Retirement Planning

The idea that investors should be more conservative with their money as they get a little older is based on solid investment wisdom. After all, the last thing you want to happen one year before retirement is for your life savings to go up in smoke during a market correction. Read More

The way that people view Social Security is strongly influenced by their age and financial position. If you are young and healthy, you may view Social Security as something that “you’ll never see” or “just a handout for older people who didn’t save.” Read More

I’m somewhat skeptical of the whole concept of “retirement.” I’ve seen far too many cases of people building up retirement as the “ultimate destination,” only to find themselves feeling lost, socially isolated and financially stretched when they finally get there. Read More

A few years ago, I left my comfortable life in Seattle, Washington, to relocate to Switzerland. Technically, I wasn’t “retiring abroad.” As the founder of Sixty and Me, I was still busy for most of the day. I was also continuing to work as a freelance consultant. So, perhaps, “semi-retirement” would be a more accurate description. Read More

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

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

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

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

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

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