Medicare Advantage or Supplement - Which "costs" more base on usage rates? Dolphin Financial Group 5,69 тыс. подписчиков Скачать
Inherited IRA Distribution Rules (RMDs). IRS rule on required minimum distributions & 10 year rule. Скачать
How Much Cash Should Retirees Keep in Checking & Savings. Are those in retirement saving too much? Скачать
$1.5 Million needed to Retire? People are making wild guesses without knowing what they need. Скачать
Medicare Surcharge (IRMAA): Don't get surprised by this extra charge for your Medicare Part B and D. Скачать
Ex-Spouse Social Security - the five things you need to have in order to claim from an es-spouse. Скачать
Should you buy a CD now? How long should you lock in a CD rate? 2 years? 5 years? 100 years!? Скачать
Can You Convert an RMD Into a Roth IRA? Do You Have To Wait 5 Years to Touch Your Converted Roth? Скачать
Your financial advisor is wrong about Social Security: Claiming early at 62 may not be best for you. Скачать
Beneficiaries lose over $300,000 in lawyer fees & taxes when it wasn't needed? Big estate mistake. Скачать
My Long Term Care Policy Cost is Going Up How Much?! How to handle a 189% price increase on LTC. Скачать
How to avoid the top stresses in retirement: A review of the top stress factors retirees face. Скачать
Top 3 Retirement Risk: Needy Family. How an adult child or aging parent can destroy your retirement Скачать
Top 3 Retirement Risk: Health Crisis. How a negative health event can derail a retirement plan. Скачать
Tax on Social Security Goes UP When Your Spouse Dies: Tax issues (& solutions) facing widow(er)s. Скачать
Social Security Survivor's Benefit Limit: Spouse filed early, your widow(er)s benefit is limited. Скачать
#1 Financial Risk Retirees Face: Losing retirement savings to professional scammers and thieves. Скачать
What Should You Write Down BEFORE You Die? Information your loved ones will need after you pass. Скачать
Tax Return Fraud: How to help prevent the theft of your tax ID and a fake tax return in your name. Скачать
How Long Will $1 Million Last in Retirement? In which U.S. state will your money last longest? Скачать
RMDs - Required Minimum Distributions. New rules regarding these retirement plan withdrawals. Скачать
Social Security & Government Pension: How WEP & GPO provisions reduce your social security check. Скачать
2024 Max Social Security Income & Other Changes. How to get $4,873 per month from Social Security. Скачать
Why is Spending in Retirement Difficult? The five mental blocks holding you back from spending. Скачать
It's Time to Refinance Retirement Income: Higher interest rates mean you should review your income. Скачать
Don't Fear Running Out of Money. Retirees fear of running out of money in retirement is overblown. Скачать
Claim Social Security Early & Invest? Rising interest rates impact when you claim Social Security. Скачать
Health Scare Leads to Better Financial Situation: How a negative health event improves financials Скачать
Beware Home Buying/Selling in Florida: Does the real estate agent have your best interests in mind? Скачать
Retirement Savers WATCH OUT. The common, unexpected roadblock that big savers face when retired. Скачать
HSA is the #1 Financial Account: Why opening a Health Savings Account should be your top priority. Скачать
How to Pay Tax on Social Security: Withholding taxes from your SS benefit using IRS form W-4V. Скачать
Raise Social Security Age & Watch People Revolt. What can we learn from France's pension problems? Скачать
Did Your 401k Lose Big in 2022? How does your retirement account performance compare to others? Скачать
A Major Reason To NOT Retire Early. You may think twice about retirement based on this research. Скачать
What's Your Retirement Direction? Do you need a goal or purpose to create a retirement income plan? Скачать
Financial Lesson from Pro Football player. Sage advice from former NFL player Chad Ochocinco. Скачать
#1 Most Difficult Retirement Question That Everyone Should Answer: How long will retirement last? Скачать
Retirees Need More Risk. As you get older, should add more stock market risk to your portfolio? Скачать
Is Social Security's COLA enough? Does the 8.7% increase cover the true cost of living increases? Скачать
Lady Bird Deeds - an "simple" enhanced life estate option to pass on your home without probate. Скачать
Does living in an expensive area mean you can retire sooner? How housing costs impact retirement. Скачать
Do I need a Trust? Should I pay a lawyer to create a Trust for my assets? Is the cost worth it? Скачать
How to avoid taxes on IRA withdrawals - Qualified Charitable Distributions (QCDs) satisfy RMDs! Скачать
Common Financial Mistake: How you own & title assets makes a big difference & helps avoid probate. Скачать
Why are people buying annuities? Record fixed annuity sales in 2022 - what is driving this trend? Скачать
Will I Get Social Security COLAs if I Delay? Do you have to claim to get cost of living adjustments? Скачать
Using a High Deductible Health Plan (HDHP) to access the powerful Health Savings Account (HSA). Скачать
Single Women Have Lower Financial Confidence in Retirement. Why do unmarried women struggle more? Скачать
Delaying Social Security by withdrawing from your retirement (IRA/401k/403) to pay the bills. Скачать
2022 Retirement Landscape: What do people think about retirement mid-way through a volatile 2022? Скачать
Retiring in a volatile market - 3 tips for those retiring when financial markets are in turmoil. Скачать
Which Retirement Account To Use First? Withdraw first from an IRA, a ROTH, or Taxable account? Скачать
How much money should you have at age 55? Can you retire at 60? What's the average 401k balance? Скачать
Cost of Long Term Care - Beyond the Numbers. Conversation with Caregiver Expert, Linda Burhans Скачать
Should You Pay Off Mortgage in Retirement? The pros and cons of paying off your debt in retirement. Скачать
Does Florida Really Have No State Taxes? Which states have the lowest and highest tax burden? Скачать
Bonds are a potential problem in your investment portfolio. Does it make sense to own bonds today? Скачать
Dollar Cost Ravaging (Sequence Risk): How the timing of investment returns impacts your retirement. Скачать
Retiring Early: Most people retire earlier than expected. Should you plan to "work" in retirement? Скачать
The Cost of Long Term Care: How much do home health care, assisted living, and nursing homes cost? Скачать
Tax on Social Security income: Isn't that a double tax!? How to avoid tax on Social Security. Скачать
What are SERIES I Savings Bonds? Do they go up with inflation? Are I Bonds good for retirement? Скачать
Social Security Ex-Spousal Benefit After Remarriage: Can I get benefits from an ex if I remarry? Скачать
Six Financial Moves To Make Early In The Year: Begin the year off right with these strategies. Скачать
Top 5 Financial Trend Predictions For 2022: What trends will dominate the financial landscape? Скачать
Getting Financial Advice From A Bank: Is using a financial representative of a Bank good or bad? Скачать
Panic Selling: Is selling stock during a market crash a good or bad strategy? When do you buy back? Скачать
Social Security Cost-Of-Living Increase: Will I get the full increase in Social Security benefits? Скачать
Risk Aversion in Retirement: Why people take less risk even when the expected outcome is favorable? Скачать
Dollar Cost Averaging vs Lump Sum Investing: Which Strategy Provides A Higher Return Over Time? Скачать
Cost of Medicare: How much does Medicare cost? How do you actually pay for Medicare Part A & B? Скачать
Claiming Social Security At The Wrong Time: Why do people make mistakes with Social Security? Скачать
Reverse Mortgages - Should Retirees Consider a Reverse Mortgage or Home Equity Conversion Mortage? Скачать
Retirement Regrets: What is the top regret retirees have from a financial planner's perspective? Скачать
Funny Retirement Quotes & One-Liners: Some funny things to write or say at a retirement party. Скачать
Create Your Own Pension: 3 ways to build a pension in retirement (Annuity, Reverse Mortgage, etc.) Скачать
Social Security Administration Budget: Will the wait times to get Social Security info go down? Скачать
Inherited IRA: What are my options if I inherit a retirement account? What are the new rules? Скачать
Government Changes to the American Retirement: Securing A Strong Retirement Act (SECURE Act 2.0) Скачать
7 Money Personalities In Retirement: How your personality shapes your retirement plans and actions Скачать
Financial Gifts to Kids: What's the best way to give money to children, grandchildren, or minors? Скачать
Reducing your Adjusted Gross Income (AGI) for the previous year. Retroactively reducing your taxes. Скачать
Money Trivia & Fun Facts: Interesting info about money and finance to help you win Trivia Night. Скачать
Medicare & Covid 19 - What Happens If I Get Coronavirus On Medicare? Is Covid Covered By Medicare? Скачать
