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.

After you reach a certain age, you’ll be subject to required minimum distributions (RMDs). This refers to a minimum amount that you must withdraw every year from your retirement accounts. Why should this concern you? Because RMDs significantly affect your lifetime taxes! Tune in to discover 3 ways to lower your taxes on required minimum distributions and optimize your overall tax picture in retirement.

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.

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.

Financial debt is something that can hold back people of all ages — from 20-year-old college students to 70-year-old retirees. Tune in to discover simple tips to manage your debts before they snowball into tremendous financial distress, and worse, delay your dream retirement.

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.