Retirement Revealed Podcast & Blog

Discovering the link between Social Security benefits within a couple and breaking down the consequences of deciding when each person starts taking it.

David Lau of DPL Financial Partners discusses the in’s and out’s of annuities, what to look for in a good…

Identifying retirement sentiment from the Employee Benefit Research Institute (EBRI) retirement confidence survey and examining the strategies you can use to avoid unnecessary financial strain in retirement.

Identifying the common health savings account mistakes, identifying key strategies to maximize your HSA and exploring some of the practical…

Learn how to get the most from your HSA and avoid common HSA mistakes. 2024 HSA Limits are $4150 self-only and $8300 family coverage. 2025 HSA Limits are $4300 self-only and $8550 family coverage.

Health Savings Accounts (HSAs) are powerful tools for anyone, especially those nearing or in retirement. They offer the best tax…

Comparing the costs, risks and opportunities of buying and renting a home in retirement in today’s housing market, and some strategies to increase your appeal to lenders.

A deeper look at the risks that prevent people from spending in retirement through the analysis of retirement spending data and evaluating strategies to mitigate those risks and lower the stress and anxiety of retirement financial planning.

You don’t have to view retirement as an end to a journey. Instead, you can take author Eric Brotman’s advice and “graduate” instead of “retire”. Explore the different cultural understandings of retirement and discover a new, refreshing view on redefining your later years.