Episodes

Tuesday Nov 22, 2016
Financial Anxiety, Proper Investments, And 401(k) Rollovers
Tuesday Nov 22, 2016
Tuesday Nov 22, 2016
We've devoted this week's show almost entirely to your listener questions. We'll discuss the anxiety you sometimes feel as you withdraw money from your retirement accounts. We'll also try to help one listener determine whether to purchase annuities or mutual funds. Finally, we'll explain the ins and outs of 401(k) rollovers.

Wednesday Nov 16, 2016
Making Decisions - Retirement Regrets - Integrated Planning
Wednesday Nov 16, 2016
Wednesday Nov 16, 2016
Jeannette analyzes how and why people make certain financial decisions. She'll point out how we're often basing our decisions on the wrong information and reveal how we let our emotions (unfortunately) lead the way. She'll also cover some common retirement regrets and share tips on how to you can avoid having those same regrets in your retirement years. And what's the skinny on "integrated planning"?

Wednesday Nov 16, 2016
Medicare Details - Forced Retirement - Life Stage Planning
Wednesday Nov 16, 2016
Wednesday Nov 16, 2016
What are the important things to know about medicare? What do you do if you're forced into retirement? Jeannette answers those questions on this week's show, plus she'll tell you all about the importance of life stage planning. She'll also answer listener questions about annuities and whether you should have a will or trust.

Wednesday Nov 16, 2016
Longevity - Life Insurance - Retirement Fears
Wednesday Nov 16, 2016
Wednesday Nov 16, 2016
How do you plan for an unknown life expectency and what kind of danger does longevity pose to most of our retirement plans? Jeannette and Angelia tackle that question this week, plus they'll cove the ins and outs of life insurance, discuss the important things couples need to focus on in their financial plan and they'll address some of the top retirement fears.