Are you feeling pretty confident that you’ve thought about all of the expenses you’ll have in retirement? Well, think again… It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable.
In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more.
Moving the Goalposts
Do you feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment…
Top Tax Questions for Retirees
Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top tax questions retirees are asking in 2023.
Rookie Mistakes (That Even Experienced Investors Make)
Even if you’ve been saving your money and investing for a long time, it’s easy to make rookie mistakes. No matter how experienced you might be, we’re all susceptible to a moment of weakness.
On this episode, John will cover some of the top rookie mistakes we see people make and share examples of how he’s seen this play out. Plus, he’ll illustrate how to avoid these missteps or how to fix them if you’ve already made some in your financial life.
SECURE Act 2.0 (part 2): Important Changes to Know
The SECURE Act 2.0 was pushed through Congress late last year, and even though you won’t see too many exciting headlines about the legislation, there are actually some great planning opportunities inside.
In the last episode, John spent a little time talking about the RMD age change that will impact people in or near retirement in our last episode. Now we want to highlight a few more positive changes that you need to know about, including catch-up contribution increases, a 529 to Roth option, and a benefit for people for some people still paying off student loans.