Podcast

Thinking about working part-time in retirement? You're not alone! Many retirees choose to keep working for extra income, social connection, or to stay mentally sharp. But a part-time job in retirement looks different than a full-time career. In this video, we explore 8 essential things to consi...

✅ * FREE RETIREMENT ASSESSMENT * ✅ In today's video, we are going to discuss the "5 BIG Purchases Retirees (Almost) Always Regret!" 🛑 Financial mistakes can cause significant stress and uncertainty, especially during the retirement years when income is fixed. If you’re retired or nea...

In this episode, we explore five sources of tax-free retirement income. Understanding these sources can be crucial for minimizing your tax burden during retirement.  In this episode, we'll break down each source, explain its benefits, and guide you on how to potentially incorporate it into ...

Deciding when to claim Social Security benefits is a decision that affects millions of retirees. In this episode, we delve deep into a popular question: should you claim Social Security early and invest the money? We'll break down the benefits, potential risks, and key factors to consider. Fr...

Are you looking for a smart and tax-efficient strategy to boost your retirement income? In today's video, we delve into the powerful concept of utilizing a taxable brokerage account to maximize your tax-free retirement income. ✅ Understanding the concept: We begin by exploring the ins and outs ...

In this episode, we explore the complexities of earning an income and receiving social security benefits. Key points covered in this episode: -Case Study: A real-life scenario where a prospect's social security payments were abruptly stopped, leading to confusion and concern. -Understanding Soc...

Today we are diving deep into one of the most pressing issues concerning retirees: managing taxes and controlling income in retirement. Especially, when those RMDs can cause a significant portion of your social security benefit to be taxed. Another looming issue is the longevity risk, the fear of o...

Are you nearing retirement and wondering how to maximize your Social Security income? Maximizing Social Security benefits is key to retirement planning. In this video, we'll show you five key steps to ensure you get the most out of your Social Security benefit and we'll tell you exactly how...

In this episode of "Retirement Made Simple," we delve into the fascinating world of guaranteed income and its profound impact on retirement spending. We explore why many retirees, despite having sufficient funds, often underspend in their golden years. We discuss the findings of the Healt...