Retire At Peace artwork

Retire At Peace

243 episodes - English - Latest episode: 23 days ago - ★★★★★ - 4 ratings

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

Investing Business social security roth ira 401k medicare medicaid long term care
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Episodes

Should you unretire?

January 14, 2023 06:00 - 14.4 MB

During this episode, we’re going to explore the concept of unretirement and what factors you can use to decide if it’s right for you.

How to tackle your debt

December 24, 2022 06:00 - 16.6 MB

During this episode, we’re going to shine a light on some of the steps you can take to get out of debt.

Steps for building retirement wealth

December 17, 2022 06:00 - 15.1 MB

During this episode, we’re going to examine some of the steps you can take to build wealth for retirement.

Year-End To Do’s

November 26, 2022 06:00 - 17 MB

During this episode, we’re going to highlight some of the most important financial to do’s that you should seek to cross off your list by the end of the year.

What to know about 2023 Medicare costs

November 19, 2022 06:00 - 20.2 MB

During this episode, we’re going to examine the cost changes coming to Medicare in 2023.

Understanding Social Security survivor benefits

November 12, 2022 06:00

During this episode, we’ll take a thorough look at Social Security survivor benefits.

Big jump for Social Security’s COLA

November 05, 2022 05:00

During this episode, we’re going to discuss the recent announcement that Social Security’s COLA will rise 8.7% in 2023 and then shift into discussing having enough money during retirement.

Ghoulish financial mistakes that can make your future scarier

October 29, 2022 05:00

During this ghoulishly glorious episode, we’ll thrill you and chill you with spookily fun information about financial mistakes that could turn your strategy into a haunted house.

Do you need a 401(k) tune up?

October 22, 2022 05:00

During this episode, we’re going to discuss an essential 401(k) issue: the importance of maxing it out.

Don’t make these legacy plan mistakes

October 15, 2022 05:00

During this show, we’re going to highlight and discuss some common legacy planning mistakes and what you can do to avoid them.

These assets are key for a happy retirement

October 08, 2022 05:00

During this show, we’ll discuss how healthy lifestyle habits may help you preserve the assets you need to maintain your preferred retirement lifestyle.

What the Inflation Reduction Act means for you

October 01, 2022 05:00

During this episode, we’ll take a high-level look at the recently signed into law Inflation Reduction Act and its potential impact on Medicare recipients and taxpayers.

Check Your Beneficiary Designations Now, Before Disaster Strikes

September 24, 2022 05:00

Check Your Beneficiary Designations Now, Before Disaster Strikes

The IRS wants to know about your crypto

September 17, 2022 05:00

Crypto currency is extremely volatile, and the IRS wants to make sure you're paying taxes on those gains, if you have them! We discuss this in today's show.

Five types of insurance you probably need

September 10, 2022 05:00

During this show, we’ll examine five types of insurance you’ll possibly want to include in your financial strategy.

These are the financial mistakes you should avoid

September 03, 2022 05:00

On this episode, we’ll highlight some of the most prevalent financial mistakes you should work hard to avoid.

Don’t overlook these critical planning steps

August 27, 2022 05:00

During this episode, we’ll examine some of the most commonly overlooked financial strategy steps and what you can do to avoid them.

You can see the world during retirement

August 20, 2022 05:00

During today’s show, we’re going to highlight some of the ways you may be able to see the world during retirement without blowing up your budget.

How your retirement may be taxed

August 13, 2022 05:00

During today’s show, we’re going to take a close look at various types of retirement income and how each of them may be taxed.

How Do I Know When It’s Time to Retire?

August 06, 2022 05:00

During this episode, we’re going to discuss and analyze some of the most common signs that you’re ready to retire.

How do I know when it’s time to retire?

August 06, 2022 05:00 - 5.39 MB

During this episode, we’re going to discuss and analyze some of the most common signs that you’re ready to retire.

Are annuities right for you?

July 30, 2022 05:00

During this episode, we’ll look at what annuities are, there plusses and minuses, and whether they’re a good fit for your financial strategy.

Your nine-inning plan for getting into the market

July 23, 2022 05:00

During today’s episode, we’re going to discuss how you can build a nine-inning strategy to put some of your assets into the market.

Tips to not outlive your money

July 16, 2022 05:00

During the show today, we’re going to examine some tips that may help you build a financial strategy that can help provide enough cash to see you through your retirement.

Don’t rush into early retirement

July 09, 2022 05:00

While early retirement may sound like a dream, there are plenty of things nobody tells you about.

What to include in your retirement budget

July 02, 2022 05:00

It’s easy to get caught up in the excitement as you near retirement, but before that fateful day, it’s important to have a fully fleshed out retirement budget. That’s our topic on today’s show!

How to handle a bear market

June 25, 2022 05:00

We are in bear market territory. What do you do when the markets are down? In this episode we give some helpful strategies and tips.

Recession-proof your retirement

June 18, 2022 05:00

Many experienced financial professionals are predicting that we’ll soon be confronted with a recession. On today’s show, we’re going to offer up some tips that may help recession-proof your retirement.

The nuts and bolts of long-term care insurance

June 04, 2022 05:00

During this episode we’re going to look at the most essential nuts and bolts of long-term care.

What the Fed rate hike means for you

May 28, 2022 05:00

During this episode, we’re going to examine the fallout of the Fed’s recent rate increase and what it means for not only the economy but to the average person.

Do you know your financial time horizon?

May 21, 2022 05:00

During this episode, we’re going to examine short-term, medium-term, and long-term financial horizons and how you can operate within each.

What to do during market volatility

May 14, 2022 05:00

During this episode, we’ll examine some of the ways that Roth IRAs may be a good fit for certain financial strategies.

The benefits of saving for retirement with a Roth IRA

May 07, 2022 05:00

During this episode, we’ll examine some of the ways that Roth IRAs may be a good fit for certain financial strategies.

Market volatility and the future of Medicare

April 23, 2022 05:00

During this episode, we’re going to discuss some of the things that Medicare may be able to do to better secure its long-term future.

401(k) mistakes you should avoid

April 16, 2022 05:00

During this episode, we’re going to look at common 401(k) mistakes and what you can do to avoid them.

Fight back against inflation

April 09, 2022 05:00

During this episode, we’re going to address our current very high rate of inflation and some of the budgetary and spending steps you can take to fight back against it.

Tax breaks for those 50 and older

April 02, 2022 05:00

During the episode, we’re going to look at some of the ways those 50 and older may be able to utilize several different tax breaks and credits.

What to know about taxes in 2022

March 26, 2022 05:00

During this episode, we’re going to look at some of the tax filings mistakes and shortcuts that may raise red flags for the IRS.

Preventing retirement wealth gaps

March 19, 2022 05:00

During this episode, we’re going examine some of the ways you may be able to prevent the kind of retirement wealth gap that keeps you from enjoying your preferred retirement.

A healthier mind and body may mean a healthier wallet

March 12, 2022 06:00

During this episode, we’ll look at some of the ways you can improve your mental and physical health with the goal of maintaining healthy finances in retirement.

Retirement tips for women

March 05, 2022 06:00

During this episode we’re going to focus on retirement tips and insights for women.

Social Security: Myth Versus Reality

February 26, 2022 06:00

During this episode, we’re going to address some of the most common myths about Social Security.

Retirement in four phases

February 19, 2022 06:00

During this episode, we’re going to closely examine the four phases of retirement.

Is a semi-retired life right for you?

December 18, 2021 06:00

During this episode, we’re going to look at some of the ways the semi-retired — rather than the fully retired — lifestyle may be a solid step for not only your financial strategy but for your physical and emotional well-being.

2022 Financial Resolutions

December 11, 2021 06:00

During this episode, we’re going to highlight some of the simple but potentially beneficial financial new year’s resolutions you can make before the first day of 2022.

Keep your finances in good cheer this holiday season

December 04, 2021 06:00

During this episode, we’re going to discuss some of the steps you can take right now to purchase everything on your gift-buying list without wrecking your budget and potentially damaging your retirement.

Medicare insights and updates for 2022

November 27, 2021 06:00

During this episode, we’re going to share Medicare insights and updates and talk about the changes that are taking place.

Get ready for Black Friday

November 20, 2021 06:00

During this episode, we’re going to examine some of the must-have holiday items you may want to wait until Black

Social Security COLA Is on the Rise

November 13, 2021 06:00

During this episode, we’re going to break down the recent news that Social Security’s Cost of Living Adjustment will go up by 5.9 percent in January 2022. We’ll also look at some other Social Security strategies.

Protect yourself and your money from scams

November 06, 2021 05:00

During this episode, we’re going to highlight some common financial scams and what you can do to better protect yourself and your money.