Episode 17: Leaving (and Receiving) a Legacy

Episode 18: Creating Your Personal Financial Action Plan

This episode revisits the Personal Financial Philosophy Statement from Episode 1, gives you an opportunity to create a Financial Inventory and a Financial Action Plan, and then includes links to resources to continue your learning. Slides: bit.ly/Fischpod18S [http://bit.ly/Fischpod18S] Transcript: bit.ly/Fischpod18T [http://bit.ly/Fischpod18T] Video: bit.ly/Fischpod18V [http://bit.ly/Fischpod18V] Social: karlfisch on ⁠Bluesky⁠ [https://karlfisch.bsky.social] ⁠Twitter⁠ [http://twitter.com/karlfisch], ⁠Facebook⁠ [https://www.facebook.com/karlfisch/], and ⁠YouTube⁠ [https://www.youtube.com/karlfisch] or email me directly at karlfisch at gmail dot com

Episode 17: Leaving (and Receiving) a Legacy

This episode explores the estate documents every adult needs to have, the importance of establishing designated beneficiaries, what you should do with assets you receive as an inheritance, and ways you can perhaps leave part of your legacy while you are still alive. Slides: bit.ly/Fischpod17S [http://bit.ly/Fischpod17S] Transcript: bit.ly/Fischpod17T [http://bit.ly/Fischpod17T] Video: bit.ly/Fischpod17V [http://bit.ly/Fischpod17V] Social: karlfisch on ⁠Bluesky⁠ [https://karlfisch.bsky.social] ⁠Twitter⁠ [http://twitter.com/karlfisch], ⁠Facebook⁠ [https://www.facebook.com/karlfisch/], and ⁠YouTube⁠ [https://www.youtube.com/karlfisch] or email me directly at karlfisch at gmail dot com

Episode 16: Health Insurance in Retirement

This episode explores your choices for health insurance in retirement and gives you some suggestions on how to think about and evaluate them. Slides: bit.ly/Fischpod16S [http://bit.ly/Fischpod16S] Transcript: bit.ly/Fischpod16T [http://bit.ly/Fischpod16T] Video: bit.ly/Fischpod16V [http://bit.ly/Fischpod16V] Social: karlfisch on ⁠Bluesky⁠ [https://karlfisch.bsky.social] ⁠Twitter⁠ [http://twitter.com/karlfisch], ⁠Facebook⁠ [https://www.facebook.com/karlfisch/], and ⁠YouTube⁠ [https://www.youtube.com/karlfisch] or email me directly at karlfisch at gmail dot com

Episode 15: Cash Flow in Retirement: Social Security, Pensions, and Safe Withdrawal Rates

This episode explores how you will generate the income necessary to pay for your lifestyle when you are no longer working. Slides: bit.ly/Fischpod15S [http://bit.ly/Fischpod15S] Transcript: bit.ly/Fischpod15T [http://bit.ly/Fischpod15T] Video: bit.ly/Fischpod15V [http://bit.ly/Fischpod15V] Social: karlfisch on ⁠Bluesky⁠ [https://karlfisch.bsky.social] ⁠Twitter⁠ [http://twitter.com/karlfisch], ⁠Facebook⁠ [https://www.facebook.com/karlfisch/], and ⁠YouTube⁠ [https://www.youtube.com/karlfisch] or email me directly at karlfisch at gmail dot com

Episode 14: Investing Part 4: Saving and Investing for College with a 529 College Savings Plan

This episode looks at the advantages of using a 529 College Savings Plan to save and invest for postsecondary education. Slides: bit.ly/Fischpod14S [http://bit.ly/Fischpod14S] Transcript: bit.ly/Fischpod14T [http://bit.ly/Fischpod14T] Video: bit.ly/Fischpod14V [http://bit.ly/Fischpod14V] Social: karlfisch on ⁠Bluesky⁠ [https://karlfisch.bsky.social] ⁠Twitter⁠ [http://twitter.com/karlfisch], ⁠Facebook⁠ [https://www.facebook.com/karlfisch/], and ⁠YouTube⁠ [https://www.youtube.com/karlfisch] or email me directly at karlfisch at gmail dot com