Retirement Revealed Podcast & Blog

Longevity Risk

The Biggest Risks To Your Retirement (Part 1): Longevity

Estimating how long you and your partner will live in retirement is crucial to planning your retirement, but many people don’t know how to estimate their longevity accurately. Tune in to learn about the most common mistakes when planning for longevity, and a resource and 3-step action plan for how to plan more accurately.
Pension

Get The Most From Your Pension Lump Sum or Monthly Annuity

Do you plan to claim your pension soon? Make sure you consider all your available options before making the irrevocable decision. Tune in to learn about a one lump sum payment vs a monthly annuity pension plan and how you can calculate which one makes more sense for you financially.
Pension

4 Ways to Maximize Your Pension in the Wisconsin Retirement System

Pension plans often contribute heavily to your retirement income. If you’re living in Wisconsin, you might have heard of The Wisconsin Retirement System (WRS), the 9th largest public pension fund in the U.S. Tune in to learn what the WRS is all about and the different benefits it offers to retirees! (Note: The strategies discussed are relevant even if you’re living outside of Wisconsin.)

Should I take a lump sum payout or monthly annuity from my pension plan?

Deciding between your between taking a Lump Sum Payout or Monthly Annuity Pension? Learn the math and the process to make the best decision for you. Also, learn why 2022 is a unique situation that has made lump sum payouts a better deal than in the past 20 years!

3 Strategies To Prepare for a Major Stock Market Drop

What would you do if the market dropped by 50% tomorrow? Just the thought of your investments getting reduced by half might sound scary. What’s even scarier? The history of stock markets tells us this scenario is very much possible. Tune in to discover 3 strategies to be better prepared for a major stock market downturn and minimize its impact on your retirement.

Your 5-Step Plan for a Well-Balanced Retirement

If you don’t know where to begin your retirement planning, you’re not alone. That’s why we have created a simple process to help you achieve your ideal retirement. Tune in to learn about our 5-step retirement income plan, where each step is designed to help you solve a crucial piece of your retirement puzzle.
Withdrawl Plan

3 Reasons to Have a Withdrawal Plan in Retirement

Your withdrawal plan can have a huge impact on your lifetime taxes — potentially even hundreds of thousands of dollars! Tune in to learn about tax-efficient withdrawal strategies to generate retirement income, and gain insights into advanced softwares for making research-based decisions.
Retirement

Never Run Out of Money in Retirement

It’s good to have a consistent income source during retirement that you can rely upon, no matter how the economy is performing. Discover how you can cope with the uncertainties brought by today’s complex retirement planning landscape and create a consistent income for life.

Learn more about retirement, investment and tax planning through our blog updates, as well as our Retirement Revealed podcast, hosted by Jeremy Keil, and published every two weeks. Proud to be named a Top 100 Retirement Blog and a Top 25 Retirement Podcast to follow in 2021 by Feedspot!

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