Канал: Retire with Julia, CFP®

What Happens When You Inherit an IRA?

What Happens When You Inherit an IRA?

What Happens To My Social Security If I Work Part-Time?

What Happens To My Social Security If I Work Part-Time?

The Magic of the 5 Years BEFORE Retirement (Double your savings!)

The Magic of the 5 Years BEFORE Retirement (Double your savings!)

We Are 58 With $1,800,000 In Savings, Why Can’t We Retire?

We Are 58 With $1,800,000 In Savings, Why Can’t We Retire?

How to pay $0 in tax on a high income (NO Roth conversions needed!)

How to pay $0 in tax on a high income (NO Roth conversions needed!)

Why you need a CERTIFIED FINANCIAL PLANNER™

Why you need a CERTIFIED FINANCIAL PLANNER™

The 8 MOST Common Investment Mistakes (and how to fix them!)

The 8 MOST Common Investment Mistakes (and how to fix them!)

MEGA Backdoor Roth Conversion Explained (2 Simple Steps!)

MEGA Backdoor Roth Conversion Explained (2 Simple Steps!)

Secure Act 2.0: NEW Rules for 2024

Secure Act 2.0: NEW Rules for 2024

3 Early Retirement MYTHS! (And one powerful suggestion)

3 Early Retirement MYTHS! (And one powerful suggestion)

Why YOU Need a Health Savings Account (Save tax 3 ways!)

Why YOU Need a Health Savings Account (Save tax 3 ways!)

The 5 BIGGEST Mistakes Keeping You From Retiring

The 5 BIGGEST Mistakes Keeping You From Retiring

CFP® Answers: Will you be able to rely on Social Security at retirement?

CFP® Answers: Will you be able to rely on Social Security at retirement?

CFP® Answers: Can You Retire with $500,000?

CFP® Answers: Can You Retire with $500,000?

Do YOU Need Long-Term Care Insurance?

Do YOU Need Long-Term Care Insurance?

CFP® Explains: How to Fund a Special Needs Trust

CFP® Explains: How to Fund a Special Needs Trust

Why This Election Year Is Different

Why This Election Year Is Different

CFP® Answers: Can You Retire with $750,000?

CFP® Answers: Can You Retire with $750,000?

CFP® Explains: 8-10% Guaranteed Annuity Rates? NOT SO FAST!

CFP® Explains: 8-10% Guaranteed Annuity Rates? NOT SO FAST!

CFP® Reveals: The 5 BIGGEST Expenses in Retirement

CFP® Reveals: The 5 BIGGEST Expenses in Retirement

CFP® Explains: How to contribute to a Roth Account WITHOUT paying more income tax this year!

CFP® Explains: How to contribute to a Roth Account WITHOUT paying more income tax this year!

CFP® Defines: The Ideal Spending Plan

CFP® Defines: The Ideal Spending Plan

CFP® Explains: My FAVORITE Fixed Annuity

CFP® Explains: My FAVORITE Fixed Annuity

CFP® Answers: Are Annuities Good or Bad? Learn the pros and cons...

CFP® Answers: Are Annuities Good or Bad? Learn the pros and cons...

How to Appeal Medicare IRMAA in less than 5 minutes! | Julia Lembcke, CFP® | URS Advisory

How to Appeal Medicare IRMAA in less than 5 minutes! | Julia Lembcke, CFP® | URS Advisory

CFP® Defines: Important Tax Changes for 2024

CFP® Defines: Important Tax Changes for 2024

Joining Medicare this year? Watch THIS!

Joining Medicare this year? Watch THIS!

CFP® Answers: Do You Have A Ticking TAX Time Bomb?

CFP® Answers: Do You Have A Ticking TAX Time Bomb?

CFP® Answers: Can You Retire with 1 Million Dollars? | Julia Lembcke, CFP® | URS Advisory

CFP® Answers: Can You Retire with 1 Million Dollars? | Julia Lembcke, CFP® | URS Advisory

Attention Stay-At-Home Parent, You CAN Save For Retirement! | Julia Lembcke, CFP®

Attention Stay-At-Home Parent, You CAN Save For Retirement! | Julia Lembcke, CFP®

CFP® Explains: 4 Reasons Why Having Multiple Advisors Hurts Your Bottom Line | Julia Lembcke, CFP®

CFP® Explains: 4 Reasons Why Having Multiple Advisors Hurts Your Bottom Line | Julia Lembcke, CFP®

CFP® Answers: Can You Retire with 1.5 Million Dollars? | Julia Lembcke, CFP | URS Advisory

CFP® Answers: Can You Retire with 1.5 Million Dollars? | Julia Lembcke, CFP | URS Advisory

How to Invest Once You Retire | Julia Lembcke, CFP® | URS Advisory

How to Invest Once You Retire | Julia Lembcke, CFP® | URS Advisory

Destination Retirement Course: Income Planning for Retirement | URS Advisory, Florida

Destination Retirement Course: Income Planning for Retirement | URS Advisory, Florida

Why I Became a Financial Advisor | My Passion for Helping Others | Erik Lembcke, CFP

Why I Became a Financial Advisor | My Passion for Helping Others | Erik Lembcke, CFP

2023 Year-End Financial Planning Tips | Julia Lembcke, CFP | URS Advisory

2023 Year-End Financial Planning Tips | Julia Lembcke, CFP | URS Advisory

Major Update on Able Accounts | Age of Eligibility Extended to 46! | URS Advisory

Major Update on Able Accounts | Age of Eligibility Extended to 46! | URS Advisory

What is an ABLE account? | Corrine Poor, URS Advisory

What is an ABLE account? | Corrine Poor, URS Advisory

Medigap vs. Medicare Advantage | Julia Lembcke, President and Managing Director, URS Advisory

Medigap vs. Medicare Advantage | Julia Lembcke, President and Managing Director, URS Advisory

Which Medicare Plan is Right for You? | Julia Lembcke, President and Managing Director, URS Advisory

Which Medicare Plan is Right for You? | Julia Lembcke, President and Managing Director, URS Advisory

The Savings Formula | Where to Save Order of Operations with Julia Lembcke, CFP of URS Advisory

The Savings Formula | Where to Save Order of Operations with Julia Lembcke, CFP of URS Advisory

Medicare Increases for 2024 | URS Advisory

Medicare Increases for 2024 | URS Advisory

4 Parts of Medicare...and what they cover! | URS Advisory

4 Parts of Medicare...and what they cover! | URS Advisory

Medicare Enrollment Guide: Turning 65 or Leaving Employer Coverage | URS Advisory

Medicare Enrollment Guide: Turning 65 or Leaving Employer Coverage | URS Advisory

4 Steps to Secure an Early Retirement | Julia Lembcke, CFP® | URS Advisory

4 Steps to Secure an Early Retirement | Julia Lembcke, CFP® | URS Advisory

Favorite Savings Account HSA | URS Advisory

Favorite Savings Account HSA | URS Advisory

Financial Planning to Secure Your Future | Julia Lembcke, Managing Director and Head Planner

Financial Planning to Secure Your Future | Julia Lembcke, Managing Director and Head Planner