TIETOJA TÄSTÄ JAKSOSTA
One of my favorite parts of serving retirees and pre-retirees is the perspective they share with me. Over the years, my retired clients have passed along wisdom that I’m grateful to share with those preparing for their own next chapter.
Whether it's a sabbatical, phased retirement, full retirement, or even another career altogether, here are 6 things to ponder as you begin mapping out your back 9. I hope you enjoy it.
-Kevin
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This is for general education purposes only and shouldnot be considered as tax, legal or investment advice.
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HAE EDELLISIÄ EPISODEJA
Hae kanavan Planning for Retirement with Kevin Lao vanhoja jaksoja.
MUITA jaksoja TÄSSÄ PODCASTISSA
Planning for retirement isn't just about building an investment portfolio. For many people, the hardest part of retirement is feeling that loss of identity their careers provided.
I'm very excited to have Sandy Vecchi on for this episode to discuss one of the most overlooked aspects of retirement p…
Most people think about taxes once a year, when it's time to file their return. But tax preparation and tax planning are two very different things. Tax preparation looks backward. Tax planning looks forward. And when you're approaching retirement, that distinction can have a major impact on how mu…
Thousands of retirees relocate every year looking for lower taxes, a lower cost of living, better weather, or to be closer to family.
In this episode, Kevin sits down with estate planning attorney and financial advisor Ryan Smith to discuss the estate planning issues that many retirees overlook aft…
John and Kathy are 59 years old, one month away fromretirement, and have accumulated $4 million in retirement accounts. Their home is paid off, they have strong Social Security benefits coming in the future, and on paper, they appear to be in excellent shape.
But having enough money to retire is on…
Will Social Security really be cut by more than 20%?Should you claim early before the rules change? Or is the media exaggerating what's actually happening?
In this episode, I will break down the latest Social Security Trustees Report, explain what the 2032 Trust Fund projection actually means, and …
Vastuuvapautusilmoitus: Tälle sivulle upotettu podcast ja kuvitus ovat peräisin Kevin Lao:ltä, joka on sen omistajan omaisuutta, eikä se ole sidoksissa Listen Notes, Inc:n tukemaan.
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