Cameron Valadez
Retired-ishEpisodes
Episodes of Retired-ish
Mark All
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If you are nearing retirement and have your eyes set on that dream day on the horizon (or even if you have recently entered into retirement) you need to know that you’re more responsible now - than ever in our nation’s history - for figuring ou
It seems that each and every year when our firm reviews tax returns in consultations and second opinions we find dozens of missed tax savings opportunities: whether it be missed deductions, forgone strategies, less than ideal business entity or
Over the past few years one of the hottest topics has been the rise of inflation throughout the economy. Inflation impacts our day-to-day financial lives in numerous ways, good and bad, and has a significant effect on our investments over time.
Although you may be familiar with some of the basics of Traditional IRA and Roth IRA retirement accounts, there are many different rules and tricky nuances that you might not know that can open the door for more wealth building opportunities, o
When looking into getting extra healthcare coverage beyond the basic coverage provided by Original Medicare Parts A and B, you’ll have to choose between either a Medicare Advantage Plan or a Medicare Supplement Plan also known as Medigap. One i
Large pre-tax retirement accounts such as Traditional IRAs, 401(k) plans and the like are great savings vehicles for retirement. The problem is, they make for lousy and tax laden estate planning. The tax authorities have a claim to the money in
One out of four people that experience divorce in the United States is age 50 or older, and nearly one out of ten is age 65 or older. These later-in-life separations is commonly referred to as Gray Divorce, and with it often comes complex finan
By having a better understanding of your tax situation, you are more likely keep more of your hard-earned money, which can also mean you don’t have to rely as much on exuberant investment returns. Moving to another state in order to potentiall
While the vast majority of people will choose to live in the same home once they retire, many more housing opportunities typically open up during your retirement years due to kids being out of the home - hopefully – and the fact that you don’t
There typically comes a time when your income sources drastically change from one source to another, or from one to multiple sources. For most, this will be shifting from earning income from a career, to then living off your own savings, potent
If you have an aging parent, there’s a high likelihood that you will eventually need to step in to help them with their caretaking and financial decision making. There are many steps you can take to protect their finances and well-being as long
Women have unique challenges that they typically face in retirement, and although men have their own share of obstacles to face, women tend to juggle more than just worrying about themselves and their own livelihood. This phenomenon is mostly d
Our emotions impact our investing decisions when it comes to the stock markets. In this episode, I share a thought experiment to help you understand how to make your investing decisions. More specifically, I discuss: With everything going on i
I discuss the common options you have for health insurance coverage when retiring before you are Medicare eligible at age 65. More specifically, I discuss: Jumping on Your Spouse’s Employer Health Plan Considering Shopping The Health Insuranc
In this episode, I discuss some of the financial strategies you can implement into your own personal finances as the recipient of a financial windfall from a parent. More specifically, I discuss: Strategies when inheriting property from a pare
I discuss the potential pitfalls to watch out for when inheriting assets from a parent. Receiving an inheritance isn’t the same as maximizing an inheritance, as you could lose a significant portion if you’re not prepared. More specifically, I d
In this episode, I discuss potential Social Security Survivor Benefits available to a spouse and other family members after the loss of a loved one. Everyone’s situation is unique in that they will typically have many options when it comes to d
The Bucket Strategy, also know as Time Segmenting, is a simple and effective strategy to implement approaching retirement. This simple yet effective strategy allows you to assign a purpose to your various assets so you can understand how to enj
Revealing the mysteries around financial planning: What it means, what it can do for you, and what the process looks like. I also discuss the problem with simply knowing or researching things rather than using information to implement in your o
Learn how your business may be able to help you save more in taxes! In this episode, I’m joined by Mike Jesowshek, CPA and host of the Small Business Tax Savings Podcast as we discuss how to unlock the true benefits of an S-Corporation. Having
In practice, I have found many people think they are diversified looking at the surface, but come to find out their investments have very little to no diversification. In this episode, I discuss the benefits of diversifying your investment port
In this episode, I discuss the key facts that you need to know about Social Security benefits after divorce. More specifically, I discuss: What are the requirements to receive Social Security benefits based on an ex-spouse’s record? How much c
I’m joined again by Long-Term Care expert, Hospital Discharge Planner, and Geriatric Care Manager Eileen Dunn where we guide you through what to expect during the claims process for long-term care insurance. More specifically, Eileen and I disc
I’m joined again by Long-Term Care expert, Hospital Discharge Planner, and Geriatric Care Manager Eileen Dunn where we educate you on how to determine how much long-term care insurance you may need, and what factors you should consider. More sp
I’m joined again by Long-Term Care expert, Hospital Discharge Planner, and Geriatric Care Manager Eileen Dunn where we discuss the basics of long-term care insurance and the Long-Term Care Partnership Program. More specifically, Eileen and I di
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