. Once we retire, our wages (the primary mortgage underwriting qualifier) stop and the source of our income radically changes. Many recent retirees complain that once their paychecks stop, their banker starts to look at them differently! The post Getting a Mortgage in Retirement appeared first on Retirement Starts Today Radio.

Our topic for today’s episode is selling your unwanted life insurance policy. Now, I’ve got to confide something in you… I really want you to believe that my curiosity was piqued in this topic by reading some dusty old financial planning tomes, or some 500 page peer-reviewed study, but that would be a lie. I […] The post Selling Your Unwanted Life Insurance appeared first on Retirement Starts Today Radio.

I was originally going to talk about “Investing at all-time market highs”, but that doesn’t seem appropriate at this juncture. So, today we are moving forward a topic a few weeks, and we’re talking about how to become a 401k millionaire!! As I started to researching the topic of becoming a 401k millionaire, I found […] The post 5 Easy Steps to be a 401k Millionaire appeared first on Retirement Starts Today Radio.

Let’s press rewind on our March 6th Market Volatility webinar and listen in on the Q&A session. We answer the following retirement questions: Jean asks: When the markets drops, should I reduce the amount of money I use from my accounts proportionally? Doug asks: Where can I invest my money to keep a steady flow […] The post Asked & Answered: Episode #2 – Navigating Market Volatility appeared first on Retirement Starts Today Radio.

Register for our March 6th Market Volatility Webinar. Market volatility is on the minds of many investors in 2018. After years of seemingly endless portfolio gains, retirement savers received a punch in the nose from volatility and left many wondering where we go from here. Taylor Schulte is a Certified Financial Planner and President of Define […] The post Navigating Turbulent Markets: An Interview with Taylor Schulte appeared first on Retirement Starts Today Radio.

Warren Buffett is a legendary investor, a business tycoon, and a hero for many who work in the financial services industry like I do. He’s a man with principles – a man of wisdom. He’s also one of the richest men in the world. But despite his riches, Buffett still lives in the same modest […] The post Warren Buffett is Never Going to Retire. Should You? appeared first on Retirement Starts Today Radio.

Are you going to have a ‘Revolutionary Retirement’? If you aren’t sure, today’s guest will help you figure that out. Matt Jackson is a Colorado-based financial advisor with a decade of experience guiding clients on their retirement journey. In today’s episode, we discuss Matt’s new book: ‘Revolutionary Retirement’ Listen in as Matt and I discuss: […] The post Your ‘Retirement Revolution’ – An Interview With Matt Jackson appeared first on Retirement Starts Today Radio.

Jeff Williams joins me to talk about starting your own business or becoming a part-time consultant after the age of 50. How would I know if my industry is right for consulting? How do I know I have what it takes to be a business owner? How do I know my worth as a consultant? The post Starting a Business after Age 50 – An Interview With Jeff Williams of BizStarters.com appeared first on Retirement Starts Today Radio.

Tax Reform! Can you imagine anything more exciting? Ok, maybe not the most titillating subject in the world, but it could impact your retirement, so we need to talk about it! We’re covering how Tax Reform will: Reduce the number of taxpayers who itemize from roughly 30% to fewer than 10%. Double the Standard Deduction to […] The post Tax Reform and 2018 State of the Podcast appeared first on Retirement Starts Today Radio.

Men Die Married, Women Die Single… Our guest today is Kate Stalter. Kate is the founder and President of Better Financial Decisions. Her firm helps clients navigate retirement concerns, such as claiming Social Security benefits, making assets last for three or four decades, managing tax consequences of withdrawals and understanding estate-planning challenges. Better Financial Decisions. Kate also […] The post Men Die Married, Women Die Single… appeared first on Retirement Starts Today Radio.

Sign up for the Webinar! 2018 Changes for Social Security and Medicare Social Security Changes include: Social Security recipients will receive a 2% increase in 2018, which amounts to approximately $27 per Social Security recipient. We won’t know until later this year, but this increase could be offset by rising Medicare Premiums. This increase may […] The post 2018 Social Security and Medicare Changes appeared first on Retirement Starts Today Radio.

Ask Ben a question Register for upcoming webinar Introducing our newest segment: Asked & Answered Listen in to our very first Asked & Answered episode as we answer the following retirement questions: Fritz’s question: Annual costs for higher income individual for pre-65 retiree health care costs? Inflation rate for these costs? Fritz is looking at […] The post Asked & Answered: Episode #1 appeared first on Retirement Starts Today Radio.

Click here to register for our upcoming webinar! Reverse Mortgages: The Forgotten Retirement Planning Asset – An Interview with Dirk Cotton Dirk Cotton is a retired executive of a Fortune 500 technology company. Since retiring in 2005, he has researched and published papers on retirement finance, spoken at retirement industry conferences and events, and regularly posted […] The post Reverse Mortgages – An Interview with Dirk Cotton appeared first on Retirement Starts Today Radio.

Many pre-retirees fail to realize the myriad of tax planning opportunities that present themselves in the lead-up to retirement. The final years of work and the first few years of retirement tend to have increased variability of either income, deductions, or both. These changes can afford retirees with once in a lifetime tax planning opportunities. […] The post Tax Planning for the Middle Class – An Interview with Dana Anspach appeared first on Retirement Starts Today Radio.

It is easy to fall into a false sense of security living in sleepy communities in the Midwest. That is, until I received an email from the local Securities Commissioner informing me of a local ponzi scheme… Our guest this episode is Securities Attorney David Liebrader. David and I discuss how he helped his clients […] The post Interview with Securities Attorney David Liebrader appeared first on Retirement Starts Today Radio.

“Planning for my own end of life doesn’t benefit me, it benefits others… It is an outward expression of love to your loved ones to plan and prepare. It is the greatest final gift to give to your family” – Jon Braddock Jon Braddock is the founder of My Life and Wishes, a company that […] The post The Importance of End of Life Planning with Jon Braddock appeared first on Retirement Starts Today Radio.

As humans, we are creatures of habit – especially when it comes to our careers. Most of us spend twenty, thirty, or forty years lacing up our work boots and heading to the coal mine. But, what happens next – what happens after retirement – can throw us for a loop. What are we going […] The post Finding Your Retirement ‘Why’ appeared first on Retirement Starts Today Radio.

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Not long ago, I visited with an older couple who had most of their retirement accounts saved in the banking equivalent of their bedroom mattress. The duo had been keeping the bulk of their money in cash since 2008, fearing market fluctuations would cause them to lose principal. Believe it not, they thought the 2008 […] The post The Truth About Naked Investing appeared first on Retirement Starts Today Radio.