More Episodes
Updated for 2023 Want to learn the little-known secrets to help you prepare for retirement? This Retirement Readiness Guide includes 7 important and simple plays to help you get retirement ready despite the uncertainties that we may face. Planning for your retirement is something that takes time, so start today for a bright future tomorrow. […]
What does long term care insurance cover, and when? Under what circumstances do you need LTC insurance? Senior Financial Planner Allison Alley, CFP® lists the 6 activities of daily living and how they play into your long term care insurance plan, how premium costs are determined, and when you can file a claim against your […]
Joe and Big Al discuss 7 changes to your Social Security for 2019. No wait, six changes. Well actually, it’s more like 5 changes and a useful tidbit. Plus, when to claim your spousal benefit, whether to buy long-term care insurance or self-insure, how to get more growth in your portfolio without adding more risk, […]
A Reddit thread about getting sold life insurance when going to a life insurance company for financial planning gets Joe Anderson, CFP® ranting! To make sure Joe’s insurance rant doesn’t apply to you, and to help you avoid buying insurance you don’t need, Paul Lim CFP® educates us on term life insurance, permanent life insurance, long-term […]
Are we headed for another bear market? Joe and Al discuss the performance of our current market, which is the third largest bull market in history. Also on today’s agenda are capital gain rates, net unrealized appreciation and flat taxes. Moving on to medical care, Al points out that anyone who has Alzheimer’s can get […]
In this episode of “Your Money, Your Wealth,” CFP® Joe Anderson and CPA Alan Clopine discuss four hidden risks that could potentially derail your retirement. Supporting the kids after college, medical expenses and inflation are some risks that can get in your way of living the retirement of your dreams. Tune in to this episode […]
Nowadays people are living a lot longer than before, which means most of us will need some type of long-term care at some point in our lives. Joe Anderson sits down with Senior Financial Advisor and CFP® Jack Dugan to answer questions regarding the costs and requirements of long-term care. Also, find out the pros and […]
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 […]
