Retirement Toolbox

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June 20, 2019  

Goat Yoga, Stretch IRAs & How To Get “Unstuck” From Difficult Financial Decisions

Goat Yoga... That's actually a thing these days. And it somehow comes up on today's podcast when we answer a question from Arnold about a "Stretch IRA". You won't want to miss that conversation. We'll also switch gears and talk about how for some people, the biggest problem with their financial planning isn’t that they make the wrong decisions. It’s that they often fail to make decisions at all. But sometimes you just have to fish or cut bait. We'll discuss some of the things that can cause the decision-making process to stall and how you can get unstuck. And what's a movie you can watch over and over and never get tired of? We'll ask Scott for his opinion on that, plus much more ahead on today's show.

June 6, 2019  

Planning For Summer Vacation & Retirement Are A Lot Alike

If you’re heading out on a road trip this summer, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. Let’s look at some of the items that should appear on both your road trip checklist and your retirement planning checklist. We'll also answer a question from Jeff about retiring early at the age of 55. Is it a good idea? Plus, if Scott could trade places with anyone for a day, who would it be? Listen to this episode to find out.

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