Retirement Revealed Podcast & Blog

When it comes to your retirement wellness, there is much more to think about than just your finances. How to fill your time, stay mentally and physically active, build healthy relationships…the list goes on! The best person to help you with such non-financial aspects of retirement is a retirement coach. Tune in to learn about the benefits of hiring a retirement coach (and how to find one).

When you are planning to retire it’s easy to focus on just the money and the technical details, and yet…

Will you be happy when you retire? The answer lies in whether your plans to retire focus solely on managing your finances, or if they align with your values and beliefs. Tune in to learn about looking at retirement from a non-financial perspective with a set of Christian values.

Retirement is not a destination. It’s a journey, where you transition into the next chapter of your life. In this chapter, a lot of the barriers you’ll encounter are psychological! Tune in to learn actionable steps to improve your psychological well-being in retirement.

Retirement planning is not the same as it was for previous generations. If you want to plan and live a flourishing life in retirement, you might need to rethink some areas of your retirement plan! Tune in to learn about four key areas that today’s retirees need to rethink to enjoy their retirement to the fullest.

Sometimes, unexpected liabilities can completely derail your finances. If, God forbid, you get in a car accident or your neighbors suffer an injury on your property, you can incur a liability of hundreds of thousands of dollars! That’s why home and auto insurance is worth looking into. Tune in to learn about various nuances of getting home/auto insurance, and key things you need to keep in mind before purchasing a policy.

Are you looking for a new financial advisor? Or perhaps you’re dissatisfied with your existing advisor and planning to switch. Either way, searching for an ideal advisor can be difficult if you don’t know what you should be looking for in the first place! Tune in to learn about three things you should know before choosing a financial advisor, along with key characteristics that separate great advisors from mediocre ones.

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.