A lot of us are looking to get in shape in retirement. This is a good thing since part of living an even better retirement is looking after your health and muscle mass. Staying healthier and more active longer will ensure that you are making th

Index Funds Have Officially Won

10 days ago 16m 27s

Do you have index funds in your portfolio? Chances are you do! Our retirement headline today describes the rise of index funds over active funds and why that’s important. Discover how index funds connect with my investment philosophy by pressi

The 529 to Roth IRA Rollover

17 days ago 17m 45s

Recent legislation has made everyone’s favorite college savings plan a little more flexible. Funds in a 529 plan aren’t as locked up as they used to be now that your children’s unused college funds can be rolled into a retirement account. In th

The 4 Phases of Retirement

24 days ago 19m 49s

It may be easy to define success in your working career, but defining success in retirement can be more difficult. What does success look like in retirement? What will you do daily or weekly to get the most out of your retirement? In this episo

A Short History of the 60/40 Portfolio

1 month ago 23m 26s

Due to last year's poor market returns, you’ve probably seen the headlines that the 60/40 portfolio is dead. But is that really the case? This week’s retirement headline explores the history of this classic retirement investment strategy. Afte

8 Ways to Become Poor in Retirement

Mar 18th, 2024 20m 58s

There are many ways that could threaten your financial security in retirement. Knowing the common issues can ensure that you don’t fall into the traps. Today’s financial headline comes from Yahoo Finance and is called 8 Ways Baby Boomers Beco

More Than Half of Americans Want to Retire Gradually

Mar 11th, 2024 21m 59s

We all want to retire, but have you considered how you would like to transition to retirement? This week’s retirement headline article shares some interesting statistics on phased retirements: who is thinking about them, who is utilizing them,

The Retirement Crisis That Wasn’t

Mar 4th, 2024 16m 49s

Once upon a time, there was a prediction that the baby boomer generation would face a retirement crisis. So how did this gloom and doom projection turn into the wealthiest generation in history? Listen in to find out. Make sure to stay tuned fo

Using Guardrails For The 4% Rule

Feb 26th, 2024 22m 33s

You’ve heard of the 4% rule, and if you’ve listened to this podcast before, you’ve heard of Guyton’s guardrails strategy. But have you ever heard of using them together? Today’s retirement headline explores this idea. Overall, the article high

The Challenges of Retiring from a High-Powered Job

Feb 19th, 2024 19m 34s

Is it possible to suddenly step away from a high-powered job and into a life of leisure? This may not be the best idea for your retirement if you work at the executive level. In this episode of Retirement Starts Today, we’ll explore an article

5 Expenses Retirees Wish They Spent More Money On

Feb 12th, 2024 22m 37s

There are two ways to mess up retirement: run out of money or die with regret. Oftentimes, people in the retirement space only focus on the running out of money part. In an effort to help you live an even better retirement, today’s retirement

2 Social Security Mulligans

Feb 5th, 2024 17m 34s

If you want to spend more money in retirement you’ll want to understand how to maximize your Social Security benefits. Many people think that there is no going back once you’ve decided to collect your Social Security benefits. However, today’s

Save Money with These Tax Tips

Jan 29th, 2024 20m 44s

Tax season is here so when I found this article from Morning Star to share some tax tips for you. Your tax bill will be the largest bill you pay in retirement. If you want to reduce it, make sure to press play. Helping clients save money on ta

A Tax Break Worth the Hassle

Jan 22nd, 2024 18m 10s

Some tax breaks aren’t worth the hassle of pursuing them, however, today’s example is definitely worth the hassle! If you are charitably minded you’ll want to listen to learn about the advantages of making qualified charitable distributions. Di

We Need to Talk About Your Retirement Spending

Jan 15th, 2024 17m 49s

Planning retirement spending is tough to do since there are so many unknowns. Many people tend to take a fear-based approach and rely on the 4% rule. Some even take a step further and spend less of their nest egg. Today’s Retirement Headline ur

I Don’t Want To Be Old When I Am Old

Jan 8th, 2024 16m 9s

I don’t know about you, but I want to stay active and healthy for as long as possible. That’s why when I saw this Forbes article I knew I wanted to share it with you. If you want to learn how to age gracefully and maintain your vitality, you w

Lessons Learned from Fall Tax Meetings

Jan 1st, 2024 19m 39s

As you probably know by now, Bret and I are here to help you spend more money and spend less in taxes so that you can live an even better life in retirement. This week we’re helping you do that by sharing some lessons that we learned from our

How to Pay 0% on Capital Gains [Rebroadcast]

Dec 25th, 2023 16m 39s

Would a 0% tax rate help you live an even better retirement? In this week’s Retirement Headline, we’ll explore a WSJ article titled How You Can Grab a 0% Tax Rate. If that doesn’t pique your interest, I don’t know what will! Listen in to hear h

3 Tricks to Help Retirees Spend More [Rebroadcast]

Dec 18th, 2023 18m 58s

If you have diligently saved throughout your career, you may be ready to retire, yet still feel uncertain about spending your savings. To truly live your best life in retirement you need to learn how to shift from a saving mindset to a spending

12 Reasons to Rent in Retirement [Rebroadcast]

Dec 11th, 2023 22m 17s

One of the greatest financial assumptions is that it’s always better to own than to rent. However, in retirement, this may not be true. Once you are financially independent it is important to realize that not every dollar you spend needs to yie

A Few Simple Tricks Turn Humble HSAs Into Wealth Builders [Rebroadcast]

Dec 4th, 2023 18m 8s

Do you have an HSA? If so, do you simply use it to pay for your medical expenses? Or do you use it as a way to build your wealth? Today we’ll look at an article from Financial Advisor Magazine that will help us identify opportunities for wealth

The Puzzling Gap Between How Old You Are and How Old You Think You Are [Rebroadcast]

Nov 27th, 2023 14m 52s

We are spending some extra time off from the podcast over this holiday season to spend time with family. I hope you're using this opportunity to spend some time with family as well. I've gone through my favorite episodes of 2023 to bring you so

Spend Your Principal!

Nov 20th, 2023 20m 4s

Most people are worried about spending too much and running out of money in retirement. However, few people worry about spending too little. In this week’s episode of Retirement Starts Today, you’ll learn why you should spend your principal in

Bonus

Only through November 20th...

Nov 16th, 2023 1m 27s

Hey podcast listeners. I just wanted to jump into your podcast feed here really quickly and give you an update on the new project we're working on where our firm is taking on new clients. The plan was to leave the application process open throu

Boost Your Retirement Confidence by 17% with One Simple Trick

Nov 13th, 2023 20m 27s

Would you like to have more confidence in your retirement plan? In the retirement headlines segment, you’ll learn one simple way to increase your certainty about what you can accomplish in retirement. In the listener questions segment, Bret he