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Healthy, Wealthy, & Wise Retirement Podcast

Jun 29, 2022

On today's episode, we talk through 7 principles for finding peace during unpeaceful markets.

One thing is certain for investors- as much as we'd like the market to continually go up, we will be better off if we prepare for "when" not "if" the market will once again hit tough times in the future. Hopefully by arming you...


Jun 14, 2022

Today, we close out our talk about annuities with Part Two. We specifically cover variable annuities and long-term care annuities.

We then finish up with 3 commonly asked questions where we cover the taxation of annuities, whether or not they are FDIC insured, and how commissions play a role with annuities.

Reach out...


May 31, 2022

Today, we cover Part One of our two week discussion about annuities. We offer a high-level overview of each type so that you can have more confidence determining if an annuity is right for you, or just as importantly, if it's not right for your situation.

We also discuss some of the pros and cons of each, so that...


May 17, 2022

Figuring how to best claim your Social Security benefits can be a confusing and frustrating process. Instead of analyzing a bunch of numbers, we take a different approach on today's episode and talk through 3 scenarios of how others claimed their benefits.

From there, we finish up with a 10-question quiz so you can test...


May 3, 2022

Market turbulence can be a scary experience, particularly in retirement. Today, we talk through 5 considerations to be aware of when timing the market.

From there, we finish up today's episode with a few helpful tips that you can implement in your own retirement planning.

 

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