Канал: Retirement Answer Man

Steps to Secure Your Personal Information

Steps to Secure Your Personal Information

Be a Super Communicator with Charles Duhigg

Be a Super Communicator with Charles Duhigg

Lessons from Mike and Judy’s Investment Experience

Lessons from Mike and Judy’s Investment Experience

Legal Tender: Tallying Their Resources

Legal Tender: Tallying Their Resources

The Lifestyle We Want in Retirement

The Lifestyle We Want in Retirement

The Educator and the Esquire - Meet Mike and Judy

The Educator and the Esquire - Meet Mike and Judy

How Can I Get an IRMAA Exception?

How Can I Get an IRMAA Exception?

I’m Afraid to Buy Stocks in Retirement! What Should I Do?

I’m Afraid to Buy Stocks in Retirement! What Should I Do?

Should I Get a Mortgage for My Retirement Home?

Should I Get a Mortgage for My Retirement Home?

Stop Doing These Things in Retirement

Stop Doing These Things in Retirement

My Experience Moving to a Retirement Community

My Experience Moving to a Retirement Community

What You Should Know if You Inherited an IRA After January 1st, 2020

What You Should Know if You Inherited an IRA After January 1st, 2020

Want to Retire? Retirement Planners Talk Strategy & Structure for Managing Risk in 2024

Want to Retire? Retirement Planners Talk Strategy & Structure for Managing Risk in 2024

Can I Retire YET?

Can I Retire YET?

Can I Reverse Dollar Cost Average for Retirement Withdrawals? Ep 536 Supplement

Can I Reverse Dollar Cost Average for Retirement Withdrawals? Ep 536 Supplement

Can I Do a Reverse Dollar-Cost Averaging for Withdrawals in Retirement?

Can I Do a Reverse Dollar-Cost Averaging for Withdrawals in Retirement?

What is a Scarcity Loop?

What is a Scarcity Loop?

Are We Hard Wired NOT to Spend in Retirement? Micro-Changes for a Better Life With Michael Easter

Are We Hard Wired NOT to Spend in Retirement? Micro-Changes for a Better Life With Michael Easter

How Much Money Do I Really Need to Retire?

How Much Money Do I Really Need to Retire?

Why You Shouldn't DIY Invest for your RETIREMENT Plan!

Why You Shouldn't DIY Invest for your RETIREMENT Plan!

The Retirement Planning Crisis in 2024 - Are You Ready? With Christine Benz

The Retirement Planning Crisis in 2024 - Are You Ready? With Christine Benz

Ask Better Retirement Questions

Ask Better Retirement Questions

How to Find Your Life's Purpose in Retirement

How to Find Your Life's Purpose in Retirement

How to Spend Your Money So You Can Love Your Retirement with Dr. Daniel Crosby

How to Spend Your Money So You Can Love Your Retirement with Dr. Daniel Crosby

The State of Retirement Planning with Michael Kitces

The State of Retirement Planning with Michael Kitces

Recognizing Complex Things

Recognizing Complex Things

Retirement Planning: A Better Approach

Retirement Planning: A Better Approach

How to Manage Your Scarcity Brain with Michael Easter

How to Manage Your Scarcity Brain with Michael Easter

2024 IRMAA Income Thresholds

2024 IRMAA Income Thresholds

Experts EXPLAIN IRMAA Medicare Surcharges | Threshholds and Brackets for 2024

Experts EXPLAIN IRMAA Medicare Surcharges | Threshholds and Brackets for 2024

How to Set a Retirement Goal

How to Set a Retirement Goal

Overcoming Frugality in Retirement with Dan Crosby

Overcoming Frugality in Retirement with Dan Crosby

What is a Build-Up Cash Value?

What is a Build-Up Cash Value?

How to Maximize Your Overfunded Whole Life Insurance Policy in Retirement (DON'T Miss This!)

How to Maximize Your Overfunded Whole Life Insurance Policy in Retirement (DON'T Miss This!)

What is True Retirement Planning? With Christine Benz

What is True Retirement Planning? With Christine Benz

Ask this BEFORE You Work with a Retirement Planner

Ask this BEFORE You Work with a Retirement Planner

How to Find the RIGHT Retirement Planner and Financial Advisor EXPLAINED with CFP, Andy Panko

How to Find the RIGHT Retirement Planner and Financial Advisor EXPLAINED with CFP, Andy Panko

How Systems Thinking Can Improve Your Retirement with Rick Nason

How Systems Thinking Can Improve Your Retirement with Rick Nason

Switch to Spousal Social Security Benefits

Switch to Spousal Social Security Benefits

How to Take Full Advantage of Spousal Social Security Benefits EXPLAINED with Andy Panko

How to Take Full Advantage of Spousal Social Security Benefits EXPLAINED with Andy Panko

Should I Do a Roth Conversion?

Should I Do a Roth Conversion?

What Can I Learn from the FIRE Movement?

What Can I Learn from the FIRE Movement?

Purposeful Aging

Purposeful Aging

How To Develop A Healthy Attitude towards Aging

How To Develop A Healthy Attitude towards Aging

The Challenges of FIRE

The Challenges of FIRE

The Benefits of FIRE

The Benefits of FIRE

The Truth About Supplements

The Truth About Supplements

Evidence for Nutritional Supplement Benefits in Retirement? (It's NOT What You Think)

Evidence for Nutritional Supplement Benefits in Retirement? (It's NOT What You Think)

What Is the FIRE Movement?

What Is the FIRE Movement?

STOP Trying to Solve Your Retirement Problems

STOP Trying to Solve Your Retirement Problems

The BIGGEST Mistake You Can Make in Retirement Planning (It's Complicated)

The BIGGEST Mistake You Can Make in Retirement Planning (It's Complicated)

Retirement Plan Live: Mature Marriage - Managing Joint Cash Flow with Separate Assets

Retirement Plan Live: Mature Marriage - Managing Joint Cash Flow with Separate Assets

Retirement Plan Live - Mature Marriage: Shared Resources

Retirement Plan Live - Mature Marriage: Shared Resources

Importance of Leaving a Positive Impact

Importance of Leaving a Positive Impact

How Important Is Leaving a Legacy?

How Important Is Leaving a Legacy?

Retirement Plan Live: Mature Marriage - Shared Goals

Retirement Plan Live: Mature Marriage - Shared Goals

What is UN-RETIREMENT?

What is UN-RETIREMENT?

What is UN-RETIREMENT and Should You Go Back to Work?

What is UN-RETIREMENT and Should You Go Back to Work?

Retirement Plan Live: Mature Marriage - Mary’s Story

Retirement Plan Live: Mature Marriage - Mary’s Story

Secret to Living to 100 Years | Retirement Ladder and Longevity Project

Secret to Living to 100 Years | Retirement Ladder and Longevity Project

Why People Avoid Thinking About 80 to 90 in Retirement

Why People Avoid Thinking About 80 to 90 in Retirement

Retirement Plan Live: Mature Marriage - Mark’s Story

Retirement Plan Live: Mature Marriage - Mark’s Story

BEFORE You Retire, Ask this Question | Retirement Advice for 2024

BEFORE You Retire, Ask this Question | Retirement Advice for 2024

Why Do You Want to Retire?

Why Do You Want to Retire?

Should I Withdraw from My IRA to Pay Off My Mortgage?

Should I Withdraw from My IRA to Pay Off My Mortgage?

Pros and Cons of Medical Testing and Screening | Managing Health and Doctors in Retirement

Pros and Cons of Medical Testing and Screening | Managing Health and Doctors in Retirement

When the Doctor Says Not to Worry, But You Worry Anyways #cardiologist #screening

When the Doctor Says Not to Worry, But You Worry Anyways #cardiologist #screening

How Can I Reduce the Chances of Running Out of Money in Retirement?

How Can I Reduce the Chances of Running Out of Money in Retirement?

Behavioral Changes That Can Improve You and Your Daily Life

Behavioral Changes That Can Improve You and Your Daily Life

How to Live a Heroic Retirement With Brian Johnson

How to Live a Heroic Retirement With Brian Johnson

The Ins and Outs of Donor-Advised Funds

The Ins and Outs of Donor-Advised Funds

How Your Psychology Affects Your Health

How Your Psychology Affects Your Health

How to Feel Young Again - Bringing Energy and Productivity Back During Retirement with Brian Johnson

How to Feel Young Again - Bringing Energy and Productivity Back During Retirement with Brian Johnson

Architecting a New Approach to Life

Architecting a New Approach to Life

Important Retirement Numbers for 2024

Important Retirement Numbers for 2024

How Do I Refill My Retirement Income Floor?

How Do I Refill My Retirement Income Floor?

My Retirement Planner Said No to a Report Request. What Should I Do?

My Retirement Planner Said No to a Report Request. What Should I Do?

Should I Consolidate My Accounts in Retirement?

Should I Consolidate My Accounts in Retirement?

How Should I Pay Taxes on My Roth Conversions?

How Should I Pay Taxes on My Roth Conversions?

Should I Continue to Own Bond Funds?

Should I Continue to Own Bond Funds?

Wisdom for Our Children - Spending, Saving, and Investing

Wisdom for Our Children - Spending, Saving, and Investing

Wisdom for Our Children - Family and Friends

Wisdom for Our Children - Family and Friends

Wisdom for Our Children - Career and Retirement

Wisdom for Our Children - Career and Retirement

Wisdom for Our Children - Energy and Mindset

Wisdom for Our Children - Energy and Mindset

Should I Stop Contributing to My Pre-Tax Accounts?

Should I Stop Contributing to My Pre-Tax Accounts?

What Is the Ideal Mix Between Before and After Tax Retirement Accounts?

What Is the Ideal Mix Between Before and After Tax Retirement Accounts?

What Should I Consider When Transferring Investment Accounts?

What Should I Consider When Transferring Investment Accounts?

Should I Borrow Against My Investments to Buy a House?

Should I Borrow Against My Investments to Buy a House?

Should I Realign My 401K Now That I’m Retired?

Should I Realign My 401K Now That I’m Retired?

Historical vs. Projected Returns?

Historical vs. Projected Returns?

500 Episodes and Still Rocking

500 Episodes and Still Rocking

#499 - Should I Do a Roth Conversion?

#499 - Should I Do a Roth Conversion?

The Impact of Alcohol on Rocking Retirement

The Impact of Alcohol on Rocking Retirement

The Rules for Roth Withdrawals

The Rules for Roth Withdrawals

The Rules for Roth Conversions

The Rules for Roth Conversions

The 5 Year Rule for Roth Contributions

The 5 Year Rule for Roth Contributions

The Roth Opportunity

The Roth Opportunity

How Can I Reverse Taking Social Security?

How Can I Reverse Taking Social Security?

The KISS Concept for Investing

The KISS Concept for Investing

How Listener Mike is Finding His Purpose in Retirement

How Listener Mike is Finding His Purpose in Retirement

How Does the 5-Year Rule Work for Roth Conversions?

How Does the 5-Year Rule Work for Roth Conversions?

The 8 Pillars of Rocking Retirement: Non-Financial - Passion and Relationships

The 8 Pillars of Rocking Retirement: Non-Financial - Passion and Relationships

The 8 Pillars of Rocking Retirement: Non-Financial - Energy and Mindset

The 8 Pillars of Rocking Retirement: Non-Financial - Energy and Mindset

The 8 Pillars of Rocking Retirement: Financial - Resilience and Optimization

The 8 Pillars of Rocking Retirement: Financial - Resilience and Optimization

The 8 Pillars of Rocking Retirement: Financial - Vision and Feasibility

The 8 Pillars of Rocking Retirement: Financial - Vision and Feasibility

The 8 Pillars of Rocking Retirement: How to Build a Retirement You Can Rock

The 8 Pillars of Rocking Retirement: How to Build a Retirement You Can Rock

How Should Spouses Claim Their Social Security Benefits?

How Should Spouses Claim Their Social Security Benefits?

What Retirement Planning Software Should I Use?

What Retirement Planning Software Should I Use?

How Do I Report a QCD on My Income Tax Return?

How Do I Report a QCD on My Income Tax Return?

I’m in My Fifties and Got Laid Off. What Should I Do?

I’m in My Fifties and Got Laid Off. What Should I Do?

Widowed in Retirement: Wisdom from Those on the Journey

Widowed in Retirement: Wisdom from Those on the Journey

Widowed in Retirement: Creating a New You

Widowed in Retirement: Creating a New You

Widowed in Retirement: Navigating Financial Changes

Widowed in Retirement: Navigating Financial Changes

Widowed in Retirement: Navigating Life Changes

Widowed in Retirement: Navigating Life Changes

How to Rock Retirement on Your Own

How to Rock Retirement on Your Own

Should I Rebalance My Portfolio Now?

Should I Rebalance My Portfolio Now?

What are Brokered CDs and How Do They Work?

What are Brokered CDs and How Do They Work?

How Is Deferred Compensation Taxed When I Receive It?

How Is Deferred Compensation Taxed When I Receive It?

How Do I Turn On My Survivor Social Security Benefit

How Do I Turn On My Survivor Social Security Benefit

Retirement Plan Live: The Impact of the Bear Market

Retirement Plan Live: The Impact of the Bear Market

Retirement Plan Live: Their Financial Resources

Retirement Plan Live: Their Financial Resources

Retirement Plan Live 2023: Their Goals for Rocking Retirement

Retirement Plan Live 2023: Their Goals for Rocking Retirement

Retirement Plan Live: Meet Rosie and Dwayne

Retirement Plan Live: Meet Rosie and Dwayne

Should I Take My Pension Lump Sum Now or Wait?

Should I Take My Pension Lump Sum Now or Wait?

Should I Have a Mortgage on My Rental Property?

Should I Have a Mortgage on My Rental Property?

Should I File for Social Security If I’m Still Working?

Should I File for Social Security If I’m Still Working?

Should I Invest in Individual Stocks or ETFs in Retirement?

Should I Invest in Individual Stocks or ETFs in Retirement?

Should I Pay Off My Mortgage or Invest?

Should I Pay Off My Mortgage or Invest?

How Do I Know if an Annuity Is Right for Me in Retirement?

How Do I Know if an Annuity Is Right for Me in Retirement?

How to Rebalance a Bond Ladder

How to Rebalance a Bond Ladder

What Should I Know Before Using 72T to Fund Retirement?

What Should I Know Before Using 72T to Fund Retirement?

What Should I Know Before Using 72T to Fund Retirement?

What Should I Know Before Using 72T to Fund Retirement?

Should I Invest in Commodity ETFs to Fight Inflation?

Should I Invest in Commodity ETFs to Fight Inflation?

Should I Switch My Bond Portfolio to CDs?

Should I Switch My Bond Portfolio to CDs?

Should We Consider a Mortgage for Building Our Retirement House?

Should We Consider a Mortgage for Building Our Retirement House?

What Is the Best Way to Save Money for Our Grandchildren?

What Is the Best Way to Save Money for Our Grandchildren?

How Should I Pay for Big Ticket Expenses Near Retirement?

How Should I Pay for Big Ticket Expenses Near Retirement?

Should I Switch My 401K Contribution to the Roth Option Near Retirement?

Should I Switch My 401K Contribution to the Roth Option Near Retirement?

Will I Still Get Inflation Adjustments If I Wait to File Social Security?

Will I Still Get Inflation Adjustments If I Wait to File Social Security?

When Can I Make a Backdoor Roth Contribution?

When Can I Make a Backdoor Roth Contribution?

RRC Anniversary Special Episode

RRC Anniversary Special Episode

#448 - Living a Heroic Retirement: The 3 Identities a Hero Should Have

#448 - Living a Heroic Retirement: The 3 Identities a Hero Should Have

Living a Heroic Retirement: The Virtues of a Hero

Living a Heroic Retirement: The Virtues of a Hero

Living a Heroic Retirement: What Is a Hero?

Living a Heroic Retirement: What Is a Hero?

Dealing with Post-Pandemic Burnout

Dealing with Post-Pandemic Burnout

Will My Social Security Benefit Be Impacted by My Divorce?

Will My Social Security Benefit Be Impacted by My Divorce?

Should I Rebalance My Portfolio in a Bear Market?

Should I Rebalance My Portfolio in a Bear Market?

Can I Count on Average Returns and Inflation for Retirement?

Can I Count on Average Returns and Inflation for Retirement?

When Is It Time to Switch Advisors and More of Your Questions

When Is It Time to Switch Advisors and More of Your Questions

Leave a Lasting Legacy: How to Create Your Legacy Strategy

Leave a Lasting Legacy: How to Create Your Legacy Strategy

Leave a Lasting Legacy: How to Leave a Nonfinancial Legacy

Leave a Lasting Legacy: How to Leave a Nonfinancial Legacy

Leave a Lasting Legacy: How to Leave a Financial Legacy

Leave a Lasting Legacy: How to Leave a Financial Legacy

Leave a Lasting Legacy: What Is a Legacy?

Leave a Lasting Legacy: What Is a Legacy?

Functional Health to Rock Retirement: How to Be a Better Advocate for Your Health

Functional Health to Rock Retirement: How to Be a Better Advocate for Your Health

Functional Health to Rock Retirement: Finding the Right Nutrition Plan

Functional Health to Rock Retirement: Finding the Right Nutrition Plan

Functional Health to Rock Retirement - Creating the Right Exercise Plan

Functional Health to Rock Retirement - Creating the Right Exercise Plan

Functional Health in Retirement: What Is Functional Health?

Functional Health in Retirement: What Is Functional Health?

How Do I Inflation Proof My Retirement?

How Do I Inflation Proof My Retirement?

Are Interest Rate-Hedged ETFs a Good Investment Right Now?

Are Interest Rate-Hedged ETFs a Good Investment Right Now?

How Do RMDs Work for Married Couples?

How Do RMDs Work for Married Couples?

Should I Retire Earlier if I Have Health Issues? And More Listener Questions

Should I Retire Earlier if I Have Health Issues? And More Listener Questions

How to Plan Your Agile Retirement: Stage 4 - Optimize & Establish Your Plan of Record

How to Plan Your Agile Retirement: Stage 4 - Optimize & Establish Your Plan of Record

How to Plan Your Agile Retirement: Stage 3 - Make Your Strategy Resilient

How to Plan Your Agile Retirement: Stage 3 - Make Your Strategy Resilient

How to Plan Your Agile Retirement: Stage 2 - A Feasible Retirement Strategy

How to Plan Your Agile Retirement: Stage 2 - A Feasible Retirement Strategy

How to Plan Your Agile Retirement: Stage 1 - Your Vision

How to Plan Your Agile Retirement: Stage 1 - Your Vision

How to Plan Your Agile Retirement: Why You Need to Be Agile

How to Plan Your Agile Retirement: Why You Need to Be Agile

What Investments Help Protect Me from Inflation?

What Investments Help Protect Me from Inflation?

How Do I Manage Inflation Risk?

How Do I Manage Inflation Risk?

How Will Inflation Impact My Retirement?

How Will Inflation Impact My Retirement?

How to Manage Inflation in Retirement: What Is Inflation and How Is It Measured?

How to Manage Inflation in Retirement: What Is Inflation and How Is It Measured?

Retirement Plan Live: Establishing a New Life

Retirement Plan Live: Establishing a New Life

Retirement Plan Live: Creating Our Retirement Paycheck

Retirement Plan Live: Creating Our Retirement Paycheck

Retirement Plan Live: Dreams for Our New Home

Retirement Plan Live: Dreams for Our New Home

Relocation for Retirement: Why We Moved

Relocation for Retirement: Why We Moved

Is Cryptocurrency a Good Investment for My Retirement?

Is Cryptocurrency a Good Investment for My Retirement?

How Will I Estimate What My RMD Will Be at Age 72?

How Will I Estimate What My RMD Will Be at Age 72?

Are I-Bonds a Smart Investment for My Retirement Portfolio?

Are I-Bonds a Smart Investment for My Retirement Portfolio?

What Is a Retirement Plan of Record?

What Is a Retirement Plan of Record?

Overcoming Frugality

Overcoming Frugality

The Mechanics of Decumulation

The Mechanics of Decumulation

Reflections on the Retirement Scene

Reflections on the Retirement Scene

Listener Questions: Which Account Should I Withdraw from to Fill Up My Tax Bracket?

Listener Questions: Which Account Should I Withdraw from to Fill Up My Tax Bracket?

Listener Questions: Which Account Should I Withdraw from to Fill Up My Tax Bracket?

Listener Questions: Which Account Should I Withdraw from to Fill Up My Tax Bracket?

Retirement Planning Guidebook with Wade Pfau

Retirement Planning Guidebook with Wade Pfau

#406 - What the Happiest Retirees Know with Wes Moss

#406 - What the Happiest Retirees Know with Wes Moss

What the Happiest Retirees Know with Wes Moss

What the Happiest Retirees Know with Wes Moss

Listener Questions: Don’t Let Perfect Be the Enemy of Good

Listener Questions: Don’t Let Perfect Be the Enemy of Good

Retirement Tax Management: How to Incorporate into Your Retirement Plan

Retirement Tax Management: How to Incorporate into Your Retirement Plan

Listener Questions: I have Roth Conversion Questions!

Listener Questions: I have Roth Conversion Questions!

Retirement Tax Management: The Tax Toolbox

Retirement Tax Management: The Tax Toolbox

Retirement Tax Management: The Tax Toolbox

Retirement Tax Management: The Tax Toolbox

Listener Questions: Is an Immediate Annuity a Good Option for Me?

Listener Questions: Is an Immediate Annuity a Good Option for Me?

Retirement Tax Management: Hidden Tax Bombs

Retirement Tax Management: Hidden Tax Bombs

Retirement Tax Management: Hidden Tax Bombs

Retirement Tax Management: Hidden Tax Bombs

Listener Questions: How Do I Go from Zero to Retired?

Listener Questions: How Do I Go from Zero to Retired?

Retirement Tax Management: Why It’s Important

Retirement Tax Management: Why It’s Important

Retirement Tax Management: Why It’s Important

Retirement Tax Management: Why It’s Important

Retirement Answer Man with Wade Pfau

Retirement Answer Man with Wade Pfau

Retirement Planning for Non-Planners: 5 Things to Track During Retirement

Retirement Planning for Non-Planners: 5 Things to Track During Retirement

Retirement Planning for Non-Planners: Investment Basics

Retirement Planning for Non-Planners: Investment Basics