Retirement Playbook

During this episode, we’ll compare how our phones have changed over the past 10 years to nine ways retirement has changed over the past decade.

Today we’ll discuss strategies for continuing to grow wealth during retirement.

During this episode, we’ll discuss Harnessing the Power of Social Security and its importance to your financial strategy.

In this episode of The Retirement Playbook, we discuss strategic options for managing old or legacy 401(k) accounts. We break down the pros and cons of leaving funds in a former employer's plan, cashing out, or initiating a direct rollover into a personalized IRA. Listeners are guided on how to make informed decisions to optimize their retirement savings while avoiding costly tax penalties and fees.

We are officially halfway through the year, making it the absolute perfect time to pause and grade your financial progress. This episode walks you through a vital mid-year checklist to help you adjust your tax strategies, rebalance your portfolio, and track your retirement goals. Tune in to ensure your money is still working as hard as you are for the rest of the year.

During this episode, we’ll explore what research consistently shows makes retirement genuinely fulfilling.

During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.

During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.

This week on Business Owner Playbook, we’re stripping away the "hustle culture" veneer to tackle a silent killer of promising startups: the cash flow crunch. We explore why a high-revenue year can still leave you broke if your timing is off and how to bridge the gap between a sent invoice and a cleared check. Join us for a candid look at the financial tightrope walk every entrepreneur eventually has to master.

During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.