Keith Spencer, CFP®’s Post

Getting close to retirement? Retired already? We recommend checking out this great podcast episode by Morningstar, inviting the author of “How to Retire”, Christine Benz, to talk about the financial and emotional sides of retirement. https://lnkd.in/dxfyCmJc

Do you want to start talking to your parents about money? Kate Campbell chats with Bec Wilson, an expert on modern retirement. Bec’s mission is to share the proven ways you can create a better midlife and a modern, epic retirement. This conversation is all about giving you the tools and resources you need to start talking to your parents (or maybe even yourself) about money and having an epic retirement. https://lnkd.in/g7M-Hhem #podcast #personalfinance #moneyconversations

If you have some time and are interested in Podcasts, I encourage you to check out The Retirement Playbook. Each week I get together with John Croze and Jeff Shade to give you the straight talk and honest answers you need to understand the complexities of retirement planning. In this episode we discuss Tips to help your finances last, How to rebalance from within your IRA, Ten essentials for retirement, and Transitioning from work life to retirement life. #RetirementLiving #RetirementPlanning #Transition #WorkLife #Tips #RetirementTips #Podcast

🎙️ Ep 31 of The Humans vs Retirement Podcast is OUT NOW... ...And it's a great conversation with Dimensional Fund Advisors Head of UK & Ireland Adviser Group, David Jones Here are the 3 big takeaways from our conversation: 👉 Retirement planning is a complex process that requires careful consideration of financial and non-financial factors. It is important to have a well-defined financial plan that takes into account income needs, expenses, and investment strategies. 👉 The transition into retirement can be challenging, as individuals face decisions about when to retire, how to maintain their lifestyle, and how to find purpose and social connections in this new phase of life. 👉 Investing in retirement should be based on evidence-based and academically proven methods. This involves understanding the risks and uncertainties associated with retirement income, managing volatility, and ensuring a sustainable income stream throughout retirement. Financial planning plays a crucial role in helping individuals make informed decisions and navigate the complexities of retirement. This episode (and the other 30) are all available on where you get your podcasts, go download it!

Looking to retire early? Don't miss the latest episode of the 90 Days From Retirement podcast. In this episode, our wealth advisor, Jaeden May, CFP®, CPA, NSSA®, joins host Erik Soderborg to discuss the crucial factors to consider for early retirement and share practical steps to turn this dream into reality. Tune in for these valuable insights and start planning your journey towards early retirement today. https://hubs.li/Q02pBTZs0 For more information on retirement or to set up a meeting with Jaeden, visit https://hubs.li/Q02pC1QG0 #GoTogether #AdamsWealthAdvisors #90DaysfromRetirement

Many advisors tend to focus on the investment side of retirement planning, but their clients may need more help with their financial goals. Nate Miles explains on the Retirement Revealed podcast with Jeremy Keil of Keil Financial Partners. #podcast #retirement

A new episode of the "Retirement Plan Playbook" podcast is out! In this episode, we discuss the concept of sequence risk in retirement planning. Sequence risk refers to the risk of receiving lower or negative returns early in a period when retirees begin to withdraw money from their retirement funds. We examine how strategies like portfolio diversification, maintaining a bigger cash reserve, and hiring a financial planner can mitigate sequence risk. Listen now to the "Retirement Plan Playbook" podcast and don't forget to subscribe!

Will you have enough money in retirement? How do you know? Learn the critical warning signs in a special episode of Get Invested this week, where sharemarket expert Louise Bedford joins me to help you get set up for life after work. Tune in now.

In this week's episode of the Retire While You Work® podcast, the team discusses various risks that can impact your retirement plan and how to safeguard against them. They focus on inflation, longevity, healthcare costs, market volatility, and tax rates as potential threats to retirement. However, it's important to note that everyone may face different risks and is not necessarily subject to all or any of these. Watch the full podcast here: https://lnkd.in/edkd_MwJ #retirement #retirementplanning #retirementrisks #financialplanning

🔊 Sound On! Introducing Episode 28 of "Not Just Numbers": The First Installment in Our Pre-Retiree Education Series (1 of 5) - Retirement Income In this thought-provoking episode, Madison and Mike delve into the critical components of designing a successful retirement income strategy. They discuss:The importance of diversifying income sources Strategies for managing healthcare expenses in retirement Techniques for optimizing investment returns. Madison and Mike emphasize the significance of adopting a comprehensive and strategic approach to ensure financial stability throughout your retirement years. Their insights are invaluable for anyone looking to create a robust retirement plan. This episode is just the beginning of our Pre-Retiree Education Series. In the upcoming episodes, Madison and Mike will tackle other crucial topics, such as integrating social security into your retirement plan. Don't miss out on this opportunity to learn from the experts and take control of your financial future. Click the link below to listen to the full episode and start crafting your dream retirement today. Be sure to follow our podcast for more informative episodes in this series. https://apple.co/3IsrCdp #RetirementPlanning #FinancialWisdom #PreRetireeEducationSeries #RetirementIncome #InvestmentStrategies #FinancialStability