Retirement Income Solutions:

Mailbag: Long Term Care, Emergency Funds, Divorces

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

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

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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: Mortgages, Wills, Trusts, and Early Retirement

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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: Social Security, Divorce, Interest Rates

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We've received some great listener questions on the show recently. Bill and Daniel will answer questions covering social security payments, divorce settlements, interest rate increases, and many more.

Stock Market Update: End Of Year Lows

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The stock market has been dealing with some volatility recently. What could it mean for your retirement portfolio?

Grandma’s Financial Wisdom

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Let's reflect on some wisdom that your grandmother likely shared with you when you were growing up, and how it could relate now to your finances.

Running The Retirement Marathon

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Have you ever trained for a marathon? How about a 5k or a 10k run? There is a surprising amount of similarities between preparing for those types of events and preparing for retirement. Bill and Daniel explain.

Retirement Football

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We're smack dab in the middle of football season, so now would be a good time to equate retirement with a game of football. What can we learn financially from America's favorite sport?

Financial Warning Lights

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Let's diagnose some financial warning lights in your retirement plan.

Unhealthy Financial Foods

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Let's explore some unhealthy foods and find their parallels in the financial world. You will also learn about some of the landmark ages in retirement planning, as well as a few interesting facts.

Unhealthy Financial Foods

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Let's explore some unhealthy foods and find their parallels in the financial world. You will also learn about some of the landmark ages in retirement planning, as well as a few interesting facts.

Between Jobs

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Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing. But it can also present some opportunities. Let’s discuss some of the challenges and opportunities that you need to consider if you’re between jobs.

Retirement Ain’t What It Used To Be

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In some ways, retirement planning was easier for past generations. Let's take a look at how planning has changed through the years. Later, Bill and Daniel will take a multiple choice quiz.

A Custom Fit For You

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A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also learn how age can affect wisdom.

Risk Aversion And Tax Consequences

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What is risk aversion, and does it affect you? Find out what Bill and Daniel have to say. We'll also cover the tax consequences of your investments.

Unhealthy Financial Foods

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Let's explore some unhealthy foods and find their parallels in the financial world. You will also learn about some of the landmark ages in retirement planning, as well as a few interesting facts.

It’s Anyone’s Guess

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Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess. To help find these answers, let's help you recognize your inner voice of greed.

Unanswerable Questions

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Bill and Daniel will help answer some questions that you can't answer for yourself.

The Financial Red Zone

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Let's discuss the financial red zone. What is it? How do you make it through? Bill and Daniel will also fill in some blanks in your retirement plan.

Are You Financially Healthy?

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This week, we'll determine the quality of your financial health. We'll also explore the importance of legacy planning.

Retirement Baseball

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Join us as we seek to avoid cutting corners in retirement planning. We'll also take some pointers from America's pastime, baseball!

Unreasonable Requests

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While certainly none of our listeners would be guilty of making any of these unreasonable requests, let's talk about some of the unreasonable requests we sometimes hear.

Risk Aversion And Tax Consequences

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What is risk aversion, and does it affect you? Find out what Bill and Daniel have to say. We'll also cover the tax consequences of your investments.

Living The Dream

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This week, Bill and Daniel will teach you how to put your pride in check, and live the dream in retirement. That's right; you'd be surprised in what we can accomplish in under an hour.

Mind The Gap

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If you've ever ridden the subway in London, you've probably noticed the "Mind The Gap" signs warning you to beware of the gap between the train door and the station platform. Let's talk about minding the gaps in your retirement plan. We'll also discuss the financial issues we tend to procrastinate.

Just What The Doctor Ordered

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Think of Bill and Daniel as your financial doctors. Hear what they would prescribe for some symptoms you may be experiencing. After that intial consult, we'll also identify some red flags you should watch out for in your portfolio.

A Custom Fit For You

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A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also learn how age can affect wisdom.

Things That Don’t Matter Until They Do

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Everyone has something they want to do or accomplish in retirement. Let's talk about your retirement goals. We'll also talk about some things in the financial world that don't matter...until they do.

Not Your Parents’ Retirement

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Your retirement will look much different than your parent's. Find out why. We'll also help you try to determine your spending personality.

Uncommon Sense

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In this episode of Retirement Income Solutions, we'll help you understand the importance of non-correlated income. Later, we'll go over uncommon sense - pieces of advice that sound common but are rarely seen in practice.