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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.

Never Worry About Running Out of Money in Retirement Again! (3 Fear Breaking Tips!)
11 months ago

Never Worry About Running Out of Money in Retirement Again! (3 Fear Breaking Tips!)

Fear of financial instability is very common among women over 60. Learn how to break the chains of fear by employing the three actionable steps proposed by financial expert Pam Krueger. Enjoy the show! Read More

End-of-the-Year Tax Planning for Responsible Mature Women: 8 Tips You’d Want to Consider
11 months ago

End-of-the-Year Tax Planning for Responsible Mature Women: 8 Tips You’d Want to Consider

December is upon us, and, before we know it, we will be celebrating the new year. Many times, though, people wait until January to look at their income tax situation and begin gathering all of the documents coming in the mail and the ones collected and saved in some file or box. Read More

Retirement Planning for Women: Is the Fiduciary Rule Really Dead? (You May Be Surprised!)
11 months ago

Retirement Planning for Women: Is the Fiduciary Rule Really Dead? (You May Be Surprised!)

Financial advisors are all the same – they want your money! Right? What if that’s wrong? Join us in discussion with financial expert Pam Krueger who has some info to share about fiduciary advisors. Enjoy the show! Read More

Retirement Planning: Leaving a Legacy for Your Family (That Will Stand the Test of Time!)
11 months ago

Retirement Planning: Leaving a Legacy for Your Family (That Will Stand the Test of Time!)

Leaving a legacy is often connected with money and real estate – but not always. Join us in discussion with financial expert Pam Krueger whose advice is sure to shed some light on the topic. Enjoy the conversation! Read More

Are Older Investors Being Too Conservative? A Controversial Look at How We Save for Retirement
11 months ago

Are Older Investors Being Too Conservative? A Controversial Look at How We Save for Retirement

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

Why “Focus on Increasing Income Not Cutting Costs” is Horrible Financial Advice
12 months ago

Why “Focus on Increasing Income Not Cutting Costs” is Horrible Financial Advice

People hate cutting costs. Beyond the practical considerations of having to give up all the shiny new stuff that marketers tell us we need, there are psychological reasons that we hate cost cutting. Read More

3 Ways to Organize Your Financial Records as a Responsible Mature Woman and Have Fun Too!
12 months ago

3 Ways to Organize Your Financial Records as a Responsible Mature Woman and Have Fun Too!

The last quarter of the year can become quite stressful, especially for those of us over 60. In some parts of the world, October is filled with more outdoor events with family and friends because the weather turns cooler while the sun is still generous. Read More

Counting on Social Security Could Kill Your Future! Do These 4 Things Instead
12 months ago

Counting on Social Security Could Kill Your Future! Do These 4 Things Instead

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

How Downsizing Early Could Help You Save $200K Extra for Retirement
12 months ago

How Downsizing Early Could Help You Save $200K Extra for Retirement

It’s not surprising that downsizing has become a big trend in the United States and other Western countries. After all, we are simply drowning in stuff! How much stuff? Well, according to the LA Times, the average U.S. household contains 300,000 items. 300,000! That’s insane! Read More

Are You Being SMART? 4 Tips for Setting Your Financial Goals After 60
1 year ago

Are You Being SMART? 4 Tips for Setting Your Financial Goals After 60

Historically speaking, your financial adviser’s job has always been to help you reach your financial goals. If you wanted to retire, travel or buy that vacation home, you were only to set your goal, and your adviser would tell you how to get there. Read More