Planning for, or already enjoying, your retirement? This is the show for you. The success of your r
Jean Chatzky, financial editor of NBC's Today show, discusses her new book “AgeProof” about balancin
Social Security benefits are confusing - even for those who work at the SS Office. Often, the perso
Death is never a pleasant topic. What is less pleasant is passing away suddenly with no planning in
Did you know that a copy of a will may not hold up in Probate? John talks about the need to keep an
Steve Chen created a retirement planning calculator that anyone can use. The inspiration came from p
Recessions and market declines are going to happen. What are the lessons we can learn from the Tech
Non-Probate Transfers, Trusts, and how the Beneficiary Designation trumps any wishes you express in
Linda and her husband have been raising their grandchildren since birth. Both of the children’s pare
Experience is a great teacher. David Waldrop has more than 15 years of experience, the same as John
In Part 1 we covered credits, earnings limits, and more. In this episode we finish the series by tal
Part 1 in a 2-part series about what you need to know about Social Security. For more information, o
Wanda wrote in to ask why she shouldn’t add a child to her checking account? Brenda retired from a c
Can we expect 3 rate increases this year? What could that mean for the market - or our savings? Andr
In the previous episode we talked about Wills: Why you need one and what to look out for so you do i
According to a survey, 71% of Americans do not have a current Will - and half of Americans age 65 or
Devin and John answer a question from Mitch about why the Social Security Office would not recognize
Roger Whitney, the Retirement Answerman, shares his approach to spending money on fun today while st
7 doable steps for making it easier to be organized with your retirement finances. One of the bigge
What should you look for when hiring a legal advisor? In this episode we discuss the first question
Does an 18-year old need a Power of Attorney? You bet! We also discuss limitations for drawing Soci