Social Security Changes Under Biden Administration
If President Biden can improve our Social Security system, which is clearly in trouble, that could very well be the biggest achievement by a President...
Spending Freeze for Pre-Retirees
Spending Freeze: stopping all spending during a specific timeframe. Two of the most popular questions pre-retirees ask when they are considering retirement are: Do I...
Collecting Social Security While Working
What happens if you claim Social Security yet continue to work?What are the rules and penalties associated with simultaneously claiming and working? Where does the...
Early Retirement Packages & Offers
Summary: Sometimes a company will offer an early retirement package to employees. This has certainly been the case during the summer of 2020 for industries...
Why The Stimulus Is Bad For Retirees
Summary: Should retirees have received a stimulus check? Is is going to hurt them in the long run? In this show we talk about the...
Target Date Funds Fail Retirees
Summary: Target Date Funds are quite popular within 401ks. The purpose and strategy of these funds makes a lot of sense. However, for people that...
CARES Act Retirement Strategies
Summary: The Coronavirus Aid, Relief, & Economic Security Act (CARES) has some parts that impact our retirement system. In this show we discuss the main...
Retiring During A Bear Market or Economic Downturn
Summary: Retiring can be a wonderfully exciting time in your life. It can also be difficult and stressful, especially if you retire during an economic...
Saving For Retirement Is A Waste
Summary: Is saving for retirement a waste of resources? Does it make more financial sense to spend your money on living while you are young...
New Rules On Required Minimum Distributions (RMDs)
Summary: The SECURE Act was signed by the President on December 20, of 2019. This law has several major changes to retirement rules. In this...