Retirement Revealed Podcast & Blog

Sometimes, retirees think, “I wish I had started my financial planning at an earlier age.” You can help your future generations avoid this mistake. In other words, you can get the much-needed money conversations started — something that has been a taboo for many families in the past. Tune in to learn about Anthony Delauney’s “No Regrets Retirement Roadmap” for planning for your ideal retirement, along with tips to help your future generations get started.

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.

The earlier you start having your retirement conversations, the better. Remember, these conversations should not be only geared toward your investments. It’s more about your retirement income. The short-term market fluctuations don’t matter as much in the long run. Tune in to learn about seven conversations that you should have with an advisor, your family, or yourself before you hit retirement (and on an ongoing basis).

Widowhood is a challenging time, full of grief and sorrow. If you are entering retirement as a couple, it is likely that one of you will face widowhood in the future. You might also have friends or family members going through it. Tune in to learn how you can help yourself or a loved one cope with widowhood, along with strategies to ease the financial and emotional burden that follows.

The average life expectancy is 30 years longer than it was a century ago. As a result, retirees now have more years to plan for. After all, an extra 30 years likely means that the end of your retirement will be a lot later than it used to be! Tune in to learn how to plan for retirement with this higher life expectancy in mind and spend your pre- and post-retirement days more efficiently and enjoyably.

Retirement today is very different from what the previous generations experienced. Lower interest rates, fewer employer pensions, new financial products… a lot of variables have changed over the years. Tune in now to discover the biggest retirement costs, shocks, and risks, and learn how you can navigate through the increasingly complex retirement landscape.

Your retirement plan is not a one-and-done solution. It is an ongoing process where you need to make key adjustments along the way. Tune in to learn how you can enhance your retirement picture through dynamic retirement planning and research-based financial decisions.

Use these year-end strategies to help your tax bill in 2021 and beyond! Drawing inspiration from an article by Kiplinger, Jeremy Keil highlights 7 year-end moves to help you lower your taxes during retirement.

Is transitioning to retirement as simple as flipping a switch? One day, you just stop working and enjoy the rest of your life, right? Well, not exactly… According to Barbara O'Neill, retirement is a combination of 35 different switches, each indicating a financial, social, or a lifestyle transition. Tune in as Dr. O’Neill discusses these transitions in more detail!