Episode 156 – The 4% Rule has been one of the standard models of retirement planning since the 1990s. The rule, however, has come under attack of late. A recent report by Morningstar indicates that the real number is more like 3.3%. What’s a retiree to do?
Episode 155 – Deciding on when to collect Social Security is a complicated process. But it comes with surprising flexibility. And people are surprised to learn of the three “do over” options that Social Security allows.
Episode 154 – The rich and famous are prone to estate planning mistakes. Today we look at some real world examples, and the lessons we can all learn from all of them.
Episode 153- Purchasing an annuity in your Traditional IRA will guarantee that you never outlive your retirement savings and provide you with a secure, stable and stress-free retirement.
Episode 152 – Is the Social Security Administration running a scam? One prominent retirement expert thinks so.