More Short Episodes
Jack Dugan, Senior Financial Planner at Pure Financial Advisors joins Joe Anderson to discuss saving tips for pre-retirees. The two discuss different stages of saving and important considerations to make depending on whether you’re behind or just looking to enhance your saving potential. Find out how to maximize Social Security benefits and whether you should […]
Joe Anderson and Mike Bernier, CFP® play a friendly game of ‘Financial Feud’ where they answer retirement and financial questions. Who will come out on top? Stay tuned to find out. Important Points: 1:04 “Here’s question number one – multiple choice: what percentage of Americans has a personal pension or retirement savings account? 32%, 42%, […]
There’s no better time to start preparing for your retirement than right now. Find out how you can be building your wealth while you’re employed by following some simple rules of thumb. Joe and Al discuss these four easy things you can do now: 1) Start now 2) Implement automatic savings (shoot for 15% per […]
Joe and Al cover key retirement planning strategies for people in their 60’s. Find out when you can retire, learn how and when you should claim Social Security and create a better risk management plan by viewing different health insurance options. 0:09 “One of the things that you absolutely need to figure out is what […]
Big Al sits down with Senior Financial Planner and CFP® Mike Bernier to discuss what 40-year olds should consider when saving for retirement. During the interview, Mike and Al discuss the importance of setting goals and sticking to them, paying yourself first and choosing appropriate investments. 1:03 “I think the first thing [40-year olds should […]
If you’re in your 50’s and haven’t saved any money for retirement, you’re not alone. Find out the key steps for 50-year olds to take in preparing for life’s big next step. 0:31 “50% of you are going to be forced into retirement early; even though you want to work as late as you can, […]
People in their 30’s often lose sight of saving for retirement because they are busy with things like raising kids, paying off student loans and buying a new house. Find out how to get back on track and take advantage of saving in your young years to fully prepare for a successful retirement. 0:05 “Max […]
Joe Anderson, CFP® takes you through the steps of how to calculate your net worth. 0:13 “Here I have money in a non-qualified account. That could be a brokerage account, mutual bonds, stocks, whatever I have outside of my retirement accounts, jot that down on a piece of paper” 0:23 “Then add up all of your […]
What exactly does it take to become financially fit? CPA Al Clopine points out an example of what four extra years of work can do for someone regarding their Social Security income and how long their money will last them in retirement. Understanding what you want to accomplish and how you will get there are […]
Feel financially secure for this next step in your life by knowing how much you’ll need to sustain your retirement lifestyle. Watch out for these common misconceptions people have about retirement spending. It is important to recognize that the changing realm of retirement (including rising healthcare costs and longer, more active retirement years) requires a […]
Save a little more this year. Joe Anderson, CFP® and “Big Al” Clopine share strategies for creating a budget and saving your money so that you can have a bigger nest egg when you reach retirement.
