Casey Weade and Marshal Johnson discuss how to avoid social security taxation. They then discuss the latest in LTC (long-term care) trends, and why you might not want to roll over your old 401(k) into an IRA. Also, a discussion with the leading financial therapist in the country, Dr. Karl Pillemer. Plus, a focus on a Kiplinger article: “How 10 Types of Retirement Income Get Taxed"
Join Casey Weade and Marshal Johnson as they discuss what is retirement income planning, and what are your options? Highlights from an interview with Dave Jetson, a financial therapist. The latest study from past podcast guest, David Blanchett, on “Right-Sizing Retirement.” Also, a discussion on Social Security and advisor compensation.
Join Casey Weade and Marshal Johnson as they discuss the retirement planning opportunity zone - are you in it?? They also discuss diffusing the IRA tax time bomb, irrevocable trusts, and highlights from an interview with Annie Duke (World Poker Series Champion) focusing on how to make better decisions.
In this episode, Casey and Marshal discuss several topics, including Retirement income war chests - do you have one? What could Medicare cost you once you retire (and how can you prepare for it now?) Highlights from the interview with David McKnight, and a discussion on the “single-ply” areas of your life.
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.