FINANCIAL LITERACY

Income annuities and fixed indexed annuities might be better than bonds for retirees, but it depends on your own situation and goals. Let's look at some options.

In this episode of Retire You Way Radio, we talk about more than just money. We look at the relationship of money, health, and time and how to maximize those resources to create memorable experiences throughout your life.

What's up with the housing market, and how is there a housing shortage? Tim Doehrmann, CFP®, answers these questions here and on Retire Your Way Radio.

Parts of the SECURE Act 2.0 go into effect January 1, 2023. There is a lot to unpack, but Tim hits on the highlights and how it will affect your retirement.

A good, comprehensive financial advisor can boost investment performance by using tax planning strategies, such as asset location. Here's how.

On Retire Your Way Radio, I talked about annuities and how to decide whether or not to include them in your retirement portfolio.

A break-even analysis is useful for comparing investments, but Social Security is not an investment. Social Security is more like an insurance policy.

On Retire Your Way Radio, Tim shares a list of 7-figure retirement dos and don’ts. List lovers will appreciate these 8 financial tips for a successful retirement.

Moving to a state with no income tax in retirement sounds great, but what about property taxes, sales taxes, and insurance rates? Move for lifestyle, not taxes!

On Retire Your Way Radio, I talk about how proposed guidance from the IRS about required minimum distributions (RMDs) from inherited IRAs could affect you or your heirs.

The jump to retirement is a big change after working full time for many years or decades. But what if you could start with a part-time retirement? Here's how!

In this episode of Retire Your Way Radio, I talk about how asset location can be combined with your desired asset allocation to reduce your taxable income.

2021 has been called the Great Resignation as Americans chose to leave their jobs in record numbers. But is the Great Resignation sustainable for retirees?

Raise your standard of living for half the cost by living abroad? On Retire Your Way Radio, I share some benefits and tips for living abroad in retirement.

Are you considering Social Security? On Retire Your Way Radio, I give you the facts beyond the headlines about Social Security being depleted sooner than expected.

On Retire Your Way Radio, I’m sharing a recent Morningstar study about why investors underperform every year and how to improve your returns. I also tie in how advisors can add value.

On Retire Your Way Radio, I talk about the U.S. national debt, why the debt ceiling doesn't really matter, and the role of Modern Monetary Theory.

Do you feel a rush to retire? On the Retire Your Way Radio podcast, I review an article about more Americans considering retirement now due to the pandemic.

On Retire Your Way Radio, I share how to decide if you can self fund for long-term care and the two types of long-term care insurance with pros and cons.

In this episode of Retire Your Way Radio, I interview Maggie Klokkenga, financial coach and owner of Make a Money Mindshift, and we dive into our money mindset.