Podcasts

Did you know you can open a Roth IRA for your kids? You can establish as a guardian on the account and manage it for your children!

As a result of rising inflation, the US government plans to increase social security benefits in 2023. This will be the highest increase in 40 years.

An individual 401k, Solo K, or Individual k, is a 401k plan specifically designed for small business owners who have no employees. Listen to this interview with Kristen McGarry CRPC from Pacific Life.

Chris talks with Dragon Boat coach, Bob Kane, on what Dragon boating is, how it is an important escape for retirees, and the philanthropy behind it all.

RMDs are a very complex subject that affect everyone differently. They can have a large impact on your tax bracket because this counts as your income. Here are a few planning ideas to make the most of and plan around RMDs.

A continuation of the previous episode “The 4% Rule”, Chris & Pacific Life Chartered Retirement Planning Counselor, Kristen McGarry, dive deeper into its simplicity, meaning, & uses for long term retirement income planning.

Learn what the 4% rule is and how it is a helpful guideline for planning for your retirement.

Not having a beneficiary for your retirement accounts can be a costly mistake in the long run! Learn the reasons why it’s important to designate a beneficiary for your retirement accounts.

Healthcare in retirement is currently ranked as number two but is on its way to number one. Chris interviews Tim O’Mally from the Nationwide Retirement Institute on this topic & Medicare. This is part 3 of a 3 part series

Retirement most likely can affect women differently than men! Learn what the differences are in this interview with Roberta Eckert from the Nationwide Retirement Institute. This is part 2 of a 3 part series.

Social security is a very complex topic to cover. Chris & Vice President of the Nationwide Retirement Institute, Steven Calandra, talk about social security and its many aspects that may affect your retirement. This is Part 1 of a 3 Part Series.

Health Savings Accounts are a useful, tax efficient investment vehicle that can save you money in taxes in the long run. Chris interviews Nationwide’s very own David Harris on what this tax efficient vehicle is and what it can do for you in your retirement!

Planning for Retirement can be tricky at times because of taxes. Learn how Roth IRAs can fit into a tax efficient retirement income plan.

Chris interviews Vice President of the Nationwide Retirement Institute, Steven Calandra, on a deeper dive into tax efficient retirement income planning. This is part 1 of a 3 part series on tax efficient retirement planning

Due to Inflation, Social security benefit checks are increasing 5.9% based on the cost of living adjustment (COLA) set by the Social Security Administration. This is the biggest annual Increase we’ve seen since 1982.

There are a few risks that every pre-retiree on the homestretch should know in order to be properly prepared for their retirement. Know what risks you should mitigate & how!

Learn what you have to consider before taking on massive student loan debt!

Learn how to simplify your financial life as much as you can! Don't allow your finances to get more complicated than they need to be!

Don’t be caught off guard! Here are 6 surprising retirement facts no one tells you about!

Learn the importance of making sensible financial choices over making frugal ones.