Best Retirement Podcasts 2022 Retirement Podcasts are plentiful. Which podcasts are the best retirement podcasts for 2022? Here, I define a retirement podcast as an information- and planning-rich resource that focuses on the financial aspects of retirement. Other podcasts that […]
Tax Efficient Giving to Charity Tax Efficient Giving is important! What are the 5 best ways to leave money charity? After all the less you spend in taxes the more you can give! Let’s look at 5 tax efficient giving […]
Longevity Planning Financial Strategies You need to consider Longevity Planning prior to retirement. What is longevity planning? I’m glad you asked! We all know the greatest fear in retirement is running out of money. Obviously the longer you live, the […]
How Much Money Do Doctors Need to Retire? Monte Carlo and the 4% Rule How much do doctors need to retire? A fair questions, and one with an easy answer. The back of the envelope answer to the question […]
Get After Tax Contributions out of your IRA NOW! After tax contributions to a traditional IRA are a common problem. This results in basis in your IRA. That is, you have money that you have already paid taxes on […]
Physician Retirement Plan: Issues You Must Address Before Retirement What must you address in a Physician Retirement Plan? Let’s look at the big rocks of a physician retirement plan: Taken from the parable that if you have sand, pebbles and […]
The Purpose of an Annuity When I Retire Should I buy an annuity when I retire? It depends on the purpose of the annuity! Before you do anything with your money, before you invest or buy an insurance product, make […]
A Good Annuity Comprehensive Guide What is a “good annuity?” It is an annuity an advanced investor might want to buy! Usually you are sold annuities; not so with a good annuity. When considering retirement income, should you use “good” […]
How to Invest Conservatively for Retirement If you are retiring soon, you might wonder how conservative to invest. That is, what asset allocation should you have given sequence of return risk? Let’s look at a 50/50 portfolio’s historical returns! Current […]
