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Retirement Planning

Retirement planning isn’t just about saving money. It’s also about making sure that you have the skills, passive income and passions to get the most from life after retirement.

Annuities for Seniors: Profitable or Pitfall?
9 months ago

Annuities for Seniors: Profitable or Pitfall?

Annuities seem to be the prized product of many insurance agents and brokers, but are they a wise investment? We ask a financial advisor and investing expert for the facts. Enjoy the show! Read More

Don’t Be Shocked When You Find Out What Happens to Your 401K and IRA After Retirement
9 months ago

Don’t Be Shocked When You Find Out What Happens to Your 401K and IRA After Retirement

You’ve been saving money in your 401K for most of your adult life. Now that you’re retiring, what happens to that money? Join us in discussion with financial expert Pam Krueger who says that taking control of your money in retirement is as easy as 1-2-3. Enjoy the show! Read More

Boomers Are the Only Ones Who Can Save Social Security… But, We’ll Probably Let it Burn!
9 months ago

Boomers Are the Only Ones Who Can Save Social Security… But, We’ll Probably Let it Burn!

To say that our generation was misled about Social Security would be a gross understatement. Even the name “Social Security Trust Fund” is misleading. A trust fund is “a fund consisting of assets belonging to a trust, held by the trustees for the beneficiaries.” But, the truth is that most of the money that you put into Social Security is long gone. It was never held in trust. The government spent it.   Read More

3 Things to Remember When Taking the First Step Towards Retirement
11 months ago

3 Things to Remember When Taking the First Step Towards Retirement

By  •  Lifestyle

I’m learning each day to look forward to what is coming as I stand where I am today. Being present in my life right here and now has created an appreciation for all that I have and an eagerness for what is yet to come. Every change I make takes me to that new and exciting place. Read More

Want to Make Extra Money in Retirement? Why Not Rent Your Room, Apartment, Cabin or House with Airbnb?
11 months ago

Want to Make Extra Money in Retirement? Why Not Rent Your Room, Apartment, Cabin or House with Airbnb?

Do you yearn for more spending money? Have you always wanted to visit Barcelona? Or perhaps you enjoy meeting new people. Whatever the reason, you might consider opening your home to strangers through a vacation rental like Airbnb, VRBO, or a host of other online rental agencies. Read More

Looking After Your Money in Retirement: Is a Financial Advisor a Good Person to Know?
1 year ago

Looking After Your Money in Retirement: Is a Financial Advisor a Good Person to Know?

You’ve worked hard your entire life and saved responsibly for retirement, but how do you ensure that your nest egg will continue to meet your needs? Who should you ask to help you manage your money in retirement? Financial expert Pam Krueger is going to answer these questions and more. Enjoy the show! Read More

How Long Should You Keep Personal and Financial Documents?
1 year ago

How Long Should You Keep Personal and Financial Documents?

By  •  Making Money

If you are like many of us and recently found yourself sorting through numerous documents to find papers needed for your tax return, then you may be ready to get organized. Read More

Social Security Secrets That You Need to Know
1 year ago

Social Security Secrets That You Need to Know

In 2017, there were about 11.64 million widows and about 3.28 widowers in the United States. For everyone, social security is part of your retirement paycheck, and you want to make sure you are maximizing the amount you receive. Read More

My Top Tips on Making Withdrawals from Your Retirement Distribution Sources
1 year ago

My Top Tips on Making Withdrawals from Your Retirement Distribution Sources

This is by far one of the most challenging financial areas to consider during your retirement transition phase. Read More

4 Painful Truths About Retiring Abroad That I Learned the Hard Way
1 year ago

4 Painful Truths About Retiring Abroad That I Learned the Hard Way

I didn’t mean to retire in Switzerland. Instead, retiring abroad was a happy accident. After spending more than four decades in corporate jobs, I found myself out of work for the first time. One of my sons was living in Switzerland and the other had settled in Scotland. In addition, my marriage had ended several years earlier, so, there really wasn’t a strong incentive for me to stay in the U.S. Read More