Casey and Marshal break down 8 ways to invest confidently in retirement. They also discuss financial wellness, index ETFs and mutual funds, social security cost of living adjustments…what will that look like and can social security keep up? Plus, special guest Kary Oberbrunner (author of new book “Unhackable" and CEO of Igniting Souls).
Casey and Marshal talk about market predictions, fees - are they fair?, best of 2020 podcast guest highlights, and how to handle “black sheep” beneficiaries.
All about finance! Using CDs as part of your investment strategy, estimating what your tax rate will be in retirement, whole life insurance, and highlights from the managing director of behavioral finance and investing at Betterment (the 3rd largest robo-advisor in the world): Dan Egan.
Is Gold a Safe Haven? A decade-by-decade guide to retirement planning, what a diversified portfolio really should look like, and interview with international poker champion & NYT bestselling author Maria Konnikova.
Medicare, the 4% withdrawal rule, rentals, and the difference between pensions & 401(k)s. Also special guest Elle Martinez (award-winning blogger and creator of “Couple Money)
Retirement tools that a useful yet misunderstood, including annuity prejudice with guest Steve Parrish. Additional focus on retirement today with article: “8,000 days - An Entire Phase of Your Life Waiting to be Invented.”
What’s really guaranteed with fixed rate annuities, Medicare tips - how to get it right, and highlights on passion & purpose in your career from podcast guest, Ken Coleman.
IRA distribution strategies, some of the most unique investment strategies we’ve utilized, social security increases, and phased retirement with a top actuary...Find out more by taking a listen to this episode of the Retire With Purpose Radio Hour.
What are today’s top retirement fears and how can you deal with them? What’s the deal with Medicare, and how can you live a life full of inspiration? Find out on this episode of the Retire With Purpose Radio Hour.