Retirement Income Solutions:

Mailbag: Paying Off Mortgage For Rental Properties, Saving For College Vs Retirement

Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.

Retiring Early

Let's take a look at what it takes for someone to be able to retire early. 

Presidential Quotes

Everybody loves a good presidential quote. Our goal here is to take quotes from past presidents and apply them to the financial world. We'll also talk about things that just don't work.

Mailbag: Paying Off Mortgage For Rental Properties, Saving For College Vs Retirement

Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.

Mailbag: Dividends, Robo-Advisors, Working After Retirement

William wants to know if dividend paying stocks can factor into his retirement plans. Karen wonders what the deal is with robo-advisors. Holly asks about working after retirement. Bill and Daniel will be answering those questions and more on today's episode.

Mailbag: Reasonable Fees, Retiring Early, 401(k) Contributions

Pam writes in to ask about what fees are reasonable for an advisor to charge. Charlotte wonders how to plan for retiring early. Regina wants to know about what portion of her income she should contribute to her 401(k). Bill and Daniel will be answering those questions and more.

Mailbag: Inheritance, 529 Plans, & Working With Multiple Advisors

Jacqueline asks what to do about a farm that she inherited. Richard wants to know about the best way to utilize a 529 Plan for college savings. Lillian gets Bill and Daniel's opinion on whether someone should work with multiple advisors.

Mailbag: Diversification, Understanding Your Prospectus, Planning For Medical Issues

Andy is wondering how to achieve proper diversification in his portfolio. Donna wants advice on understanding her prospectus. Meanwhile, Jerry needs to know how to set aside money for health problems in retirement. Bill and Daniel will be answering those questions and many more.

Mailbag: Insurance In Retirement, How Aggressive Should I Invest, Maturing Annuities

Alexus asks about getting health insurance now that she no longer has a job. Ted wants to know how to strike a balance between investing safely and investing aggressively. David is wondering what to do with an annuity that is maturing. Bill and Daniel will answer those listener questions and many more.

Mailbag: Multiple Advisors, Pensions, Budgeting

This week we will be answering listener questions about working with multiple advisors, dealing with pensions, how to go about budgeting for retirement, and much more.

Mailbag: Paying Off Mortgage For Rental Properties, Saving For College Vs Retirement

Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.

Mailbag: Dividend Paying Stocks, Robo-Advisors, Working Past Retirement

William wants to know if dividend paying stocks can factor into his retirement plans. Karen wonders what the deal is with robo-advisors. Holly asks about working after retirement. Bill and Daniel will be answering those questions and more on today's episode.

Mailbag: Reasonable Fees, Retiring Early, And 401(k) Contributions

Pam writes in to ask about what fees are reasonable for an advisor to charge. Charlotte wonders how to plan for retiring early. Regina wants to know about what portion of her income she should contribute to her 401(k). Bill and Daniel will be answering those questions and more.

Mailbag: Diversification, Interpreting Your Prospectus, Health Problems

Andy is wondering how to achieve proper diversification in his portfolio. Donna wants advice on understanding her prospectus. Meanwhile, Jerry needs to know how to set aside money for health problems in retirement. Bill and Daniel will be answering those questions and many more.

Mailbag: The Trump Tax Law, 401k Contributions With Commissions, Being Too Financially Conservative

Mark wants to clear up some confusion he has about how the new tax laws will affect his retirement planning. Carrie is wondering about how 401k contributions work with her commission-based job. Doris asks if she is investing too conservatively.

Mailbag: Young Or Old Advisor, Interest Rates, Spousal Disagreements

We'll be covering many more listener questions. Sylvia would like to know whether she should go with a younger or older advisor. Meanwhile, Jennifer wants to know what's happening with federal interest rates, and Kathy needs advice on handling financial disagreements with her husband. Bill and Daniel will be covering those questions and more on today's episode.

Mailbag: Divorce, Social Security, Life Insurance

In this episode, we'll be answering listener questions about finances during a divorce, opting out of social security, and the benefits of life insurance.

Mailbag: Multiple Advisors, Pensions, & Budgeting

This week we will be answering listener questions about working with multiple advisors, dealing with pensions, how to go about budgeting for retirement, and much more.

Mailbag: Stock Market Predictions, Rates Of Return, Blue Chip Stocks

Fred wants to know where Bill and Daniel expect the market to go in the upcoming months. Roland asks about appropriate rates of return on investments. Later, Jocelyn wonders if she should switch from blue chip stocks to another type of investment. All those questions and more will be answered on today's episode.

Mailbag: Refinancing Your Home, Variable Annuities, Planning A Legacy

Listener questions have been pouring in recently. We've got questions about home refinancing, variable annuities, legacy planning, and many more. This will be an episode you won't want to miss.

Mailbag: When To Turn On Social Security, Diversification, Long Term Care Insurance

Tony wants to know when to start his social security payments. AJ wonders if having multiple IRAs achieves adequate portfolio diversification. Patsy asks about the ins and outs of long term care insurances. We'll be answering all those questions and more.

Mailbag: Dividend Paying Stocks, Robo-Advisors, Working Past Retirement

William wants to know if dividend paying stocks can factor into his retirement plans. Karen wonders what the deal is with robo-advisors. Holly asks about working after retirement. Bill and Daniel will be answering those questions and more on today's episode.

Mailbag: Diversification, Interpreting Your Prospectus, Health Problems

Andy is wondering how to achieve proper diversification in his portfolio. Donna wants advice on understanding her prospectus. Meanwhile, Jerry needs to know how to set aside money for health problems in retirement. Bill and Daniel will be answering those questions and many more.

Mailbag: Young Or Old Advisor, Interest Rates, Spousal Disagreements

We'll be covering many more listener questions. Sylvia would like to know whether she should go with a younger or older advisor. Meanwhile, Jennifer wants to know what's happening with federal interest rates, and Kathy needs advice on handling financial disagreements with her husband. Bill and Daniel will be covering those questions and more on today's episode.

Mailbag: Divorce, Social Security, Life Insurance

In this episode, we'll be answering listener questions about finances during a divorce, opting out of social security, and the benefits of life insurance.

Mailbag: Two Advisors, Pensions & Building A Budget

This week we will be answering listener questions about working with multiple advisors, dealing with pensions, how to go about budgeting for retirement, and much more.

Mailbag: Mortgages, Wills, Trusts, and Early Retirement

We've got some listener questions this week about taking on a mortgage as you enter retirement, figuring out wills and trusts, early retirement packages, and much more.

Mailbag: Life Insurance, Business Ventures, & Options

We'll be answering listener questions about using life insurance for income, starting a business in retirement, trading options, and much more.

Mailbag: Grading Your Advisor, Anticipating A Crash, Starting Social Security

We've got another batch of listener questions this week. We'll be answering questions about how to properly evaluate your current advisor, how to prepare for the next market crash, and some of the best strategies for starting social security.

Mailbag: Long Term Care, Emergency Funds, Divorces

We'll be answering listener questions about long-term care, emergency funding, financial planning after a divorce, and much more.