The Year You Retire

The Year You Retire

Por: John Bever and Jim Uren
The year you retire is certainly one of the most exciting times of your life, but it is also one of the times when we are, financially speaking, the most vulnerable. But the good news is that with the right know-how, tools and planning, you can minimize your risks and vulnerabilities and focus your efforts on those things that will truly make your golden years golden.
Join CERTIFIED FINANCIAL PLANNER™ professionals, John Bever and Jim Uren as they discuss the latest strategies to help make the year you retire your best year yet.
18 episodios disponibles

Latest episodes of the podcast The Year You Retire

Do I Have to Pay Taxes on My Social Security Income? 24/06/2024
Reduce Your RMD Tax Hit: Essential Tips for Retirees 03/06/2024
Should I Pay Off My Mortgage Before I Retire? 29/04/2024
How to Save Big on Your Capital Gains Tax Bill 15/04/2024
Getting the Most Out of Social Security Spousal Benefits 01/04/2024
To Convert or Not to Convert: How to Know if a Roth Conversion is Right for You 18/03/2024
A Guided Tour Through Our Financial Planning Process 04/03/2024
7 Primary Retirement Predators 19/02/2024
Budgeting Tools and Apps 05/02/2024
Financial Advisor or DIY? 23/01/2024
Getting the Most Out of Your Charitable Giving 08/01/2024
7 Principles of Retirement Happiness 01/01/2024
Navigating the Medicare Maze 25/12/2023
Getting The Most Out of Social Security 18/12/2023
How Can I Earn More on My Short-Term Savings? 18/12/2023
Head-to-Head Battle of the IRA vs 401k 18/12/2023
What's This Going to Cost Me? 18/12/2023
Trailer 14/11/2023
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