Retirement Income Solutions

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.

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: 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: Social Security, Divorce, Interest Rates

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

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

Grandma's Financial Wisdom

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

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

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

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

Unhealthy Financial Foods

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

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

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

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.