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Managing Money in Retirement

No matter how much you have saved, managing money in retirement is critically important. Let’s talk about how to make your Social Security and pension money last longer.

Do You Really Want to Share a Financial Advisor with Your Husband?
6 days ago

Do You Really Want to Share a Financial Advisor with Your Husband?

Statistically speaking, we know women expect to outlive their husbands.

Harvard Health reported in 2016 that 57% of those ages 65 and up are female, while 67% of those who reach age 85 are women. The average woman lives five years longer than the average man in the U.S. Read More

5 Keys to Achieving Financial Security in Retirement
1 week ago

5 Keys to Achieving Financial Security in Retirement

When retirement is already a fact, it is too late to talk about saving money. What do you do then? Financial advisor Allan Roth has some practical strategies that he’s going to share with us today. Enjoy the show! Read More

4 Secrets to Managing Your Money in the Years Before Retirement
1 week ago

4 Secrets to Managing Your Money in the Years Before Retirement

The years before retirement are especially important for making decisions about our spending habits, investments and other financial issues. Where do we begin? Join us in discussion with financial advisor Allan Roth, who will give us some pointers on being wise when creating our retirement plan. Enjoy the show! Read More

Do I Need a Trust? One of the Most Important Estate Planning Questions
2 weeks ago

Do I Need a Trust? One of the Most Important Estate Planning Questions

By  •  Making Money

While marketing a product I created – the My Affairs In Order flash drive, a convenient way to organize and retain personal and financial information for your loved ones before death – I get asked a lot of questions. The questions that come up more than any others are: What is a trust? And, do I need a trust? Read More

5 Tips for Managing Your Money in the Transition to Retirement
2 weeks ago

5 Tips for Managing Your Money in the Transition to Retirement

When you get to the period of transition to retirement, things get tricky. Have you saved enough money to retire? Or should you continue working? Financial advisor Allan Roth offers some tips for making the best choices when retirement comes knocking. Enjoy the show! Read More

What is Money? Money Management Tips for Women Over 60
2 weeks ago

What is Money? Money Management Tips for Women Over 60

Money, in our world, is a very important asset. Could money be defined as something other than paper bills and coins? Join us in discussion with financial advisor Allan Roth, who shares great insight on managing our money past the age of 60. Enjoy the show!  Read More

Working and Collecting Social Security: 3 Important Things You Need to Know
3 weeks ago

Working and Collecting Social Security: 3 Important Things You Need to Know

As people age, happiness is often based on connections with family and friends. Some of us may not have those ready-made ties and perhaps need to look elsewhere to stay active and engaged. Having a job may be the answer. But I often hear seniors say, “I can’t work. I’ll lose my Social Security.”
Read More

Understanding Estate Planning: 6 Beneficiary Designations and How to Manage Them
1 month ago

Understanding Estate Planning: 6 Beneficiary Designations and How to Manage Them

The use of beneficiary designations is one issue that is not well understood and can lead to much confusion.

Most people think it is a simple matter of naming a person to receive certain assets by will or trust or naming them as a beneficiary of a retirement plan. I only wish it were that simple! Read More

5 Simple Tips for Finding Financial Freedom after 60 from a Former Stockbroker
2 months ago

5 Simple Tips for Finding Financial Freedom after 60 from a Former Stockbroker

I wasn’t old enough to rent a car, but in my early 20s a major brokerage firm recruited me to become a stockbroker. I was excited until I figured out that I’d just committed to a career of telemarketing.
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Social Security Cut Because You Have a Pension? You’re Not Alone!
2 months ago

Social Security Cut Because You Have a Pension? You’re Not Alone!

Have you applied for Social Security benefits only to find that you will get less than you expected? Many government workers are shocked to learn they will get a lower payment when they retire. Read More