Scott Newhouse
Retirement Clarity RadioEpisodes
Episodes of Retirement Clarity Radio
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Last week, the Social Security Administration announced a rule change to a program called Supplemental Security Income, which will make approx 35M more Americans eligible to receive SSI benefits ($943/mo per eligible individual) from the federa
I don't love annuities, but this strategy does make sense for the right type of person in retirement.Here's the link to the blog:https://forthrightfinances.com/the-only-annuity-strategy-i-would-ever-use/Single Premium Annuity Info: https://
Being diversified in your investment portfolio isn't always easy, especially when it leads to relative underperformance. Here's why that happens and why you should still stick to being diversified.
Whenever someone in the financial media is presenting information to you, you have to be curious about not only the data they present but also their own internal biases, as well as information they may be withholding.
Should you hire a financial planner or should you DIY it? The truth is that either choice can be a great choice for you. If you love this stuff, want to keep up with changing tax laws/regulations/best practices, and you want to spend your time
The best time to plan for all the bad things that could happen in life is when you're physically and mentally healthy. Unfortunately, too many people delay or never get around to proper estate planning, leaving a giant headache (and sometimes w
Social Security and Medicare are key parts of your retirement, but often people don't make the best long term decisions with them (especially in terms of social security). In this episode, I go through the basics of each programs, and key consi
In this episode, I discuss a potentially large (or very small!) bill that could come later on in life: Long term care. Unfortunately, we don't know if we'll need it, nor do we know how much it will cost. That said, this episode will shed some l
In this episode, I discuss some of the big mistakes investors make that cause them to not earn as much as they otherwise could. I also discuss what the investment decisions you need to make before and in your retirement.You can find the full
In this episode, I go through why I think taxes could rise in the future, and go through 9 different tax planning strategies to consider. Not all of them will apply to you! Think of it as a buffet where you pick and choose what's the best fit f
While most people are familiar with asset allocation (how you divide your investments among different asset classes), asset location is just as important. In this episode, I discuss the three main account types (taxable, tax-deferred, tax-free)
Unlike your working career (where most people rely on a paycheck from one place, with one type of tax treatment), in retirement, you are relying on multiple sources of income (Social Security, pension, investment distribution) to create your Re
The single most important thing you can do before you retire is to know how much you want to spend in retirement. Without that, we can't say confidently whether you can retire or not. And if we determine there's a shortfall (in terms of income)
After getting organized, we now need to know exactly what goals we're trying to reach. In this episode I discuss three types of goals that are all important to have a well rounded and successful retirement. You can find the full How To Retire
The first step to putting your retirement plan in place is getting organized so you know exactly where you stand financially today so we can make a game plan for the future. This episode goes through what documents you need to be organized.Yo
Welcome to How To Retire! I've put together an 11-episode series on the main things you need to do, and consider, as you approach retirement. This is a high-level overview so it won't be delving too deep into specifics, nor will it be able to o
Today's lesson: Ignore most (if not all) financial "experts" you see on TV, radio, podcasts, etc. Their goal is NOT to make you wealthy and have a comfortable retirement. Today's lesson: Ignore most (if not all) financial "experts" you see on
Lesson for today: Don't ever let your political beliefs change your investment decisions!Links for the show: -https://forthrightfinances.com/what-happens-when-you-mix-politics-and-investing/-https://papers.ssrn.com/sol3/papers.cfm?abstract_
In this episode, I discuss how the Federal Reserve and Inflation are affecting the stock market, what could happen next, and how you should plan for it.
In this episode, I'll go through 10 retirement and investing quotes and tips from Warren Buffett and Charlie Munger.
In this episode, I'm going to discuss how to think about your bond portfolio in retirement, in a way that's more useful than simply knowing what your overall asset allocation is (ie, what percentage of stocks vs bonds you have).
In today's video I'm going to discuss a tip I saw in a recent WSJ article about retirement expenses, as well as a study on how much actual retirees spend in retirement. When you retire, it's really important to keep these two things in mind!
If you find yourself 5 to 15 years away from retirement, and you don't have as much saved up as you want, there's still time to get there, but you can't make costly mistakes along the way.
Unless you have been living under a rock for the last few years, you have heard about the most recent craze to make loads of EASY money, cryptocurrency. While there are a lot of scammers and losers in the crypto space, that does not describe e
Friends: there are too many people in the financial world who try to tell you that you need more complex investments the older you get, the more assets you accumulate, the higher your income goes, etc. It's complete bunk. You can grow and mai
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