Long marriages a successful in part because we spend time at work! What happens when you no longer work and instead are with your spouse 24/7? This episode is about practical things you can do to prepare your relationship with your significant other. Hint: One solution is “practicing for retirement" For more information, please visit www.retirewithclarity.com

Retire With Clarity

Will you want to hang with your spouse 24/7 when retired?

People have questions about retirement. One of those questions is “what other questions should I be asking”” The easiest way to discuss this is in the context of the Money Master Plan Roadmap. Stonebridge Financial Group’s process is called Money Master Plan. In this episode we discuss the 5 key areas the MMP addresses. 1. Income Distribution Plan 2. Investment Plan 3. Tax Plan 4. Healthcare Plan 5. Legacy Plan Learn more at http:www.retirewithclarity.com

The Five key areas the Money Master Plan addresses (Part 3 of 3)

The Five key areas the Money Master Plan addresses (Part 2 of 3)

The Five key areas the Money Master Plan addresses (Part 1 of 3)

In this episode, we discuss if people underestimate how long their retirement money needs to last. For more information, visit www.retirewithclarity.com

True or False? People underestimate how long their retirement money needs to last.

In this episode, we look at a study that shows 62% of Americans do not have a financial advisor. We discuss the reasons why. For more information, please visit www.retirewithclarity.com.

Why 62% of Americans do not have a financial advisor

In this episode, we ask what is on your bucket list. How encouraging yourself to expand your bucket list can improve your love of life and retirement. For more information, please visit www.retirewithclarity.com

What is on your bucket list?

In this episode, we discuss safe money vs. risk money - which should you have and how much? For more information, please visit www.retirewithclarity.com

Safe Money vs Risk Money

This episode is about why the so called Social Security experts are actually costing retirees money. We also talk about the important survivors benefits in Social Security. For more information, please visit www.retirewithclarity.com

Social Security Experts Costing People Money

In this episode, we talk about tax problems that retiree’s have PLUS tax inefficiencies that most advisors are overlooking for retirees. For more information, please visit www.retirewithclarity.com

Tax Inefficiencies for Retirees

People ask about Social Security. We discuss what you need to know about Social Security claiming in this episode including why it might not be as simple as you think! For more information, please visit www.retirewithclarity.com

People ask about Social Security.

On this episode, we discuss common questions families ask in our office about retirement. For more information, please visit www.retirewithclarity.com

Common questions about retirement

Find out the answer to this question and many more on this week's show! For more information, please visit www.retirewithclarity.com

What does March Madness tell us about retirement?

Listen in to last weeks show! On this weeks show… most parent don’t regret this decision, even though they should. We’ll tell you what it is. Considering the recent tax cuts, is now a good time to do a Roth conversion? Plus, what you know that Bill Gates doesn’t. For more information, please visit www.retirewithclarity.com

What you know that Bill Gates doesn’t (about retirement)

Here’s the recording of last week’s show! See below for the topics discussed: 7:51 How taxes differ when you stop working. 15:40 Happy birthday to the ROTH IRA! 19:08 What are you doing to help the longevity of your money? 27:55 Is a fixed index annuity a good alternative to bonds? 34:30 Do you have collectables included as part of your retirement plan? 39:22 What is the future service relationship you will have with your financial advisor? 43:40 How to not withdraw money during a down market. For more information, please visit www.retirewithclarity.com

How to not withdraw money during a down market

Every day of our adult lives, we make financial decisions that are going to affect our ability — or inability — to retire. And most of us don’t even realize it! How often do you take time to look at the financial “big picture” and think about how your choices might affect your tomorrow? Planning for retirement can be confusing, to say the least. And that’s why we’re happy to tell you about our show, called Retire with Clarity. http://www.retirewithclarity.com

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Retire With Clarity

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