Rank #1: Is October a bad month for investors, high investments fees, and strategies for those without pensions (Originally aired October 26)
On today’s show: We’ll be talking about those stores that already have their Christmas
decorations up…and what that has to do with figuring out your retirement. Is October a bad
month for investors? Plus, what to do if your investment fees are too high. And, strategies for people who can no longer count on a company pension.
Oct 28 2019
Rank #2: Emergency funds and taxes during retirement, and The RMD "Sweet Spot" (Originally aired October 19)
On today’s show … we’ll talk about whether you’ll still need an emergency fund after you quit working. Another pension plan is biting the dust. When you retire, do you think your tax bill will go up…or down? The answer might surprise you. Plus, we’ll tell you all about the RMD “sweet spot.”
Oct 21 2019
Rank #3: Roth money may be better than taking too much RMD money, tax buckets, and more (Originally aired October 5)
On today’s show … how to make sure you can afford more than just Hamburger Helper after you leave the working world behind. Why using some Roth money might be better than taking too much RMD money. How many “tax buckets” do you have? Plus, signs that a “wonderful” retirement is in your future.
Oct 14 2019
Rank #4: Declining interest rates, Tax surprises in retirement, Paying off debt. (Originally aired October 12)
On today’s show … what will declining interest rates do to your nest egg? Why you should
strategize now to avoid a nasty tax surprise in retirement. How do you “win” when the markets are up … and “not lose” when the markets are down? Plus, should you try to pay off all your debt before leaving the working world behind?
Oct 14 2019