Retirement Plain & Simple

<p >We are excited to have Elder Law Attorney, Maureen Anderson, on the show with us today. She joins us to discuss the benefit of intergenerational conversations surrounding end-of-life planning and wealth transfer...

<p >When you hear the word "insurance," what comes to mind? No matter how you feel about it, it's a complicated and often confusing topic for many. So, in this episode, we're going back to basics, breaking down...

<p >There’s no doubt that healthcare expenses are one of the biggest things you must plan for when it comes to retirement. Because of this, many want to know how Medicare will fit into their overall healthcare expenses...

<p >In today’s episode, we’re going to take some time to focus on an often overlooked, but crucial aspect of retirement planning. While financial preparedness is undeniably important, there’s more to retirement...

<p >You’ve probably seen or heard the term “comprehensive financial planning” used pretty frequently in the financial space. But what exactly does this mean and entail? In today’s episode, we’re going to focus on what...

<p >January often brings a wave of commitment to better money management, with many of us eager to make positive changes and set new money-related goals. With financial resolutions on many of our minds, we thought we’d...

<p >This week, we're thrilled to have Sue Derr, a seasoned budget coach from Crown Financial Ministries, on the show to explore the crucial topic of budgeting, just in time for the upcoming new year. With a background...

<p >In today's episode, we're taking a close look at high-net-worth individuals - those who have accumulated significant wealth and face unique challenges and opportunities when planning for retirement. Unlike the...

<p >It’s that time of the year again! Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the...

<p > As we age, the topic of long-term care and retirement planning becomes increasingly important. However, trying to work through the different options can often feel overwhelming and daunting. That's why we've...

<p >Today we are excited to dive into the intricate world of estate planning with seasoned estate planning attorney, Bill Cooper. With over two decades of experience in the field, Bill brings a wealth of knowledge and...

<p >In this episode, we’re diving into the essential components of retirement income planning. Mark and Todd break down the five major areas of retirement expenses, including housing, healthcare, food and groceries...

<p > In this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement. We’ll break those expenses down further to see which ones are the top priorities...

<p > Are you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during six key life events. Each of these could have a...

<p > Age and wisdom go hand-in-hand when it comes to planning for your financial future. While knowledge is certainly important, it is not enough on its own. In this episode, we will dive into the significance of both...