Episode 5: Wellness & Wisdom Series

Episode 7: 10 Best States to Live in Retirement

* What makes a good state to retire? * What is the weather like? * What about taxes? * What about cost of living? * What about health care? * What about social issues?

Episode 6 - Everything You Ever Wanted to Know About Annuities

* Need tax deferral, guaranteed income, or protection * The need to understand your options * Learn about new strategies * The real scoop about buying/owning an annuity

Episode 5: Wellness & Wisdom Series

* Health – Staying active, eating healthy and being conscious are key! * Wealth – Having a written financial plan is key, implement a strategy and relay on a specialist. * Fulfillment – Figure out what a fulfilled retirement looks like and find a way to achieve it.

Episode 4: Critical Considerations in Your 50s, 60s & 70s

* Income planning and understanding your withdrwawal rate * Planning for Social Security, Medicare and Long-Term Care * Required Minimum Distribution, avoiding IRS penalties, the new RMD rules and CARES Act * Estate & Legacy planning, which documents you need (and why), gifting, avoiding probate, wills vs. trusts and more.

Episode 3: Your Health & Your Wealth

* Your Health During and After the Pandemic * Highlights of the CARES Act * Upside Capture & Downside Protection * This is a time to be opportunistic & NOT pessimistic