Retirement Revealed
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Latest Episodes
Remarriage & Social Security: What Happens Next!
Exploring the rules & options for how to handle the Social Security survivor benefit in the event of remarriage.
How Money Talk Can Transform Your Marriage and Retirement
5 steps to improve your money talks in marriage to set up a better retirement and financial plan with your spouse.
How to Decide the Right Time to Take Your Pension
Learn how to calculate the impact on your pension from changing your start date and evaluate the value of your pension based on your financial situation.
How Financial Advisors Make Money
Examining the different fee structures for financial advisors and the typical situations that people utilize them in, as well as the red flags to look out for when looking for an advisor.
Maximizing Your Spousal and Survivor Social Security Benefits
Discovering the link between Social Security benefits within a couple and breaking down the consequences of deciding when each person starts taking it.
How do Annuities Work? With David Lau
David Lau of DPL Financial Partners discusses the ins and outs of annuities, what to look for in a good annuity and how to utilize them properly in your retirement plan.Annuities are a hot button topic among investors, but my guest in this weeks R
Key Findings from 2024 Retirement Survey You Can’t Miss
Identifying retirement sentiment from the Employee Benefit Research Institute (EBRI) retirement confidence survey and examining the strategies you can use to avoid unnecessary financial strain in retirement.
HSA Health Savings Accounts Strategies for 2024
Identifying the common health savings account mistakes, identifying key strategies to maximize your HSA and exploring some of the practical ways to utilize your HSA over your lifetime.If you're like many people, you might not be getting the most out o
Are You Better Off Renting or Buying a Home in Retirement?
Comparing the costs, risks and opportunities of buying and renting a home in retirement in todays housing market, and some strategies to increase your appeal to lenders.
Are You Spending Too Little in Retirement?
A deeper look at the risks that prevent people from spending in retirement through the analysis of retirement spending data and evaluating strategies to mitigate those risks and lower the stress and anxiety of retirement financial planning.