Mailbag: Do I have Enough to Retire with my Pension?

We all want to know that we have enough for retirement when the time comes. Brian an-swers a question from the mailbag from someone who previously thought she couldn’t af-ford retirement, but has since realized her pension would provide more than she thought. Is it enough to retire though? How do you figure that out?

Should You Have a Charitable Trust?

Some of the greatest coaches inspire their teams to do well. Today we look at quotes from famous coaches and apply the same wisdom to our financial lives. Then, we discuss the seven deadly sins and how to avoid them when saving, spending, and strategizing with your money.

Should I Have Mutual Funds?

Mutual funds have been a popular way to invest, but are they what’s best for your financial plan? Brian talks about what happens with a mutual fund, who has them, and what might be a better fit instead. According to Brian, mutual funds are kind of like driving a 1987 As-trovan. Is that the kind of vehicle you want to travel in?

Roth Conversions Before the End of the Year

Before we close out 2022, have you considered whether or not a Roth conversion is the right move for you? Brian talks a lot about Roth conversions on the show, and today gives examples of how it can pay off in the long-run. Then we talk about the reasons why people hold onto too much cash and how to invest it better.

Retirement Planning with Mr. Miyagi

Financial planning is not the same for everybody, so it’s important to have a plan. Living below your means, saving and investing, can get you far. Just like Mr. Miyagi in the movie Karate Kid teaches discipline, you need to have discipline with your financial plan. Then, we talk about why some people don’t want to retire.

The Cost of Long-term Care

Many retirees overlook long-term care, something that Medicare does not cover. How can someone plan for long-term care? The cost of long-term care insurance may seem too expensive, but consider the cost of that care, later on, should you need it.

Should You Get a Fixed Annuity?

Is a fixed-rate annuity a wise investment choice? It all depends on your goals! Brian talks through when someone might choose to use this financial tool. To some, a fixed rate annuity is sounding like a good idea. When the money in your bank account isn’t earning any interest, fixed-rate annuities carry some appeal. Certificates [...]

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