Cover image of Retiring Today

Retiring Today

Ever wondered about the future of Social Security? Need help creating a plan for Long-Term Care? What happens if you retire during a Recession?Retiring in today’s world can be complex and complicated.... Read more

Ranked #1

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6. Do you need $1 Million to Retire?

6. Do you need $1 Million to Retire?

According to TD Ameritrade's 2019 Retirement Pulse Survey, six in ten Americans think that $1 million will be enough for... Read more

15 Nov 2019

35mins

Ranked #2

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4. A Recession Resistant Retirement

4. A Recession Resistant Retirement

With slow global growth, trade wars, and inverted yield curves, it seems everyone is talking about a possible recession.... Read more

1 Nov 2019

35mins

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Ranked #3

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7. The In's & Out's of a Health Savings Account

7. The In's & Out's of a Health Savings Account

Do you have a high-deductible health plan? If the answer is yes, you might be eligible for a Health Savings Account. But... Read more

22 Nov 2019

36mins

Ranked #4

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9. The Importance of a Financial Designation

9. The Importance of a Financial Designation

Bernie Madoff. Dean Mustaphalli. Elizabeth Holmes. There are plenty of reasons to distrust people these days. As with mo... Read more

6 Dec 2019

31mins

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Ranked #5

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10. Medicare Changes in 2020

10. Medicare Changes in 2020

There's one thing you can count on when you're dealing with Medicare - by the time you figure out the system, it will ch... Read more

13 Dec 2019

28mins

Ranked #6

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8. What really is Cryptocurrency?

8. What really is Cryptocurrency?

Bitcoin, Blockchain, Cryptocurrency. These are all buzz words we have heard from friends and in the news but what really... Read more

29 Nov 2019

25mins

Ranked #7

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3. Fighting Scammers with Julie Wagner

3. Fighting Scammers with Julie Wagner

It’s a story that happens all too often. A number you don’t know pops up on your phone. An email lands in your inbox tha... Read more

25 Oct 2019

40mins

Ranked #8

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5. Year-End Tax Planning Strategies

5. Year-End Tax Planning Strategies

Taxes can be complicated and stressful. In your working years, often the only major tax strategy to consider is maximizi... Read more

8 Nov 2019

33mins

Ranked #9

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25. Superhero Series: The Power of the Roth

25. Superhero Series: The Power of the Roth

Introducing our Superhero Series! First superhero we are going to cover is the POWER of the Roth. Roth IRAs provide more... Read more

15 May 2020

29mins

Ranked #10

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24. The Continuous Anxiety of the Market

24. The Continuous Anxiety of the Market

In the last three months of 2020, we have seen some of the most volatile market days insect 1929. Monday, March 9th and ... Read more

1 May 2020

25mins

Ranked #11

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23. Risks in Retirement

23. Risks in Retirement

2020 has proved to be a game changer. Plans are not going the way many people had hoped or ever predicted. In this episo... Read more

24 Apr 2020

32mins

Ranked #12

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22. Coronavirus Stimulus Relief Bill: A Scammers Paradise

22. Coronavirus Stimulus Relief Bill: A Scammers Paradise

As millions of Americans wait on their stimulus payments, scammers are looking to take advantage. In this episode of Ret... Read more

3 Apr 2020

22mins

Ranked #13

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21. The Stock Market Meltdown of 2020

21. The Stock Market Meltdown of 2020

Last Monday, stocks fell sharply with the Dow suffering its worst day since the "Black Monday" market crash in 1987 and ... Read more

27 Mar 2020

34mins

Ranked #14

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20. Welcome to the Bear Market

20. Welcome to the Bear Market

What a week it has been for market volatility. Just Monday, the S&P 500 plummeted 7% at the open, tripping circuit b... Read more

13 Mar 2020

30mins

Ranked #15

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19. Coronavirus & Your 401(k)

19. Coronavirus & Your 401(k)

The coronavirus is now rattling our global markets. The Dow John Industrial Average plummeted over 1000 points or more t... Read more

28 Feb 2020

30mins

Ranked #16

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18. Accumulation Investing vs. Retirement Investing

18. Accumulation Investing vs. Retirement Investing

When planning for retirement, there's definitely a specific type of financial planning that needs to be done. When it co... Read more

21 Feb 2020

27mins

Ranked #17

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17. The Basics of Social Security

17. The Basics of Social Security

Social Security is an important source of income for retirees in America. Nonetheless, the process of applying for and c... Read more

14 Feb 2020

35mins

Ranked #18

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16. Pre-Retirees Most Asked Questions

16. Pre-Retirees Most Asked Questions

Pre-retirees often come to us with the same questions "What do I need to know before retirement?" or "What should I be d... Read more

31 Jan 2020

32mins

Ranked #19

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15. The Retirement Timeline

15. The Retirement Timeline

In a perfect world, retirement is easy. You make your plan, you give your two weeks notice, you celebrate your last day ... Read more

24 Jan 2020

35mins

Ranked #20

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14. Women in Retirement

14. Women in Retirement

With a longer lifespan and often less time building a nest egg, the stakes for women are higher in retirement, but these... Read more

10 Jan 2020

33mins

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