Monolith Money Show

Jeff and Camille revisit various money challenges during retirement, especially longevity risk, inflation and the fear of running out of money. They also look at possible signs you could need a different advisor for the...

A recent poll discovered many younger workers feel they are not in as good as financial shape when it comes to retirement as their parents were. Jeff and Camille go over these results and discuss ways people can help...

Jeff and Camille first address ways to help maximize your retirement income, then ways to help protect it.

Jeff and Camille look at some of the major mistakes that wealthier individuals may be making with their portfolio choices as they get close to or into retirement. They also revisit four major questions about retirement...

Larger retirement accounts are a blessing - at least until it comes to turning those savings into income and other vehicles needed specifically for retirement. Jeff and Camille take a look at the strategies used to...

First, Jeff and Camille address planning opportunites for so-called high net worth individuals, then move on to some ways to help protect you receive protected, or guaranteed, income for retirement, including optimizing...

Where you will live in retirement is a question many boomers are starting to answer as they are about to embark on post-working life. Jeff and Camille look at a study which notes trends that are happening and how...

It seems inevitable that tax rates will be going up in the future, perhaps as soon as the end of this year. Camille is solo on this show, and she takes a look at some of the best strategies to use to help keep more...

Women have their own special needs when it comes to retirement planning. Jeff and Camille take a look at why this is, and what women can do to help themselves become familiar with a plan that may have been done by their...

Much of today's retirement savings is in IRA or 401K accounts, which means it has never been taxed - but it will be taxed as ordinary income when it is withdrawn. Jeff and Camille go over options and strategies you can...

Health care, longevity and losing a spouse or partner are some of the risks associated with a long retirement. Jeff and Camille discuss these areas and how to plan to best protect yourself when and if any of these...

The Tax Cuts and Jobs Act is set to expire at the end of the year unless Congress passes something to replace it. And inflation is still hanging around as well. These can cut into your nest egg unless you plan for them...

Finding the right investment mix for your portfolio can help you reach your goals. Jeff and Camile discuss how rebalancing your investments with the help of a financial professional can go a long way toward reaching the...

Jeff and Camille go over tips for you to get the most out of your 401K account, including proper diversification, reviewing investment choices and aligning everything with your retirement timeline.

The U.S. government debt now stands at $36 trillion and growing fast. Jeff and Camille look at this issue and how expected rising taxes to pay for it could affect your retirement portfolio, as well as the best ways to...