The Safe Money Retirement Show

In this week's episode, we'll explore when a Safe Money Retirement plan would NOT be a good fit for you. If you don't want guarantees and like the excitement of wins and losses in the market, are we a good fit? Is your current advisor a retirement expert? Do you need a retirement expert? Isn't it time to get answers to the tough retirement questions now?

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In this week's episode, we'll wish the USA a happy birthday and explore how you can have your own financial independence day. Have you evaluated your spending and determined what your ongoing expenses will be in retirement? How can you eliminate any remaining debt? How can you be truly free in retirement? Isn't it time to get answers to the tough retirement questions now?

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In this week's episode, we'll discuss how you can be a "Honeyboomer." Can you really take a honeymoon-type trip every single year? What can you do to KNOW FOR SURE you'll have enough income to cover your bills and trips every year for the rest of your life? Isn't it time to get answers to the tough retirement questions now?

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In this week's episode, we'll explore whether now is the right time to "cash in" before the bubble bursts. With the market overvalued, what's next? What does history tell us? Is your retirement plan ready for the bubble to burst? Isn't it time to get answers to the tough retirement questions now?

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In this week's episode, we'll discuss how many people put bandages over their retirement issues instead of making a permanent fix. What is your rock-solid plan for LTC? What about lifetime income? How can you keep from using Band-Aids to plug all the holes in your plan and use real lifetime solutions? Isn't it time to get answers to the tough retirement questions now?

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In this week's episode, we'll explore the different options you will have with your pension plan (or other similar defined-benefit plan) once you get to retirement. If your plan offers a lump sum payout, why could it make sense to take that option? Are there other benefits available by moving your funds from a pension to an annuity that would benefit you and/or your spouse? Isn't it time to get answers to the tough r...

In this week's episode, we'll discuss the importance of who you rely on in retirement. Who do you need to have on your team? What's the difference between your wealth team and your retirement team? Can you do everything yourself and be sure you have the best plan possible? Isn't it time to get answers to the tough retirement questions now?

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In this week's episode, we'll explore the three main categories of assets and how each type impacts your retirement plan. When will your beneficiaries have to pay taxes on anything you pass along once you're gone? Is there a category that is better tax-wise than all the others? Isn't it time to get answers to the tough retirement questions now?

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In this week's episode, we'll discuss the 4 L's in retirement and why you must have a plan for each. What's the biggest risk in retirement? Do most people overestimate or underestimate how long they will live? What do you want your legacy to be? Isn't it time to get answers to the tough retirement questions now?

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In this week's episode, we'll explore the myth that the stock market is a safe place to be long-term. Does it always come back within 10 or 20 years? What can you do to counter this craziness in early 2025? How does your time horizon impact your plan? Isn't it time to get answers to the tough retirement questions now?

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In this week's episode, we'll discuss how you can get equity-like gains with no risk of losses with your retirement nest egg. How do Fixed Indexed Annuities work? Can you change how your money grows every year and have no growth as the worst-case scenario? Are these plans safe? Isn't it time to get answers to the tough retirement questions now?

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In this week's episode, we'll explore what the average retiree has saved for retirement based on a recent Federal survey. Is your success in retirement based on how much money you have or what your plan is? Do you have more or less saved than the median household in the US at your age? How can you start now if you don't have a plan? Isn't it time to get answers to the tough retirement questions now?

Joi...

In this week's episode, we'll discuss the impact of having your retirement plan devastated by an event outside your control. What are you going to do if the worst-case scenario happens? Is there a way to stop worrying about running out of money before you run out of life? Isn't it time to get answers to the tough retirement questions now?

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In this week's episode, we'll explore how your team in retirement impacts your success rate. Are the Whos on your team the right ones? Do you need to know everything, or do you just need the right people who can take those things off of your plate? What experience and credentials does your retirement Who need to have? Isn't it time to get answers to the tough retirement questions now?

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In this week's episode, we'll discuss when your retirement plan is really an IOU to the IRS and what you can do about it. If you have a certain amount in a pre-tax type of account, do you really have that much for your retirement? Would a Roth conversion be a wise choice for you? How can you fire the IRS from being your partner in retirement? Isn't it time to get answers to the tough retirement questions now?

In this week's episode, we'll explore the proverb of the train and see how it relates to your retirement plan. If your nest egg is completely exposed to risk, what "train" would that put you on? Are you going the right direction in regards to income in retirement? If your retirement "train" is going the wrong direction now, what can you do to correct the situation as quickly as possible? Isn't it ...

In this week's episode, we'll discuss how you can get gains based on the S&P 500 with NO losses. Are you ready for the next market event? How do Fixed Indexed Annuities work for growth? What's the difference between a fixed and a variable plan? Isn't it time to get answers to the tough retirement questions now?

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In this week's episode, we'll explore if your current advisor is really hearing you or if they are just trying to "sell" you on some plan. How can you tell whether you have the right advisor? Can the same advisor you've worked with for years also plan for your retirement? Why do you need to be in a fixed, zero-loss plan when you are in or nearing retirement? Isn't it time to get answers to the tough re...

In this week's episode, we'll discuss things you DON'T want in your retirement. What is on your list of things you definitely don't want to happen in retirement? Do you NOT want to run out of money, or NOT lose your nest egg in the next market crash? What can you do now to ensure the outcomes you don't want don't happen? Isn't it time to get answers to the tough retirement questions now?

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