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Retirement Reality

Running The Retirement Marathon

Running The Retirement Marathon

Retirement is a lot like a marathon. Let's discuss how to prepare for the longest run of your life. We'll also talk about handling major life events to make sure that you get through your retirement as smoothly as possible.

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How To Handle A Forced Retirement

How To Handle A Forced Retirement

For anyone being forced into retiring earlier than they planned (or at least being presented with that option), we’ve found that there are often some common questions that they’re asking. To help consider these questions, we'll go over some financial warning signs.

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What Is A Fiduciary?

What Is A Fiduciary?

This week, we'll determine the quality of your financial health. We'll also explore the meaning behind the fiduciary standard and the importance of legacy planning.

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Between Jobs

Between Jobs

Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing. But it can also present some opportunities. Let’s discuss some of the challenges and opportunities that you need to consider if you’re between jobs.

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Irreversible Decisions

Irreversible Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. To help make that right call, we'll discuss reading the fine print on several investments.

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Retirement Ain't What It Use To Be!

Retirement Ain't What It Use To Be!

In some ways, retirement planning was easier for past generations. Let's take a look at how planning has changed through the years.

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Financial Rules Of Thumb

Financial Rules Of Thumb

We'll evaluate some rules of thumb and see how Marty and Jason go against the grain of the financial industry.

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Don't Get In Your Own Way

Don't Get In Your Own Way

Let’s talk about some of the common ways that people get in their own way when it comes to financial planning. To make sure you don't get in your own way, let’s lay out the priorities you should focus on during your last decade of earning a paycheck.

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Agree OR Disagree?

Agree OR Disagree?

Let's play a game of agree or disagree. Let's see what the team thinks about several financial opinions that we'll throw their way.

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It's Anyone's Guess

It's Anyone's Guess

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess. To help find these answers, let's help you recognize your inner voice of greed.

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Important Ages

Important Ages

Let's learn about some of the landmark ages in retirement planning, as well as why life insurance might be a good fit for your needs.

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