Money Wisdom
350 episodes - English - Latest episode: 3 days ago - ★★★★★ - 19 ratingsListen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401(k) account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.
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Episodes
Financial Trick or Treat
November 01, 2019 16:00 - 23 minutes - 32.7 MBIn the spirit of Halloween, let’s do our own trick-or-treating around the financial industry. Come with us as we take a look at five different products that investors commonly use and decide whether they are tricks or treats. We’ll also dive into the Halloween (mail)bag to answer three great questions on emergency funds, life insurance, and inheritance. Show Notes: https://johnsonbrunetti.com/?p=4297 Today's Rundown: 0:45 – To acknowledge Halloween, we’ll be talking financial t...
5 Scenarios That Cause Income Gaps In Retirement
October 25, 2019 16:00 - 22 minutes - 30.7 MBNo matter how well you plan, situations arise that can wreak havoc on your finances and create income gaps that you’re left trying to fill. With everything though, planning for these potential scenarios can lessen the burden in retirement. We’ll discuss that plus the three worlds for investing your money on today’s show. On this episode: 0:40 – We’re talking about the 3 worlds of money and income gaps today. 1:01 – First, let’s address your 401(k) and market volatility. 1:52 – Mai...
What Does Financial Security Mean to You?
October 18, 2019 16:00 - 23 minutes - 33.4 MBEveryone wants to be financially secure when they retire but each person has a different way of defining what that means. From leaving a legacy to never running out of money, peace of mind comes in a variety of forms. Let’s examine the most common meaning for financial security and what that means in retirement. Plus, we’ll answer a few mailbag questions about remarrying, advisors, and a recession. On this episode: 0:42 – Fact of the week: 50 years ago, 76% of America’s 26-year-olds li...
Life Insurance Mistakes You Need to Avoid
October 11, 2019 16:00 - 23 minutes - 33.2 MBIf life insurance becomes part of your retirement plan, you need to make sure you’re able to cash in on a claim should the situation arise. Unfortunately, people make mistakes that end up preventing that from happening. We’ll tell you about those and what you can do to keep that from happening. On today's show: 0:40– In the news: McDonalds is testing a plant-based burger. Are you ready to invest in shares of Beyond Meat. 2:05 – How we protect clients that want to invest in new stocks...
Simple Financial Strategies That We Often Fail to Follow
October 04, 2019 16:00 - 20 minutes - 28.3 MBWhen it comes to investing, there are basic strategies that have stood the test of time. Following these principles will all but guarantee financial success, but that isn’t always the easiest thing to do for different reasons. Let’s discuss the reasons why we get off track and what we can do to correct things. Today's rundown: 0:10 – Setting the table for today’s show. 1:50 – Mailbag question: I have Parkinson’s Disease and have found long-term care to be very expensive. Should I jus...
Retirement Misconceptions for Small Business Owners
September 27, 2019 16:00 - 22 minutes - 32 MBSmall business owners have a lot on their plate on any given day so planning for retirement can get pushed aside or overlooked. Other times, owners think that the revenue generated and assets accumulated is enough to replace financial planning. Let’s take some time today to clear up some common misconceptions so business owners can relax and enjoy their hard work when the time comes. On this episode: 1:35 – Let’s get things started with a little history lesson. 3:17 – History seems to...
Are These Decision-Making Impediments Impacting Your Finances?
September 20, 2019 16:00 - 21 minutes - 30 MBIf your planning process ever gets slowed down by obstacles in your decision-making, you surely aren’t alone. There are some roadblocks that we many people deal with and it can make planning difficult. Let’s discuss those challenges and how to work through them. We’ll also address some conventional wisdoms in finance and explain why they aren’t always right. Today's rundown: 1:11 – Introducing the topic for today’s episode. 1:45 – Conventional wisdom isn’t always so wise. Example 1 – ...
4 Financial Commandments You Should Follow
September 13, 2019 16:00 - 19 minutes - 27.4 MBIf you need a little guidance when it comes to investing, we’ve put together four financial commandments for you to follow. These will lead you through the uncertain periods of the market and keep you from making any major mistakes. Thou shalt not ignore this episode. 0:21 – What’s coming up on the show. 1:19 – Listener question: Since I can take money out of my Roth IRA without paying taxes on it, I’m think about doing that to pay for my child’s college. Is that a good idea? 3:26 –...
Financial Planning Doesn’t End When Retirement Begins
September 06, 2019 16:00 - 21 minutes - 30.6 MBWe spend most of our lives planning for the day we retire but tend to forget about that next stage of planning that ensures we get through retirement without worries. As you prepare for that big day, consider these common dos and don’ts so that you’ll be able to enjoy your retirement to the fullest. We’ll also talk about emotional decision-making mistakes and answer a few listener questions on this episode. Check out the full show notes by clicking here. Today's rundown: 0:41 – What’s...
Famous Last Words in the Financial World
August 30, 2019 16:00 - 18 minutes - 26.5 MBNo one can predict the future or else we’d all be living on a beach somewhere, and sometimes we say some things that age horribly. In this episode, we’ll take a look at some famous last words in the financial industry (hopefully you haven’t said these). Let’s also talk about some decision-making mindsets that can slow you down. And we’ll also tell you why you shouldn’t compare finances with your friends and neighbors. Check out the show notes by clicking here. Today's rundown: 0:50 –...
Why You Should Roll That Old 401(k) Over Into an IRA
August 23, 2019 16:00 - 21 minutes - 30.5 MBDo you have any old 401(k) accounts from an old employer that you haven’t touched since you left? You should strongly consider rolling it over into an IRA because of the flexibility and control it will offer you. We’ll explain everything about that transition and its benefits. Plus, we’ll explain why simplicity is so important when it comes to investing. Check out the full show notes for this episode by clicking here: Today's rundown: 0:45 – Why we’re talking about 401(k) rollovers an...
Financial Planning Should Change As You Prepare for Retirement
August 16, 2019 16:00 - 19 minutes - 27 MBYou probably already know that financial planning comes in all different types of investments, but did you know that planning also changes depending on where you are in life? Strategies earlier in your life need to change as you approach your retirement date and there are a few important factors to keep in mind. Check out the full show notes for this episode by clicking here. Today's rundown: 0:40 – Introducing today’s topic. 1:00 – When should you take Social Security? It’s import...
What is The Money Map?
August 09, 2019 16:00 - 19 minutes - 27.8 MBYou’ve probably heard Joel Johnson reference The Money Map quite a bit on television or on this podcast, but what exactly is it? In this episode, we’ll go into some detail about the purpose of the book, what topics it covers, and some of the areas you’ll benefit. Plus, two listener questions get answered and four retirement myths get busted. Check out the full show notes by clicking here. Take a look at what you'll hear on this episode: 1:32 – What exactly will we find in The Money Map...
Financial Wisdom from Will Rogers + Mailbag Questions
August 02, 2019 16:00 - 21 minutes - 29.8 MBWill Rogers left behind a legacy of wisdom that is still applicable today in the financial world. We’ll take three of his most popular quotes and apply them to retirement planning. Plus, we answer mailbag questions about early retirement, mutual funds with high returns, and how involved your spouse should be in planning. Check out the full show notes for the episode by clicking here. Take a look at the rundown below: 0:58 – Mailbag question: Maureen is getting an early retirement offe...
Pay Attention to These Financial Advisor Red Flags
July 26, 2019 16:00 - 24 minutes - 33.9 MBWhether you’re looking for your first financial advisor or considering your options, there are some easy red flags to look. We discuss three today that can help you feel confident in your advisor. Plus, we run through some problem-solving scenarios and bust out the financial dictionary for an acronym you might not be familiar with. Read more about the topic and see the show notes here. Here’s a full list of the main topics on this episode of The Money Wisdom podcast (Just click on the ...
Taking Complicated Financial Topics and Making Them Simple
July 19, 2019 16:00 - 23 minutes - 32.9 MBMany people are hesitant to dive into their finances or make any big decisions because there’s often so much information to sift through. When it comes to planning for retirement, we all need help sorting through our options and simplifying our financial plan. That’s the focus for this episode as Joel gives you ways to do that and also spends some time addressing half-truths in the financial industry. You can read more about this topic by clicking here. Here's a full rundown of this ep...
6 Things You Need to Have on Your Retirement Planning Checklist
July 12, 2019 16:00 - 21 minutes - 29.8 MBWhether you have already retired or want to start planning for that liberating day, having a plan is essential for your long-term peace of mind. Joel Johnson has laid it out in an easy-to-follow checklist that point you in the right direction for retirement planning. These six items are discussed in detail in the latest episode of Money Wisdom. You can read more on the subject here and a list of topics: 1:56 – What can you do right now to prepare yourself for retirement? 2:41 – An ov...
What We Can’t Trust
June 28, 2019 16:00 - 23 minutes - 33.9 MBThere are just certain things in life (and in the financial world) you shouldn’t place your trust in. We’ll cover a smattering of those “can’t trust” things on today’s show. Joel also gives us his perspective on the recent merger between Raytheon & United Technologies. Gas station sushi, Nigerian Princes, and the most dangerous job in US history. This show has everything. Plus, we’ll answer a few listener questions before it all wraps up in less than 25 minutes. Full show notes: https://jo...
Things You Should Never Assume In Your Retirement Planning & Realistic Expectations
June 21, 2019 16:00 - 23 minutes - 33.5 MBBe careful of making assumptions in retirement planning before you know the facts. Some of these assumptions could be correct, but they could just as likely be wrong… On today’s show, Joel Johnson will cover some of the common assumptions people make about retirement planning and he’ll point out the flaw in taking that guidance blindly. We’ll also cover talk about how to set reasonable expectations for your retirement. And don’t miss the two great listener questions on this show about making...
What You Need To Know About IRA/401(k) Withdrawals & Rollovers
June 14, 2019 16:00 - 22 minutes - 31.9 MBShould you do a 401(k) rollover to an IRA? What happens to your retirement accounts when you hit the magical age of 70 ½? How and when you withdraw money from your accounts makes an enormous difference to the overall success of your financial plan. On today’s podcast, Joel will walk us through some of the most common questions revolving around some of retirement’s most ubiquitous retirement accounts. Full show notes here: https://johnsonbrunetti.com/what-you-need-to-know-about-ira-401k-wit...
Things You Can And Should Control In Retirement
June 07, 2019 16:00 - 24 minutes - 34.5 MBYou never know what might happen to you in retirement. After all, some things in life you just can't control. However, you can control how you plan for the unknown. Joel explains why you should control what you can to prepare yourself for those "life happens" moments in retirement. What You'll Learn: 00:41 – A Quote Of The Week "Economists report that a college education adds many thousands of dollars to a man's lifetime income, which he then spends sending his son to college." Bill Vaug...
8 Popular Questions Surrounding Social Security
May 31, 2019 16:00 - 23 minutes - 33.5 MBSocial Security is a complex topic, and it's surrounded by several misconceptions. We want you to avoid mistakes that could cost you thousands of dollars. On this edition of the podcast, we'll examine eight crucial questions surrounding Social Security. What You'll Learn: 5:55 – When Am I Eligible To Receive My Benefits? Everybody eligible can receive Social Security benefits starting at age 62. Age 70 is the latest you can wait before taking Social Security. The longer you wait to be...
Overrated Or Underrated?
May 24, 2019 16:00 - 24 minutes - 34.3 MBWe live in an era of hot takes; that is to say, strong opinions. Without becoming too controversial, Joel shares his opinions on certain topics and explains whether they're overrated or underrated concepts. What You'll Learn: 00:41 – Sell In May, And Go Away! It's an old saying meaning, "Don't expect the market to do well the rest of the year, especially over the summer." Joel explains whether there's any truth to this saying. Remember, market timing doesn't work. You need a long-term...
8 Questions To Answer Before You Retire
May 17, 2019 16:00 - 23 minutes - 33.6 MBPlanning for retirement is a daunting task. Before you retire, you need a game plan, but with so many moving parts, it's tough to know where to begin. To help you out, we've developed eight essential questions you need to answer before you retire. If you've already retired, they're even more critical. What You'll Learn: – How Are You Going To Generate Income? Successful retirements generate income. Retirement is less about reaching a certain number and more about developing consistent, ...
7 Things to Avoid to Make Your Money Go Further in Retirement
May 10, 2019 16:00 - 25 minutes - 36.2 MBWelcome to the Money Wisdom Podcast where Joel Johnson, CFP® of Johnson Brunetti, reviews retirement and investment topics weekly. Let's get started… Today's Wisdom: Not all investors are successful. Find out what successful investors do that unsuccessful investors don’t do. Learn how to follow the example of investment experts to avoid mistakes that can diminish your money in retirement. What You'll Learn: – Never Claim Social Security Benefits Without a Strategy Successful investo...
Retirement Planning For Couples
May 03, 2019 16:00 - 24 minutes - 34.3 MBCouples often have different beliefs and expectations surrounding their finances. While it's natural to view money differently, we want you to be on the same page as a couple when you're approaching retirement. Join us as we outline the importance of retirement planning for couples. What You'll Learn: 00:38 – Tech Companies Going Public In 2019 Uber, Lyft, Peloton, Pinterest, and Zoom all have plans to go public in 2019. Joel examines whether it's wise to invest in initial public offeri...
How Do You Know The Answers To These Three Questions?
April 26, 2019 16:00 - 24 minutes - 34 MBOur clients have all sorts of questions about retirement. Some are more popular than others, yet they're all crucial to solve as you approach retirement. Join us as we search for answers to these three important questions. What You'll Learn: 1:34 – Goldman Sachs Predicts Low Risk Of Recession Economists at Goldman Sachs predict low risk of recession in 2019. Remember, these terms are general. They don't apply to you as an individual. Don't bank your future on Wall Street's predictions...
Are You Still Living In The Glory Days?
April 19, 2019 16:00 - 25 minutes - 35.5 MBPlanning for retirement was easier for past generations. When your time came to leave the workforce, you probably received a pension and a gold watch. Maybe you spent your remaining years sipping tea in a rocking chair on the front porch. Unfortunately, those days are gone, and we want to bring you out of the glory days and into reality. What You'll Learn: 2:24 – Pensions are a thing of the past. If you're expecting to receive a pension in retirement, you might be living in the glory days...
The Beauty Of Simplicity
April 12, 2019 16:00 - 23 minutes - 33.4 MBRetirement doesn't have to be overwhelmingly complicated. There's beauty in simplicity, and sometimes, we tend to make retirement planning harder than it needs to be. What You'll Learn: 00:42 – A fun fact of the week. Joel reflects on an interesting link between Elvis Presley and Taylor Swift. 3:21 - Why some advisors make things harder than they need to be. Some advisors want to make themselves seem smart, and others just aren't able to communicate clearly. Regardless, your advisor sho...
Three Dangerous Excuses
April 05, 2019 16:00 - 23 minutes - 32.7 MBThe emotional and logical parts of your brain often conflict. The emotional part usually has more influence, but the logical part thinks it's in charge. This lends itself to justifying emotional decisions with (bad) logic. We'll explore some of the excuses you're making. What You'll Learn: 2:45 – A Quote Of The Week. "There is a gigantic difference between earning a great dal of money and being rich." - Marlene Dietrich 4:30 - Excuses Surrounding Poor Social Security Decisions. You're...
Four Ways You're Moving The Goalpost In Retirement
March 29, 2019 16:00 - 22 minutes - 32.4 MBFear and procrastination will lead to all sorts of trouble in your financial life. If these emotions cause you to continuously change your financial goals, learn why, and discover how to put a firm plan in place. What You'll Learn: 00:56 – Volatility Is Back On Wall Street. We can't predict what will happen on Wall Street, but we can control the amount of volatility in your portfolio. Now might be a good time for you to make sure your portfolio is properly diversified. 2:54 - Just How Mu...
Declare Your Financial Independence
March 22, 2019 16:00 - 23 minutes - 32.9 MBDeclare your independence from Uncle Sam, your paycheck, and market volatility. Discover how to live freely with peace of mind in retirement. What You'll Learn: 1:53 – A Fun Fact Of The Week. On Good Friday in the year 1930, the BBC reported, "There is no news." Instead, they played piano music throughout the podcast. Imagine that happening today! 3:06 - What Is Financial Independence? We want you to have financial independence in retirement. We don't want you relying on others, and w...
Are We Entering A Financial Apocalypse?
March 15, 2019 16:00 - 24 minutes - 34.3 MBFinancial pundits love to predict a coming apocalypse. Doom and gloom might drive ratings, but that mentality isn't good for your financial health. Join us as we examine the facts and sort truth from hysteria. What You'll Learn: 1:56 – The Social Security Apocalypse. Some argue Social Security is going broke. They say your benefit might disappear. We're not sure the situation is quite that dire. However, there is an issue with the Social Security system. While your benefit probably won't ...
Four Questions To Ask When Interviewing An Advisor
March 08, 2019 17:00 - 24 minutes - 34.1 MBChoosing an advisor can be a challenging task. We'll give you four questions you should be asking as you're interviewing potential advisors. What You'll Learn: 3:49 – Are You Interviewing Your Advisor? As you're looking for an advisor, approach each candidate as an employer would a job prospect. After all, you're interviewing them to discover whether they're a good fit for your needs. You need to define the relationship and get to know them before agreeing to work with them. 4:11 - Deter...
The Six Steps Of Financial Planning
March 01, 2019 17:00 - 24 minutes - 34.7 MBWe're going to try to boil the process of financial planning down into six steps. It's a daunting challenge, but it will help you better grasp the process. What You'll Learn: 3:12 – There Are Fewer Companies To Invest In Than There Used To Be. The Wall Street Journal recently published an article saying there are less companies trading on U.S. exchanges. In fact, the market is about half the size it was at its peak in the 1990s. This means certain companies have larger impacts on the mark...
Revisiting The President's Tax Plan
February 22, 2019 17:00 - 23 minutes - 33.4 MBAs we enter tax season, everyone has taxes on the brain. Joel revisits President Trump's tax plan and examines how it's affecting clients in its first year. We'll also feature a discussion on some of the questions you should be asking yourself and your advisor as you plan for retirement. What You'll Learn: 00:48 – How The New Tax Plan Is Affecting Most People. Most clients are paying between ten percent less and ten percent more this year in taxes. Joel shares examples of how the tax plan...
Retirement Uncertainties
February 15, 2019 17:00 - 24 minutes - 34.9 MBRetirement planning contains many uncertainties. While these variables are tricky to navigate, you should be able to identify them and plan accordingly. What You'll Learn: 2:09 – Knowing The Unknowns. Your retirement will be filled with uncertainties. Luckily, we do know this with certainty, so there's still time to plan accordingly. 2:5 - How To Approach Longevity. None of us know how long we're going to live. However, we do know we're living longer, so we need to plan to live longer...
Congress And Your Portfolio
February 08, 2019 17:00 - 24 minutes - 34.6 MBJoin us for a jaunt to Washington. We'll hear from CNBC tax expert Andy Friedman as he discusses how the goings-on in Washington could affect the financial services industry. What You'll Learn: 00:40 – How Will Washington Affect Your Finances? Joel shares an interview with CNBC Wall Street tax expert Andy Friedman. He discusses what we can expect out of Washington from a financial and political standpoint in 2019. 2:14 - The Impacts Of A Divided Government. Washington is divided, and ...
Spousal Disagreements
February 01, 2019 17:00 - 22 minutes - 32.1 MBMarriage is hard work, and it's important to be a unified couple. However, you probably don't agree on everything. Joel identifies the top financial spousal disagreements he sees among clients. What You'll Learn: 00:44 – Joel Defines The Term "Fiduciary." It's a term you might have heard a lot about in the news over the last couple of years. A fiduciary is one who is obligated by a code of ethics to act in the best interest of his or her clients. The contrast of that is someone who opera...
Defining Financial Independence
January 25, 2019 17:00 - 22 minutes - 32 MBIt's no secret we all want financial independence, but what does that mean? We'll tackle what it looks like to live freely in retirement. What You'll Learn: 3:22 – Independence From Government Assistance Is A Good Thing. We're not saying the government's bad, but it's good not to have to rely on Uncle Sam. Having independence from government assistance gives you the freedom to choose how you want to be cared for in retirement. 5:22 - Achieve Financial Independence From Family. Simply ...
Changing Your Financial Perspective
January 18, 2019 17:00 - 24 minutes - 34 MBWe visit with folks often who have a poor financial perspective. Whether it's the economy or your finances , we want you to think rightly about retirement. What You'll Learn: 1:31 - Retail Sales Were Up In December. Fourth Quarter and Holiday sales were through the roof this year. In fact, the numbers were the highest they've been in six years. Joel links the data to the overall health of the economy. 5:40 -Changing Your Perspective. We meet with clients and prospective clients all ...
Being Between Jobs
January 11, 2019 17:00 - 22 minutes - 32.1 MBBeing between jobs can be a blessing or a curse. Discover the benefits and pitfalls associated with leaving your primary job for other ventures. What You'll Learn: 2:47 –Being Between Jobs. Perhaps you were recently laid off from a company, or perhaps you decided to quit for any number of reasons. No matter your circumstances, if you find yourself in an employment gap, there are some questions you need to consider. 3:33 - Consider A New Career. If you're between jobs, the first ques...
Pre-Retirement Checklist
January 04, 2019 17:00 - 24 minutes - 35.3 MBMuch like a pilot has a pre-flight checklist, you need a pre-retirement checklist to help you along your journey. Find out what should be atop your list. What You'll Learn: 00:29 –The End Of Mid-Terms. As we enter 2019, we're all thankful the mid-term elections are over. Joel reflects on the past election season. 1:32 - New IRS Announcement. The IRS is increasing contribution limits for IRAs and 401(k)s in 2019. That could change your contribution strategy as you'll be able to incre...
Understanding Confusing Statements
December 28, 2018 17:00 - 23 minutes - 33.2 MBYour financial statements are confusing. We'll work to clear up the confusion. Along the way, we'll unpack the recent market volatility. What You'll Learn: 00:56 –Unpacking Market Volatility. Wall Street certainly experienced ups and downs in the fall. We've been in a bull market since 2009. That probably means we're due for a bear market in the future. 4:02 - Does Volatility Change The Mood Around The Office? Not particularly. We help our clients to plan for the long-term. Our finan...
Financial Lessons From Football
December 21, 2018 17:00 - 22 minutes - 32 MBFootball season is a glorious time of year, and believe it or not, we can learn a lot about retirement from the game. Join us as we learn from the gridiron. What You'll Learn: 00:49 –A Quick Aside About Football. Joel shares the tribulations that come with being a Minnesota Vikings fan. 2:44 - Protecting The Ball In The Red Zone. The red zone is comprised of the last twenty yards from the end zone on the football field. If you're in the red zone, you need to protect the football, and...
Stresses In Retirement
December 14, 2018 17:00 - 23 minutes - 32.7 MBResearch says retirement is one of the most stressful life events people go through. Let’s address some sources of retirement stress and how to cope with them. What You'll Learn: 00:38 – Research Shows Retirement Is Stressful. Our clients have all sorts of tax problems. Perhaps they've failed to pay their taxes which, by the way, we don't recommend you do. Other tax-related issues include the taxation of qualified retirement accounts, the taxation of Social Security, and the taxation of...
Taking the Fear Out of Your Financial Future
December 07, 2018 17:00 - 24 minutes - 34.1 MBWelcome to the Money Wisdom Podcast, where Joel Johnson, CFP® of Johnson Brunetti reviews retirement and investment topics weekly. Volatility is back. The tech stocks are down substantially from their highs. If you don't have a plan, now is the time to get that done. You want to be prepared before we head into a bear market and insulate yourself from losing faith. A good financial plan works regardless of market conditions. Having a good plan is key. Main Questions Asked: Why might...
Bringing Back Old Financial News
November 30, 2018 17:00 - 22 minutes - 32.2 MBWe are replaying one of the most popular shows and will return next week with a brand new show. Learn how financial news from the past affects us today. We also talk about correlations between hurricanes and retirement planning. We also discuss some of the reason people procrastinate when planning retirement. Main Questions Asked: How can lessons of 2008 help me today? Can retirement planning help me sleep better at night? Will everything work out if I don’t plan at all? ...
Things to Consider With Your End-of-Year Planning
November 23, 2018 17:00 - 21 minutes - 31.2 MBLearn about what you should consider focusing on with your end-of-year financial planning. Joel gives his take on the Dave Ramsey plan. Learn some of the biggest retirement fears that people have. Main Questions Asked: What should I look at with my end-of-year financial planning? What does Joel really think about Dave Ramsey’s program? How should I address some of my biggest financial fears? Key Lessons Learned: Things to Consider With Your End-of-Year Planning Should I ...
If You Don't Have an Income Plan You Don't Have a Retirement Plan
November 16, 2018 17:00 - 24 minutes - 35.3 MBLearn the three questions you need to ask when making sure that you have enough income available for your retirement needs. Main Questions Asked: Do I have an income plan that will allow me to have enough money to last throughout my retirement? Do I understand my rate of returns and what money I should spend first? Key Lessons Learned: Good Income Planning Keys Are you going to have enough money to last the rest of your life? Ask yourself, how much money do you need availa...