People ask us what our retirement planning process looks like. Join us for part two of our series detailing one couple's journey through retirement.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-81-planning-process/
Empowering Women in Financial Planning
3rd and 4th Quarter Financial To-Do List
Understanding Tax Laws Can Help You With Investing Decisions
Unasked Questions About The Stretch IRA
Early Retirement, NOT In A Lower Tax Bracket, & Defining Your Financial Security
Adam Quiney On Your Relationship With Money
SECURE Act & Gifting vs. Inheriting
Roth IRA Follow Up And Inheriting Something I Don't Want
Roth IRA Contribution Limits And Other Questions
Estate Planning Essentials: Beneficiary Forms And Legal Documents
What's The Value Of An Advisor?
Julie's Story - A Client's Perspective
Mailbag: Savings, Roth or Traditional IRA, College Planning
Episode #93: Harlan Accola - Behind The Curtain of Reverse Mortgages
Episode #92: What The Rich DON'T Do With Their Money
Episode #91: Mailbag - Social Security, Inherited Stocks, Market Recessions
Episode #90: Relocating In Retirement
Episode #89 Understanding Risk Tolerance
Episode #88: Market Volatility & Risk
Episode #87: Mailbag - Paying Off Your House
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