How to Manage 8 Risks That Can Derail Your Retirement

Plenty of risks threaten retirement, and today we focus on managing risks from longevity, inflation, sequence of returns, taxes, interest rates, and lost opportunity. Plus, Professor Jamie Hopkins from The American College and the New York Life Center for Retirement Income talks about how our risky investor behavior needs Rewirement (which happens to be the title of his most … Read more

Guest:  Jamie Hopkins Professor Jamie Hopkins

Podcast #184

3 Ways a Reverse Mortgage Can Supercharge Your Retirement

Dr. Wade Pfau of returns to Your Money, Your Wealth® to share some incredible reverse mortgage strategies that can supercharge your retirement when executed correctly. He also updates us on the new rules for reverse mortgages since the 2018 tax law has changed, explains why they have traditionally gotten such bad press, and how they’ve changed. A reverse mortgage … Read more

Guest:  Dr. Wade Pfau Wade pfau

Podcast #168

Finance for Normal People

Meir Statman, professor of finance at Santa Clara University and author of Finance For Normal People: How Investors and Markets Behave tells Joe and Big Al how smart people can avoid doing stupid things when it comes to investing. Also, are you house rich but cash poor as you approach retirement? The fellas have some strategies for making use of … Read more

Guest:  Meir Statman Meir Statman

Podcast #125

Tapping Into Home Equity for Retirement Income

A reverse mortgage gives you the opportunity to tap into your home equity. Joe and Al discuss whether a reverse mortgage is the right move to make for generating income.

1:02 “I’ve got a lot [to explain] about retirement that you need to be aware of, some new tax plan strategies, pros and cons of retiring in your seventies…”

4:44 … Read more

Your Money, Your Wealth Hr. 2

Should you consider a reverse mortgage? In this second hour of the podcast, Joe and Al explain what a reverse mortgage is and why it’s growing in popularity as baby boomers age. Also discussed in this second hour: eight slow and difficult steps to becoming a millionaire, the 10 worst states to retire in, the best U.S. cities to live … Read more