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 Please see our terms of use here: www.commonwealth.com/termsofuse.html This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, NH, NV, NY, OR and WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org http://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. ® Danette Gay Lowe, CFP® TruNorth Wealth Management, LLC, 123 W. Nye Lane, Suite 520, Carson City, NV 89706 Phone 775-364-0010 / Email: Hello@TruNorthWealth.com
Episodes
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…
Click here to Download You...
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 exciting episode, we'll be delving deep into the risks of long-term investing and equipping you with eight powerful strategies to reduce them.
Click here to Download Your FREE “3 Steps” to Plan an Epic Retirement Worksheet: ...
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.
Click here to Download Your FREE “3 Steps” to Plan an Epic ...
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.
Read more
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…
Click here to Download Your FREE “3 Steps” to Plan an Epic Retirement Worksheet: Read more
Empower your financial journey by understanding FDIC insurance, protecting your assets, and learning from the past…
Click here to Download Your FREE “3 Steps” to Plan an Epic Retirement Worksheet: Read more
Retiring soon? We discuss the 9 most common Financial Planning mistakes and How to AVOID them. Plus, bonus advice on choosing an advisor…
Click here to Download Your FREE “3 Steps” to Plan an Epic...
Discover the 5 benefits of financial planning and follow the 6-step process to achieve financial goals, reduce stress, and secure your future.…
Click here to Download Your FREE “3 Steps” to Plan an Epic Retirement Worksheet:
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.
Read more
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.
Read more
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...
So often when people think about financial goals, they believe money deserves the most attention, but in reality, it’s the end result that’s the center of your goal. Whether that result is a special experience, like traveling to a bucket list destination or visiting family every year, or perhaps something you’ve wanted forever like your dream home or car, you...
In a recent survey, 43% of Americans admitted they simply guess when it comes to how much income they will need in retirement.
Rather than leave it to chance, it’s imperative to think about how you want to spend your time in retirement to have a solid understanding of how much mo...
With the holidays comes a season of giving, and sharing your wealth with those you love or causes you hold dear to your heart can make for a pretty fantastic, maybe even life-changing, gift.
You can help a loved one purchase their first home, pay for college, or ensure the charit...
If you build a healthy habit of saving, you will have more control over your finances.
You can start with sm...
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
If you can never get enough true crime... Congratulations, you’ve found your people.
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.
Listen to 'The Bobby Bones Show' by downloading the daily full replay.