Medicare Open Enrollment Is Almost Here

Medicare Open Enrollment Is Almost Here: 7 Things Retirees Should Review Before They Renew Anything By Scott Searles  |  October 9th, 2026 Medicare Open Enrollment begins October 15 and [...]

By |2026-10-08T14:33:35-04:00October 8th, 2026|Retirement Blog, Weekly Update|Comments Off on Medicare Open Enrollment Is Almost Here

Mastering Retirement Cash Flow (Part 2): Understanding Income

Get ready for part two of our Retirement Cash Flow series! This time, we're diving into the income side of the equation. In part one, we tackled the ins and outs of your expenses in retirement. Now, it's all about understanding the crucial role of income analysis. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance. Tune in and take charge of your retirement cash flow!

By |2023-08-02T16:30:46-04:00August 3rd, 2023|Podcasts|Comments Off on Mastering Retirement Cash Flow (Part 2): Understanding Income

Mastering Retirement Cash Flow (Part 1): Understanding Changing Expenses

In this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement. We’ll break those expenses down further to see which ones are the top priorities and analyze some of the other factors that impact your cash flow in retirement.

By |2023-07-05T19:30:03-04:00July 6th, 2023|Podcasts|Comments Off on Mastering Retirement Cash Flow (Part 1): Understanding Changing Expenses

Retiring With Honors: Financial Planning Lessons From The Classroom

From time to time, we like to look at issues faced by people in other professions outside of the financial world and see what kind of retirement planning lessons we can learn from these other professions. Today, we’re seeing what we can learn from teachers and the issues they face.

By |2023-06-14T09:44:09-04:00June 15th, 2023|Podcasts|Comments Off on Retiring With Honors: Financial Planning Lessons From The Classroom

Retirement Expenses For Which You Forgot To Plan

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again… It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. We'll discuss practical tips and strategies to help you plan for these expenses and ensure a secure and comfortable retirement.

By |2023-04-05T10:56:55-04:00April 6th, 2023|Podcasts|Comments Off on Retirement Expenses For Which You Forgot To Plan
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