by walter | Mar 24, 2022 | Podcast
We are opening up the mailbag today to answer some of your questions. Mary has $1.4 million saved, how much can she spend yearly without running out? Rule of thumb says 4% a year, but a more detailed analysis of your plan can give you a more exact number and strategy....
by walter | Jan 13, 2022 | Podcast
We are all going to get to retirement eventually, but our journeys may look very different getting there. There are a lot of risks women face when it comes to saving for retirement. In a male-dominated field like the financial industry, it can feel like their risks...
by walter | Nov 11, 2021 | Podcast
We are opening up the mailbag today and answering some listener questions! Are you thinking of retiring early? Make sure you have a plan. You won’t be able to access your 401(k) or IRA until you are 59 1/2 and Medicare eligibility isn’t until 65. As you...
by walter | Oct 14, 2021 | Podcast
There are benefits to different types of retirement accounts and when you will pay taxes on those accounts. Whether you should invest in tax-deferred accounts will depend a lot on your income level and personal circumstances. On today’s episode, we are going to...
by walter | May 27, 2021 | Podcast
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA, or a Roth. Let’s discuss how to determine which one is best for you....
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