Ready To Retire!
Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you’re in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the “How much money do you need to retire?” question starts to feel overwhelming and confusing. It doesn’t have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now that will go a long way toward planning an epic retirement. With over 20 years of experience as a Certified Financial Planning Professional, Danette joyously provides customized, actionable advice to help you confidently navigate the transition from uncertain net saver to peaceful net spender. She’s here to flip those feelings of shame, regret, or stress about retirement savings and help you see what CAN be done to prepare for your retirement. Maybe you want to find out if you’ve saved enough and if you can retire in the next few years, or maybe you have just moved or are considering changing careers and are curious about your 401K, pension, or social security benefits. If you’re starting to think about retirement and want to learn more about how and when you can stop working, whether you’ve saved enough, and what your retirement years might look like, you’re in the right place. Danette shares free resources, fresh perspectives, and easy-to-understand educational materials throughout this show about retirement planning in an effort to enhance and enrich your life, no matter your age, income, or retirement preparation level. Are you Ready to Retire? Connect with Danette and her team on Linkedin or visit www.trunorthwealth.com Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. TruNorth Wealth and Cambridge are not affiliated. Danette Gay Lowe, CFP® TruNorth Wealth Management, LLC, 1662 US Hwy 395N Suite #203, Minden, NV 89423 Phone 775-364-0010 / Email: Hello@TruNorthWealth.com
Episodes
Retirement isn’t the end—it’s the beginning of a new adventure! In this episode, we explore how to bring passion and purpose into your next chapter. Learn six practical tips to stay engaged, turn intere...
Budgeting for retirement doesn’t have to feel overwhelming! In this episode of Ready to Retire!, I’m sharing practical strategies to help you manage your income in retirement—without sacrificing the lifestyle you’ve worked so hard to build.
Many retirees worry about living on a “fixed income,” but I encourage you to think of it as a flexible income stream instead. We’ll talk about how to structure your income sources, account for i...
Losing both parents is a challenging time, and managing the family estate as the successor trustee can feel overwhelming—especially when sibling tensions arise. In this episode, Danette shares a step-by-step guide to settling an estate, from obtaining death certificates to distributing assets, and offers five practical strategies to ease sibling conflicts. Wi...
Are you looking for fresh ways to boost your income before retirement? In this episode, we explore five fun, practical ways to add to your cash flow without taking on the weight of a second job. Whether you’re saving to retire early, dreaming of shifting into a passion project, or just want a bit more financial freedom, these tips can help you get there in a ...
Today we dive into the crucial topic of retirement planning for married couples. With the challenge of harmonizing two different perspectives on retirement, this episode offers valuable strategies to increase savings and ensure a comfortable retirement…
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Traditional IRA vs. Roth IRA – Which one is better?
In this episode, Danette explores the decision between investing in a Traditional IRA, which offers immediate tax deductions but taxes gains upon withdrawal, and a Roth IRA, which doesn't provide tax deductions on contributions,...
In this episode, we explore practical strategies to alleviate the financial strain that often accompanies five major life transitions:
Relocating to new places
Navigating career or job changes
...Don't miss out on these easy steps that can make a big difference in your financial journey. Uncover practical strategies, in our 1 YEAR Anniversary Episode, that can boost your wealth while fitting into your busy schedule. The episode explores hidden wealth-building gems to help you achieve prosperity.
In this episode of the Ready to Retire! podcast, host Danette Lowe CFP®, shares crucial tips to maximize your Social Security benefits and ensure a financially secure retirement.
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In this episode, I discuss the often overlooked but crucial aspect of financial planning – conducting a beneficiary checkup. Many people neglect to review and update their beneficiaries listed on various accounts, which can lead to unintended consequences.
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Discover expert strategies for protecting your retirement plan in times of high inflation, including tips for diversifying your portfolio and building a solid financial plan…
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Empower your financial journey by understanding FDIC insurance, protecting your assets, and learning from the past…
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Retiring soon? We discuss the 9 most common Financial Planning mistakes and How to AVOID them. Plus, bonus advice on choosing an advisor…
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Discover the 5 benefits of financial planning and follow the 6-step process to achieve financial goals, reduce stress, and secure your future.…
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Where are you in your financial journey? Whether you’re just starting to save for retirement or already have your retirement party scheduled, take some time to review how to make the most of where you are right now to avoid future problems.
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Tax season is fast approaching, so it’s time to ensure your finances are in order.
In this episode, I address the common confusion between taxable and tax-deferred accounts as well as 3 income tax blunders you definitely want to avoid.
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In this episode, you’ll learn four key pieces of information from Secure Act 2.0 and how they are beneficial to you right now, including a significant update to the new IRA Beneficiary rule from Secure Act 1.0. The changes made in this new law greatly impact how you should plan for retirement, so through this episode, ...
Even if your children aren’t set to receive an inheritance, they must be educated about money if you want to increase their chances of becoming a financially successful adult.
In this episode, I describe nine strategies parents can use to help kids understand how to get the most ...
If you’re considering retirement before the age of 60, there are a few key things you must consider to ensure you’re financially prepared.
You need to have an understanding of how your age will affect your social security payout, how you plan to pay for health insurance, what pen...
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