Eric is joined by Jean Chatzky of NBC’s TODAY show to discuss their predictions for what the financial recovery post-COVID-19 will look like, plus everything you need to know about the upcoming HSA Day. Covered during the episode: COVID-19 financial…
Eric is joined by Jeff Tidwell and Carole McManus, co-authors of the book “Next for Me” to discuss—and abolish—the stigma that follows older individuals as they look for work. The lesson: you don’t have to grow up just because you get older….
With an election coming up and a second stimulus package being discussed, assuming that we’ll be seeing a change in taxes is a pretty safe bet. Tax changes can have a significant impact on lifestyle for retirees—but that impact can be minimized through proper planning. Read the Article
Retiring is a huge life event, and it isn’t one that comes with many do-overs. You have to get it right the first time. Luckily, there are ways to prepare for retirement—and even practice it—to help ensure you’re ready when the day comes. Read the Article
Eric is joined by retirement and relationship expert Marianne Oehser to explore an aspect of retirement planning that’s non-financial: planning for happiness. Bullet points of what is covered during the episode How retirement can adversely…
The day you retire, a weight on your shoulders seems to remove itself as you no longer need to work to survive. But, among the bliss that is your 20-year vacation, there is a list of risks that retired individuals face more now than when they were working. Read the Article
In a perfect world, everyone would have an in-depth understanding of their finances, and a financial professional in their corner helping them through the big decisions. But, if you had to choose one, which is more important: financial literacy or a good advisor? Let’s explore the options. Read the Article
No matter where they live, what they did with their lives, or how much money they have, there are three things I have observed over my career that happy retirees have in common. The good news is, these are things you can plan for. Read the Article
Eric is joined by soon-to-be-retired financial advisor Kathe Kline to discuss rocking your retirement by focusing not only on the financial aspect of retirement, but the social, family, entertainment, and spiritual aspects, among others. Show notes…
As a financial planner who spends his life helping individuals plan for retirement, advising you to not retire may seem counterproductive. But it’s what I’m about to do. Why? Retirement—in a traditional sense—is unhealthy. I think retirement should be avoided as much as possible, and here’s why. Read the Article
