We'll dive into some listener questions with Kyle this week on the mailbag edition of the podcast. Jeff is curious about retiring early at 55, and Harriet has recently inherited a rental property that she's not sure she wants to keep. To finish out the episode, we'll go over some tips on preparing for summer vacation that might also apply to retirement planning.

A lot has been happening in the news, so we're going spend some time with Kyle analyzing recent headlines. We'll look into a rumored partnership between Kohl's and Planet Fitness, as well as the multitude of upcoming movie releases by Disney. And finally, we'll discuss the possible implications of McDonald's discontinuing their lobbying efforts against minimum wage increases.

This week, we dive into a handful of listener questions. Is it necessary to work with a financial advisor if you've got a pension? What should you consider when approaching retirement if you have a large amount of assets tied up in real estate? Tune in to hear Matt's thoughts.

We get a lot of questions from listeners wanting to know how they can determine when it will be “safe” for them to retire. Let’s look at some of the key factors that help a person define what “safe” means and when they can indeed pull that retirement lever.

This week, we'll find out what you can do if you've gathered a handful of 401(k)s from previous jobs and you're looking to consolidate them into a more simplified and effective financial plan. We'll also dive into a mailbag question about how to handle a large cash settlement from an auto accident.

In many areas of our culture, the do-it-yourself mentality is really popular. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design, and how to do those things without professional help. Let’s talk about what the DIY mentality looks like in retirement planning.

April 11, 2019

Factoring In Inheritances

You know that you're likely to receive an inheritance from a parent or relative, and it will likely go a long way towards helping you save towards retirement. But how should you take that future inheritance into consideration in regards to your overall retirement plan?

Many people are unaware that when they retire, up to 85% of their social security benefits can actually become taxable. But how exactly how much will be taxed and what can we do minimize these potential losses?

March 28, 2019

Handing Over The Reins

How can someone with a strong financial background and a confident, do-it-yourself attitude benefit from a financial advisor? Sometimes it's hard to back away and let someone else take over even when you'd rather free up your time for other things. Kyle discusses some of his own personal experiences with that question.

What options do you have if you've already put the maximum amount into your Roth IRA for the year? Or worse, what happens if you've contributed too much? Tune in this week to find out.

Any advisor worth his or her salt is going to have a conversation with you about risk. But what in the world is “risk tolerance”? It’s a buzzword that gets used a lot in meetings with financial advisors, but we’ve found that a lot of people don’t have a great understanding of how their risk tolerance truly impacts their financial and retirement plans. Let’s fix that and give you the 411 on risk tolerance.

What are your options for continuing to save for retirement if you've maxed out your 401(k) contributions? Kyle will give you some helpful tips on this week's mailbag episode.

Kyle tackles a listener question about the pros and cons of paying off the house versus continuing to get a tax deduction.

It’s great that people are living longer and longer, but how can you be sure that your retirement plan is built to last as long as you do? Matt discusses the financial impact of a longer life expectancy.

Matt answers listener questions about holding onto an old life insurance policy, securing your investments in your final working years, and more.

Not everything in financial planning is black and white. In fact, most things aren’t black and white—there’s usually a lot of gray area. Let’s identify some of the issues that usually require a nuanced discussion…

January 31, 2019

Episode #112: In The News

David examines recent financial headlines on fiscal responsibility, IRA contribution limits, and a Forbes article on the world's richest one percent.

Bailey writes in with a question on whether to protect her money or get more growth from the stock market. Kyle weighs in with his expertise.

We had a listener to write in saying his wife's health had forced her into an early retirement. Kyle helps us to understand how to prepare when an unexpected retirement arises.

Seattle implemented a “soda tax” at the beginning of the year and so far it’s brought in $10 million in revenue. Kyle shares his thoughts on how that might affect people's buying habits and even your own financial life.

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