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The Retirement Exit

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Location:

United States

Language:

English

Contact:

9165097034


Episodes

Ep 11- The Pros and Cons of the DIY Retirement Planner

11/3/2018
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What happens when DIY'ers come into my office and drop their retirement mistakes on my desk. Bam! Here you go Mr. Jones help me fix my mistakes. So guess what we did

Duration:00:24:19

Ep 10- 3 Reasons Why I hate your 401k

10/6/2018
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There are 3 reasons why I hate your 401k and you should know about them. You will be amazed at the the #1 reason and can find Part 2 of this program at our blog myretirementexit.blogspot.com

Duration:00:24:17

Ep 9- "Addressing the Elephant in the Room- The Retirement Shortfall"

9/3/2018
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Reduce your retirement stress by addressing the retirement shortfall early. Those who wait take unecessary risks and are setting themselves up for failure.

Duration:00:30:40

Ep -8 The Biggest Retirement Question You Will Ever Hear

8/20/2018
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You thought going into retirement was tough, wait until you have to answer the Biggest Retirement Question You Will Ever Hear, that actually has no right answer

Duration:00:28:04

Ep 7- Confessions of a Financial Advisor and what's love got to do with it.

8/4/2018
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As a financial advisor I had to share some personal confessions when I heard that 45% of middle-america would rather visit the dentist than to meet with a financial advisor.

Duration:00:23:43

Episode- 6 The Pension "Sweet Tooth" and what I learned about social security

7/22/2018
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Why the Social Security Board of Trustees see the system cutting benefits sooner than you think

Duration:00:22:34

Episode 5 -What I lost and Gained in a Game of 3-Card Monte-The Retirement Buckets

7/7/2018
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Three buckets, three sources of income, but not knowing where the queen is or the right bucket can really cause you to lose money.

Duration:00:28:26

Episode 4- "The Great Surprise at 70 and a 1/2 that few people know about"

6/24/2018
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The big retirement surprise at 70 and 1/2 can cost you as much as 50% in taxes if you don't know about this rule

Duration:00:22:27

Episode 3- "Preparing for your retirement descent in today's economy"

6/10/2018
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If you are not locked in and braced for an economic landing going into retirement then you might not have the time to recover.

Duration:00:18:17

Episode 2- "The Shift Part II" Giving Up Control

5/26/2018
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If spending without control makes you feel good then how are you going to feel when you become older and not be able to earn like you did in your accumulation years

Duration:00:21:13

Episode 1- "The Shift" From Accumulation to Distribution

5/12/2018
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The distribution phase is a phase where the stakes are high and the error rate could cost you as much as 70% in taxes

Duration:00:18:57