More
What are the three predictors of retirement happiness? Dr. Michael Finke, CFP® from the American College of Financial Services tells us what his research shows. He also shares his insights on the four percent rule for retirement withdrawals and whether there is anything we can do to stave off the effects of aging on our cognitive abilities. Plus, Joe and Big Al do some retirement spitballing: can Jon in Pennsylvania retire early at age 56, and would it be better for him to take his pension monthly or as a lump sum? Steve and his wife in Colorado are 48 and 54 and have 3 million saved. When can they retire? Eager Eagle and his wife in Washington state have 2 million saved at ages 61 and 63. Can they retire next year?
Updated for 2024: When the topic of retirement comes up, most people tend to focus on a couple of financial questions. However, it is just as important to determine your retirement vision! Retirement Lifestyle Planning is more than just the money required to retire… it’s about your lifestyle, growth, health, and relationships. In this guide […]
You spent your life preparing and saving for your retirement, do you have a retirement vision to enjoy it? It’s best to detail out what your day-to-day will look like and have a retirement lifestyle plan that can go along with your financial plan. Pure’s Financial Planner, Joe Sanchez, CFP®, AIF®, helps you prepare for […]
From your tax bill to your children’s college loans, there are a number of factors that impact how much money you will have in retirement. Your financial bottom line will inevitably impact the type of lifestyle you can afford. Financial professionals Joe Anderson and Alan Clopine answer questions about the impact of the new tax […]
When most people think of preparing for retirement their thoughts turn to financial planning rather than lifestyle planning. But many retirees report that adapting to a new retirement lifestyle after having the structure of a job and caring for their family as being particularly difficult. Financial professionals Joe Anderson and Alan Clopine pose important questions […]
A successful retirement lifestyle plan includes a successful financial plan. Knowing you have the money to enjoy your retirement years can buy some much-needed peace of mind for you. Financial professionals Joe Anderson and Alan Clopine ask the essential questions to know if you have enough money to retire or to see if you need […]
Are you ready for retirement? Do you even know what that means? Financial professionals Joe Anderson and Alan Clopine move beyond the numbers to explore a checklist of signs to determine if you are ready for retirement both psychologically and emotionally. Click here to watch the full Successful Retirement Lifestyle Planning episode
Gid Pool took a standup comedy class 13 years ago at age 61 on a lark. He shares the story of his retirement hustle, traveling the US and 50+ countries as a standup comic, inspirational speaker, and the author of Act Two and Beyond: Making the Rest of Your Life Spectacular. Plus, Joe and Big […]
When the topic of retirement comes up, most people tend to focus on a couple of questions, “When do I retire,” and “how much money will I need?” But determining your retirement vision is just as important. Where do you want to live? How will you spend your time? Do you want to work part-time […]
