Who doesn’t, right? Even though more Americans are retiring later, more people would prefer to call it quits sooner. But that’s easier said than done – especially if you don’t have a rock solid plan to do it. Today Jon discusses the things you can’t overlook if you plan to retire early. Including trying to save more, allowing for health care until Medicare eligibility kicks in, and seven other factors you need to have locked down if retiring sooner rather than later.Take a Listen
People get excited about the idea of retirement – but they may also question whether their nest egg can handle it. Jon and Karyn discuss the questions people have such as whether investment decisions are the best ones, or how to pay for healthcare and cover taxes. Making sure your money is positioned properly will help make sure your retirement will be everything you want it to be.Take a Listen
People are looking for ways to make their lives better – and if they are quick and easy, that’s even better. On this week’s episode of Retirement Evolved Jon and Karyn discuss some of the easy ways you can position your money so that you are optimally prepared when your retirement arrives.Take a Listen
They include assets, income, protection and more. They are the features of building a retirement plan in a similar way that a house is built – with a strong foundation. Jon and Karyn talk about all of these pillars that go into your retirement foundation and the best ways they can work for you and your plan.Take a Listen
Annuities can provide guaranteed income for retirement, one of the few instruments which can do so. But are they worth it, given some of the costs like commissions, or fees, or other penalties which surround having one? Jon and Karyn discuss this issue and provide tips on how you can determine if an annuity is right for your situation.Take a Listen
The go-go, slow-go and no-go stages of retirement each have their own lifestyle needs and financial considerations. Today Jon and Karyn talk about how to plan for each, what your money likely will go for, and how to make sure you have enough of it when and where you need it.Take a Listen
There are eight big retirement beliefs that actually are not true, and they cover topics like Social Security, investing strategy, and even financial professionals in general. Today Jon discusses these areas and more that you should be aware of so that you and your retirement savings are not led down a primrose path.Take a Listen
There are plenty of hidden costs for retirement accounts – fees, commissions, trading costs for mutual funds and other securities, and many others. Today Jon and Karyn talk about what these are, how they are buried or maybe not even listed on your statement, and how knowing what these are and how to work around them could save you a lot of money for your retirement.Take a Listen
The Tax Cuts and Jobs Act of 2017 could be the most significant overhaul of U.S. tax policy in thirty plus years. How will it affect you when it fully takes effect for next year? Today Jon and Karyn discuss the winners and losers, the things which remain deductible and those which may not be any longer, and how you can plan for the new rates and how to take advantage of things this year to be sure you pay fewer taxes next year.Take a Listen
Many people pay attention to things they can do to improve their physical health – but what about your financial health? Today Jon, along with associate Karen Damschen, discuss ways to make sure your money is in good shape. They go through various steps to assess the health of your finances, then to strengthen them by increasing savings and making sure things like health care costs are taken care of, among others.Take a Listen
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