Tue, 21 April 2015
At the end of day, all that matters is what retirement means to you. Forget what the commercials say. Forget what the brochures say. Forget much of what your advisor may say. You don't have a "number", you have a life that you get to define and live.
This week, I'm starting a new series called Retirement to Me, where you, the listener, get to share the lessons you've learned along your journey and what retirement means to you.
Your Story is Important.
Each of you have unique experiences, knowledge and perspective about money and retirement. By sharing your story, you can have a positive impact on other's journey and help them view retirement from a fresh perspective. My guess is, by telling your story you'll learn more about yourself as well.
Here's How it Works
Let me know here (remember to include your e-mail!)
I'll Go First
To start things off, here is my money and retirement story.
Thu, 16 April 2015
If you want to retire and are looking for guidance don't just find someone smart. There are plenty of smart advisors with plenty of smart ideas. It's been my experience that smart by itself, isn't enough. If you want to retire successfully, it's better to seek out wisdom.
"It ain't what you don't know that gets you into trouble. It's what you know that just ain't so."
In this episode, I discuss some of the value a wise advisor can bring to your financial life. Including:
Great observation Monte. How you manage drawing from your assets during retirement is critical. Do it wrong and you could seriously handicap your chances of maintaining your lifestyle. In this episode, I answer your question directly.
How to manage drawing from your assets during retirement is one of the most common questions I get. To help you understand, it will be the focus of my next webinar.
How to Manage Cash Flow in Retirement Webinar
During the webinar I'll show you how to:
When: Tuesday, May 26th
Time: 2:00 CST
Wed, 8 April 2015
If you work for a company you're a cog in the machine. You're a replaceable part, easily eliminated or replaced if it suits the needs of the company. Sorry to be so blunt. I'm not trying to hurt your feelings. It's just important you accept this if you're going to thrive in the years ahead.
Marc Miller is the founder of Career Pivot, which helps Baby Boomers design careers they can grow into for the next 30 years. Miller authored the book “Repurpose Your Career: A Practical Guide for Baby Boomers.” You can follow Miller on Twitter or Facebook.
In this episode we discuss:
Wed, 1 April 2015
Most of the personal finance blogs you read focus on how to be more frugal. How to cut costs so you can safe and invest for retirement. it's important to be frugal but frugal only goes so far.
I've invited Paula Pant from Afford Anything to chat about frugality and what might be a better place to focus your time if you're saving for retirement.
Paula, is a thirtysomething that has chosen a unique path for her life. She's rejected the "normal" work path baby boomers learned and has embraced the opportunities of the growing freelance economy. Us "old folks" can learn from this sharp lady.
Show Topics Include:
PLUS Listener Questions & Webinar Feedback