Posts Tagged ‘retirement’
2024 1st Quarter Economic Update for Retirement
Every three or four months, we have the privilege of having economist Andrew Opdyke on our show. He’s back to help us make sense of the economy ahead because, as…
Read MoreApril 1, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreSequence of Returns – How It Could Affect Your Retirement Plan
Sequence of returns is how long your money will last in retirement. If you’ve been reading our blog or a Secure Your Retirement podcast listener for any length of time,…
Read MoreMarch 25, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreNavigating Tax Withholding – A Guide for Retirees
Taylor Wolverton joined us on our podcast this week, and for those who don’t know, she’s our go-to person for everything taxes. This week we’re discussing tax withholding, which can…
Read MoreMarch 18, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreInvesting in Uncertain Times – Election Edition
It’s that time that comes around every four years – presidential elections. There is one question that inevitably pops up: does the presidential election impact the stock market? Retirement planning…
Read MoreMarch 11, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreHow To Keep Your Mobility in Retirement
While we focus on finances and investing to help people in retirement planning, we try to have experts on our podcast to discuss lifestyle changes, too. As you get older,…
Read MoreMarch 4, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
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