Financial Planners
The longer I practice financial planning, the more I understand that if you don’t preserve your health in retirement, all our talk of goals and spending plans is for naught. You can’t travel, enjoy time with your grandkids, or generally remain active if you do not preserve your health. Furthermore, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E22.mp3Podcast: Play in new window | DownloadIn this episode, we explore various strategies to create a steady income stream in retirement, tailored to your unique financial situation and goals. We discuss when to take Social Security and dive into investment strategies that can help you maintain financial stability during your […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E12.mp3Podcast: Play in new window | DownloadIn today’s episode, we dissect the often-debated topic of whether you need an annuity for retirement. With a straightforward approach, we explore annuities with both a small “a” and a capital “A”, debunking common misconceptions and laying bare the good, the bad, and the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E5.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss the important question of when should you make changes to your retirement portfolio. Or should you? Do you need to? How do you think about your retirement portfolio? Watch on YouTube HERE On this podcast, we’ve talked […]
Small changes in savings and spending for younger, working clients can have a big effect on a financial plan because increasing savings often means we can reduce the expected spending needed in retirement. When we set up a financial plan for a new client, often the numbers don’t work well […]
As the old cliché says, when life hands you lemons, you need to make lemonade. The market has been sour lately, to say the least. Down markets make Roth IRA conversions more valuable because the inevitable market recovery occurs in the tax-free Roth IRA rather than a taxable traditional IRA. […]
A Roth conversion means moving money from a traditional IRA into a Roth IRA, paying taxes on that money now in the hope of saving tax costs later. While nobody likes paying taxes before they need to, there are several reasons a Roth conversion may make sense as part of […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_50.mp3Podcast: Play in new window | DownloadThe Foundations meeting is the second step in our Strategic Reliable Blueprint process we walk all of our clients through. If you missed our previous episode on step 1- The FIT meeting, please review that first. If you’d rather watch this episode, you can […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_35.mp3Podcast: Play in new window | DownloadOften in financial planning, we face questions where the right answer is based on weighing a choice’s pros and cons and understanding the tradeoffs. Pension choices are one of those questions. If you are covered by an employer pension, you will face choices at […]
Last week Molly Petitjean of Buhl, Little, Lynwood & Harris, PLC presented the basics of estate planning during this webinar. Learn about what estate planning is and what you need to have done to put your estate plan in place.
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