Retirement Revealed Podcast & Blog

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).

When you buy a US Series I Savings Bond (I Bond) during May through October 2022 your initial 6-month rate will be 9.62%

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.

Sometimes, you reach a point in life when you can no longer oversee your personal finances. Regular bill payments, updating check books, monitoring different accounts, or looking out for fraudulent activities — it can be a little too much to handle on your own! Tune in to learn how you can keep the personal finances in order for yourself or a loved one with the help of Daily Money Managers.

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.

The deadline for filing your 2021 taxes is approaching. Do you have your taxes figured out? When we say “having your taxes figured out,” we don’t mean just for the past year. If you want to optimize your overall tax picture, you need to look at your total lifetime taxes. Tune in now to discover key things to keep in mind while filing your 2021 taxes and ways to minimize your total taxes in retirement.

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.

Have you ever been tempted to buy something online that you didn’t really need, just because of an ad? A few impulse purchases is all it takes to put a dent in your budget! Tune in now to learn how you can keep your personal finances on track in a world where money decisions can be easily influenced by technology, social media, and online ads.