The three most important words for a robust retirement: save, save, save! But to make your retirement years truly golden years requires a plan to handle the unexpected. Joe and Al discuss the X-Factors that can make or break your retirement.
1. Healthcare Costs
2. Forced Early Retirement
3. Social Security
4. Emotional Investing
5. Long-Term Care
What obstacles stand in the way of your retirement? If you’re like most of us, too many to count! Not having a formal plan, overspending, and not having retirement savings are the top 3 for most people. On this episode of Your Money, Your Wealth, Joe Anderson, CFP® and Big Al Clopine, CPA show you...
Only about one in ten Americans are living their definition of financial freedom: living debt-free, living comfortably, not having to work, or being rich. Too many of us fall short of financial freedom because of a lack of retirement savings, salary constraints, debt, or unforeseen emergencies. This week, Joe Anderson, CFP® and Big Al Clopine,...
When cooking up your favorite Italian dish, the most common ingredient is pasta, and there are 350 different types. But what about your retirement recipe? The most important ingredient is the retirement plan itself, with 14 different types. So what are the best ingredients for your Recipe for Retirement? In this episode, Joe Anderson, CFP®...
A retirement strategy is like a basketball game: you want every single shot you take to be nothing but net, but sometimes you miss, and you need a Retirement Rebound. Joe Anderson, CFP® and Big Al Clopine, CPA show you how five plays can help you turn things around, get that rebound, and score a...
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