Episodit
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As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: ânew year, new me!â To figure out what the new âyouâ is all about, sometimes it helps to reflect first on what youâve done in the past and what you want to change moving forward. Today, weâll talk about the financial decisions and habits youâve maybe had in the past and what changes you can make this year to embrace the new you.
This week, we're diving into more fun 'getting-to-know-you' questions and sharing two inspiring quotes from Conrad Hilton and Tim Ferriss. Then, as a special treat, weâll feature a second main topic that might just be a new Sam favorite: What Dolly Parton Can Teach You About Smart Money Moves.
As always, we answer a listener question- this time from Dana, who asks what we consider a reasonable amount to leave as a legacy. And for our Retirement Ride Along segment, weâll share some exciting local discoveries we enjoyed over New Yearâs right here in Kansas City!
Hereâs some of what we discuss in this episode:
Get-to-know-you questions: Social media usage, news sources, and more (8:37)
Quote of the week from Conrad Hilton and Tim Ferriss (19:48)
Main topic 1: New Year, New Me (21:51)
Main topic 2: What Dolly Parton Can Teach You About Smart Money Moves (35:00)
Mailbag: Figuring out how much to leave as a legacy (45:45)
Retirement Ride Along: Some new spots in Kansas City (52:39)
Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Links From Todayâs Show:
The View at Briarcliff
https://theviewatbriarcliff.com/
The Farmhouse
https://www.eatatthefarmhouse.com/
Chicagoâs
https://www.visitkansascityks.com/listing/chicagos/315/
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Did you know most Americans retire earlier than planned, often due to unexpected health issues, job changes, or financial surprises? These challenges can force people out of work early, leaving them unprepared for decades of retirement. In this episode, weâll explore recent research highlighting the importance of planning for early retirement, even if itâs not in your current plans.
We have some fun getting-to-know-you questions lined up for todayâs show and great quotes of the week by George Burns and Antoine de Saint-ExupĂ©ry. For this weekâs listener mailbag, Sandy in Buffalo asks how much money her and her spouse should have in the bank approaching retirement.
For this weekâs Retirement Ride Along segment, weâll share more about our recent trip to Nashville, Tennessee!
Hereâs some of what we discuss in this episode:
The Truth About Annuities (2:47) Get-to-know-you questions: Business ideas, switching lives, strange food combinations (8:38) Quote of the week from George Burns and Antoine de Saint-Exupéry (21:03) Main topic: Most Americans Are Forced to Retire Early (22:10) Mailbag: How much money should we have in the bank? (29:33) Retirement Ride Along: A fantastic trip to Nashville (33:10)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Links From Todayâs Show:
The Truth About Annuities
https://incomeforlife.org/the-truth-about-annuities/
The Thompson Hotel
https://www.hyatt.com/thompson-hotels/bnath-thompson-nashville
The Marsh House
https://www.marshhouserestaurant.com/
The Second Fiddle
https://www.thesecondfiddle.com/
Boot Barn
https://www.bootbarn.com/stores?StoreID=0149&srsltid=AfmBOopH1AFbcTrzcMmm7i8h_9YMUTpv2kQ9aKCmXCTD42rzHtZ2aQvb
Robertâs Western World
https://robertswesternworld.com/
Audrey
https://www.audreynashville.com/
Country Music Hall of Fame
https://www.countrymusichalloffame.org/
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Puuttuva jakso?
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Everyone loves a good game show. Whether itâs spinning the big wheel or hitting the buzzer with all the right answers. But what happens when people turn their retirement planning into a game? Spoiler alert: itâs not always a win! In this episode, we tackle the risky moves people make when they treat their finances like a game of chance.
It has been a crazy week here in our nation. Thatâs why, instead of our usual Retirement Ride Along segment, this will be a special election edition of the show. We thought it was important for us to take a moment to reflect and dive a little deeper into what these recent changes mean looking ahead.
As always, weâve got some great getting-to-know-you questions, inspiring quotes of the week, and an interesting mailbag question to dive into. We hope youâll tune in and join us!
Hereâs some of what we discuss in this episode:
Get-to-know-you questions: Schools and career paths, nicknames, and more (9:36) Quote of the week from George Burns and Antoine de Saint-ExupĂ©ry (20:39) Main topic: Donât Gamble with your Nest Egg: Lessons From Your Favorite Game Show (22:41) Mailbag: "I stopped my 401(k) contributions due to election uncertainty, but since the market didnât crash, should I start contributing again?" (35:11) Special Election Edition with Matt and Sam (39:32)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
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You wouldnât necessarily expect Mike Tyson, Kim Kardashian, or Snooki to dispense valuable insights about financial planning matters. In fact, youâd probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources.
We have some fun getting-to-know-you questions lined up for today. Weâll also share a few great quotes of the week, including one from Napoleon Hill. For this weekâs mailbag question, Nelson from Fort Collins asks if he would be safe to retire at age 62. For this weekâs Retirement Ride Along segment, we talk about our recent trip to Boulder, Colorado.
Hereâs some of what we discuss in this episode:
Get-to-know-you questions: Staying fit, sad and happy movies, and more (5:41) Quote of the week from Napoleon Hill (18:17) Main topic: Unlikely Financial Wisdom (20:21) Mailbag: âI canât stand working from home and Iâd like to retire. Iâll be 62 in a few months so I could start Social Security. Would I be safe to retire at that point?â (39:07) Retirement Ride Along: Our K State vs Colorado football trip (43:34)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Links From Todayâs Show:
Bourbon and Baker Manhattan
https://www.bourbonandbakermanhattan.com/
Guard and Grace
https://www.guardandgrace.com/
Convergence Station
https://tickets.meowwolf.com/denver/
Samâs No. 3
https://samsno3.com/
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Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, weâre turning to the Magic 8 Ball for advice on something much more important: your retirement planning! What would the Magic 8 Ball have to say about these common retirement questions if it had the wisdom of a financial advisor?
Of course, weâll have our fan-favorite getting-to-know-you segment to kick off the show. We also have some fantastic quotes of the week by Will Rogers and Johnathan Swift to share with you. For this weekâs mailbag question, Roger from Boise asks for advice on the best financial option to support their newborn grandson. For this weekâs Retirement Ride Along segment, we talk about our trip to Los Cabos, Mexico.
Hereâs some of what we discuss in this episode:
Get-to-know-you questions: Quotable movies, dislikes, recent ridiculous actions (3:42) Quotes of the week from Will Rogers and Johnathan Swift (22:45) Main topic: The Magic Eight Ballâs Guide to Retirement Planning (27:28) Mailbag: âMy first grandson was just born, and I'd like to do something for him financially. Should I contribute to a college fund, buy a life insurance policy, or just buy some stocks?â (43:17) Retirement Ride Along: A vacation to Los Cabos, Mexico (48:00)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Links From Todayâs Show:
The Grand Velas
https://loscabos.grandvelas.com/
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Imagine your retirement plan as a sports jersey, customized just for you. Today, we're exploring how every detail, from numbers to names, can define your financial future.
As usual, weâve got some fun getting-to-know-you questions to kick off the episode and inspiring quotes of the week to share with you today. Weâll also discuss a recent MarketWatch Article about the rising cost of retiree healthcare.
For this weekâs mailbag question, Dwayne from Tulsa asks how important it is to work until age 70 before starting Social Security. For this weekâs Retirement Ride Along segment, we talk about our trip to the Czech festival in Wilson, Kansas, and a unique Airbnb stay in a nuclear missile silo.
Hereâs some of what we discuss in this episode:
Get-to-know-you questions: Favorite season, favorite breakfast food, and more (7:45) Quotes of the week from Bruce Lee and Randy Armstrong (20:40) MarketWatch Article: Health Care Costs Jump Almost 5%... (26:37) Main topic: Tailoring Your Financial Jersey for a Perfect Retirement Fit (32:26) Mailbag: âIâm only 57 and canât imagine working another 13 years. How important is it to work until 70?â (47:25) Retirement Ride Along: Czech festival in Wilson and a one-of-a-kind Airbnb experience (54:13)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Links From Todayâs Show:
MarketWatch Article:
https://www.marketwatch.com/story/retiree-healthcare-costs-jump-almost-5-to-165-000-more-than-double-the-2002-rate-7a44f619
Atlas Ad Astra Adventure Resort
https://www.atlasadastra.com/
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Are you telling yourself financial lies? In todayâs episode, weâre going to share the top 5 lies people often tell themselves about money and retirement. Some of these could be severely holding you back, so be sure to stay tuned!
This weekâs getting-to-know you segment includes questions about impactful family members, after-work activities, and more! Then, weâll share some quotes of the week by Greg S. Reid and Sun Tzu before diving into a great MarketWatch article about geopolitical conflictâs impact on the market.
For this weekâs mailbag question, Cliff from New Jersey asks for guidance on how to plan for nursing home costs in retirement. For this weekâs Retirement Ride Along segment, we chat about our recent trip to Phoenix.
Hereâs some of what we discuss in this episode:
Get-to-know-you questions: Family members, activities after work, best gifts ever (7:38) Quote of the week from Greg S. Reid and Sun Tzu (19:49) MarketWatch Article: The Biggest Risk To Markets Is No Longer Inflation, Say Fund Managers (23:34) Main topic The 5 Lies You Might Be Telling Yourself About Money (28:30) Mailbag: âIâm worried about future nursing home costs. Whatâs your approach to planning for that?â (38:06) Retirement Ride Along: Exploring around Phoenix (43:17)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Links From Todayâs Show:
MarketWatch Article:
https://www.marketwatch.com/story/the-biggest-risk-to-markets-is-no-longer-inflation-say-fund-managers-2f12884e?mod=livecoverage_web
Royal Palms Resort and Spa
https://www.hyatt.com/en-US/hotel/arizona/royal-palms-resort-and-spa/phxub
T. Cooks Restaurant
https://royalpalmshotel.com/eat-drink/t-cooks
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Ever heard the saying, âAlways plan ahead. It wasnât raining when Noah built the ark?â Well, today we're diving into that very concept. How did Noah's forward-thinking approach help him survive the flood, and what can it teach us about preparing for retirement? Tune in as we unpack the ancient wisdom of Noahâs Ark and its modern-day implications for ensuring your retirement is secure, no matter what storms might be on the horizon.
Weâve got some great getting-to-know-you questions today to help you learn a little more about us. Then, weâll share some quotes of the week from Will Rogers and Suze Orman. For this weekâs mailbag question, David from Toledo asks if he should take out a large insurance policy on himself to ensure his wife is financially secure after his passing.
Be sure to stick around for this weekâs Retirement Ride Along segment, where we chat about our weekend in Kansas City!
Hereâs some of what we discuss in this episode:
Get-to-know-you questions: Expressing love, friendship, and more (5:44) Quotes of the week from Will Rogers and Suze Orman (20:15) Main topic: Noah's Ark & Retirement Planning (22:48) Mailbag: âShould I take out a large insurance policy on myself?â (37:06) Retirement Ride Along: Celebrating our dating anniversary in Kansas City (41:18)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Links From Todayâs Show:
Prime Social Rooftop
https://primesocialrooftop.com/
Eddie Vâs Prime Seafood
https://www.eddiev.com/locations/mo/kansas-city/kansas-city/8517
Lula
https://www.lulakc.com/
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In this episode, weâre diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens- so let's see what financial insights we can uncover from Yogiâs memorable sayings!
Itâs been a busy few weeks. Weâll catch you up on where weâve been before diving into some fun getting-to-know-you questions. Then, weâll share some great quotes of the week and unpack a MarketWatch Article about the 4% rule.
For this weekâs mailbag question, Mary from Atlanta asks whether she should begin receiving her Social Security benefits earlier than planned due to her portfolio's recent fluctuations. For this weekâs Retirement Ride Along segment, weâll talk about moving Mattâs daughter, Madison, to Evansville, Indiana.
Hereâs some of what we discuss in this episode:
Weâve been busy! Letâs catch up (1:40) Get-to-know-you questions: Best concerts, most-used phone apps, and life lessons (7:54) MarketWatch Article: The 4% rule is âblind to the new realityâ of retirement life (23:20) Main topic: Yogiâs Wisdom on Making Financial Choices (36:52) Mailbag: âShould I start taking my Social Security benefits now given the recent fluctuations in my retirement portfolio?â (46:25) Retirement Ride Along: Move-in weekend in Evansville, Indiana (51:52)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Links From Todayâs Show:
MarketWatch Article:
https://www.marketwatch.com/story/the-4-rule-is-blind-to-the-new-reality-of-retirement-life-do-this-instead-c5d7e879#:~:text=The%204%25%20rule%20suggests%20that,ever%20running%20out%20of%20money
Deerhead Sidewalk Café & Bar
https://www.deerheadpizza.com/
Nellieâs Newburgh
https://www.nelliesnewburgh.com/
Parlor Doughnuts
https://www.parlordoughnuts.com/evansville-in
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Retirement planning doesnât have to be overwhelmingly complicated. It certainly doesnât have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. Weâll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning.
As usual, weâll tackle some fun getting-to-know-you questions at the beginning of todayâs show. Then, we share two quotes of the week from Denis Waitley and Paul Samuelson. Weâll also take a look at a recent Kiplinger article that weighs the pros and cons of claiming Social Security at age 70.
For this weekâs mailbag, we got a great question from Hazel of Salt Lake City. Sheâs considering retiring from her nursing job in the next 3 months and asks for a financial checklist of priorities she should consider before taking the leap. For this weekâs Retirement Ride Along segment, youâll hear about our recent trip to Chicago!
Hereâs some of what we discuss in this episode:
Life updates + a busy season ahead (2:31) Get-to-know-you questions: Least favorite jobs, best ice cream toppings, first jobs (6:32) Quote of the week from Denis Waitley and Paul Samuelson (21:07) Kiplinger Article: Waiting Until 70 to Claim Social Security (23:01) Main topic: The Beauty Of Simplicity When Planning For Retirement (31:51) Mailbag: What financial priorities should I consider before putting in my notice at work and retiring? (45:47) Retirement Ride Along: Celebrating Samâs birthday in Chicago (52:20)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Links From Todayâs Show:
Kiplinger Article
https://www.kiplinger.com/retirement/waiting-until-70-to-claim-social-security-pros-and-cons
Trump Hotel Chicago
https://www.trumphotels.com/chicago
Terrace 16
https://www.trumphotels.com/chicago/dining/fine-dining-chicago
Willis Tower
https://www.willistower.com/
Ginoâs East
https://www.ginoseast.com/
Navy Pier
https://navypier.org/
Offshore Rooftop
https://www.offshorerooftop.com/
Chicago Cubs Wrigley Field
https://www.mlb.com/cubs/ballpark
Instagram of Driver/Comedian, Ruslan: @ruslan.hafiz
Prime Provisions
https://www.primeandprovisions.com/
Blue Chicago
https://www.bluechicago.com/
Yolk
https://eatyolk.com/
Museum of Science + Industry
https://www.msichicago.org/
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Many of us are familiar with how a water wheel works. A constant stream of running water keeps the wheel turning so it can do the work itâs supposed to accomplish (whether turning millstones to grind grain in the 19th century or turning turbines to create hydroelectricity in todayâs world). If the stream of water stops running, the wheel stops turning. So, how does a water wheel relate to retirement planning? Weâll tell you how in todayâs episode.
As always, weâll kick off the show with some getting-to-know-Matt and Sam questions and share some great quotes of the week relating to retirement planning. This week, weâll also discuss one of our retirement manual series, The Retirement Playbook: Lessons From The Retirement All-Stars.
For this weekâs mailbag question, Lenny from Omaha asks whether it would be advisable to withdraw approximately $90,000 from his IRA to purchase a townhouse for rental income. For this weekâs Retirement Ride Along segment, Matt and Sam talk about their recent trip to Parkville, Missouri.
Hereâs some of what we discuss in this episode:
Get-to-know-you questions: The best thing about being an adult, closet doors, and more. (5:06) Quote of the week from Ben Franklin and Jim Rohn (22:48) Lessons From the Retirement All-Stars (24:37) Main topic: Understanding Retirement Through the Water Wheel (30:20) Mailbag: âWould it be a bad idea to withdraw approximately $90,000 from my IRA to purchase a townhouse for rental income?â (43:10) Retirement Ride Along: An afternoon in the beautiful Parkville, Missouri (52:28)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Links From Todayâs Show:
The National Golf Club:
https://www.invitedclubs.com/clubs/the-national-golf-club
The Craic:
https://craiconmain.com/
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March Madness is upon us, and as youâre keeping an eye on your bracket and watching the Final Four this weekend, there are a few retirement planning lessons that you can learn along the way⊠Stay tuned as we take some March Madness terms any apply them to the financial planning world in todayâs show.
As usual, we have some fun getting-to-know-you questions lined up for you. Then, we have a fantastic quote of the week to share by Ken Poirot. Weâll also spend some time looking at a MarketWatch article about the increasing retirement savings target in the United States.
For this weekâs mailbag question, Darrell from San Antonio asks if it would be better to keep working and receive a pension or retire now with a severance package and pension buyout. For this weekâs Retirement Ride Along segment, weâre sharing some of our favorite spots in Copeland, Kansas.
Hereâs some of what we discuss in this episode:
Get-to-know-you questions: Getting ready in the morning, unusual foods, fashion trends (7:31) Quote of the week from Ken Poirot (24:28) MarketWatch Article: How Much Will You Need To Retire? Americaâs Magic Number Surges to $1.46 Million (25:30) Main topic: Retirement Bracketology (35:45) Mailbag: Should I keep working 5-6 years and receive a pension or retire now and accept a severance package and pension buyout? (46:08) Retirement Ride Along: Going back to Mattâs hometown (51:44)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Links From Todayâs Show:
MarketWatch Article:
https://www.marketwatch.com/amp/story/how-much-will-you-need-to-retire-americas-magic-number-surges-to-1-46-million-cbbfe7f4
The sisterâs boutique
https://www.facebook.com/groups/thesistersboutique143/
Copeland Café
https://www.facebook.com/profile.php?id=100057264107213
Goodtimes Grill
https://www.facebook.com/p/Goodtimes-Grill-100057637951397/
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Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retirement and show you how to craft a financial plan that's built to last decades, not just years. Tune in to ensure your retirement strategy is foolproof against common pitfalls and ready to secure your financial future.
After a brief hiatus due to Matt being sick, we are excited to be back! Weâll kick off this episode with some excellent getting-to-know-you questions before jumping into our quotes of the week. For this weekâs mailbag question, Annie asks whether it's better to take an extra $20,000 out of her IRA or to take out a home equity loan to cover the cost of putting in a screened-in porch.
For this weekâs Retirement Ride Along segment, we chat about our recent trip to Sonoma and Napa Valley in California.
Hereâs some of what we discuss in this episode:
Catching up after a brief hiatus (1:36) Get-to-know-you questions: Watching movies, favorite Halloween costume, favorite grade in school (13:02) Quote of the week: Proverbs and Abraham Lincoln (27:36) Main topic: Top 5 income planning mistakes that could jeopardize your retirement (29:04) Mailbag: âI want to put in a screened-in porch, but the only way I could pay for it would either be taking an extra 20,000 out of my IRA this year or taking out a home equity loan to cover it. Which is better?â (41:22) Retirement Ride Along: Visting the wine country of America (47:06)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Links From Todayâs Show:
Fairmont Sonoma Mission Inn & Spa
https://www.fairmont.com/sonoma/
Highway 12 Vineyards and Winery
https://www.highway12winery.com/
Zina Hyde Cunningham
https://www.zinawinery.com/
Viansa
https://www.viansa.com/
Benziger Family Winery
https://www.benziger.com/
The Donum Estate
https://www.thedonumestate.com/
Ramâs Gate Winery
https://ramsgatewinery.com/
El Dorado Hotel & Kitchen
https://eldoradosonoma.com/
Tammy the Private Driver
Email: [email protected]
Vineyard 29
https://vineyard29.com/
Vineyard Seven and Eight
https://www.vineyard7and8.com/
Folklore
https://folklore-napa.com/
Vermeil Wines
https://www.vermeilwines.com/
Blue Note Jazz
https://www.bluenotejazz.com/napa/
Demola the Violinist
https://www.demolatheviolinist.com/
LaToque
https://latoque.com/
Promontory
https://www.promontory.wine/
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Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIERâŠand that was retirement planning. Letâs talk about why on todayâs episode.
We have three fun getting-to-know-you questions to kick off this weekâs show before sharing our quotes of the week. For this weekâs mailbag question, Rose from Michigan asks how to stop getting stuck in a cycle of indecision when it comes to financial planning. For this weekâs Retirement Ride Along segment, we share more about our trip to Rochester, Minnesota over Christmas.
Hereâs some of what we discuss in this episode:
Get-to-know-you questions: Products we canât live without, favorite snack at the movies, fictional characters (3:57) Quote of the week from Ken Poirot (15:34) Main topic: Retirement planning is harder than it used to be (19:17) Mailbag: âEvery time I need to make a financial decision, I just end up talking myself in circles. How do I stop talking in a circle and never making a decision?â (37:29) Retirement Ride Along: A Christmas trip to Rochester, Minnesota (43:41)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Links From Todayâs Show:
Hotel Fort Des Moines
https://www.hotelfortdesmoines.com/
Hilton Rochester Mayo Clinic Area
https://www.hilton.com/en/hotels/rstmahh-hilton-rochester-mayo-clinic-area/
Sugar Factory Express
https://www.mallofamerica.com/directory/sugar-factory-express
FlyOver America
https://www.mallofamerica.com/directory/flyover-america
Hollandberry Pannekoeken
https://www.hollandberrypannekoeken.com/
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Sometimes itâs hard to make financial sacrifices when the reward might not be seen until several years in the future. Today weâll talk about some of the situations where you might be inclined to take the immediate benefit when you should really consider the delayed rewardsâŠ
Weâre excited to be back with you as we kick off the 2024 season of the podcast! As usual, weâll answer some fun getting-to-know-you questions and share a few great quotes to start the show. Along with our discussion on delayed gratification in financial planning, weâll also take a look at an interesting article from Barronâs, titled, âAmericansâ Retirement Thinking Is Stuck In The Past.â
For this weekâs mailbag question, Howard from Vermont asks if he should start taking Social Security earlier than planned because of an unexpected health diagnosis. For this weekâs Retirement Ride Along segment, weâll talk about the trip to New York that Matt surprised Sam with for New Yearâs Eve.
Hereâs some of what we discuss in this episode:
Reflecting on the last few months and traveling over the holidays (4:24) Get-to-know-you questions: Small things, time travel, favorite ages, and more! (7:45) Quotes of the week from John Jacob Astor and Chris Brogan (21:35) Barron Article: âAmericansâ Retirement Thinking Is Stuck In The Past. How To Fix It.â (23:20) Main topic: The Power of Delayed Gratification (34:34) Mailbag: âI just received a medical diagnosis that will almost certainly shorten my life. I had planned to wait until 70 to start taking Social Security, but now I think I should start it now. Do you agree?â (49:40) Retirement Ride Along: A surprise trip to New York for New Yearâs Eve (54:38)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Links From Todayâs Show:
Barronâs Article
https://www.barrons.com/articles/retirement-savings-social-security-pensions-cd9d916d
Robert NYC
https://robertnyc.com/
Superfine Restaurant
https://www.superfine.nyc/
Sparks Steak House
https://sparkssteakhouse.com/
Blue Note New York
https://www.bluenotejazz.com/nyc/
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âLearn from the mistakes of others. You canât live long enough to make them all yourself.â â Eleanor Roosevelt... Ever wish you could foresee financial missteps before they happen? In todayâs episode, explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you.
We kick off this episode with some fun getting to know you questions. Then, weâll share a great quote of the week by Jim Rohn. We also dive into a fantastic MarketWatch article about the current Social Security crisis.
For this weekâs mailbag question, Jennifer from Scottsdale, Arizona asks if itâs a good idea to invest the leftover cash from a home sale and take on a new mortgage. For this weekâs Retirement Ride Along segment, Matt and Sam talk about their six-day trip to Las Vegas.
Hereâs some of what we discuss in this episode:
Christmas shopping and a $13 coffee (9:45) Get-to-know-you questions: Gardening, weird places to sleep, hitting snooze (15:58) Quote of the week from Jim Rohn (23:20) MarketWatch Article: The Social Security crisis is a bipartisan outrage â and itâs way worse than Lehman Brothers (24:10) Money mistakes youâll regret and how to avoid them (39:17) Mailbag: "We're planning to downsize within the next year. When interest rates were lower, we were thinking of getting a mortgage and investing the leftover cash from our current home. Is that strategy no longer recommended?" (50:58) Retirement Ride Along: Matt and Samâs six-day trip to Vegas (56:51)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Links From Todayâs Show:
MarketWatch Article
https://www.marketwatch.com/story/the-social-security-crisis-is-a-bipartisan-outrage-and-its-way-worse-than-lehman-brothers-e18ee73e#:~:text=This%20is%20a%20massive%2C%20bipartisan,avoided%2C%20and%20should%20have%20been.
TAO Asian Bistro
https://taogroup.com/venues/tao-asian-bistro-las-vegas/
CUT by Wolfgang Puck
https://wolfgangpuck.com/restaurants/cut-las-vegas/
Delmonico Steakhouse
https://emerilsrestaurants.com/delmonico-steakhouse/
Prime Las Vegas
https://bellagio.mgmresorts.com/en/restaurants/prime-steakhouse.html
Adrenaline Mountain
https://www.adrenalinemountain.com/
The X Pot
https://thexpot.com/
Sphere
https://www.thespherevegas.com/
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Weâre so glad to be back after a brief break. Weâll fill you in on where weâve been and much more in todayâs show. If youâre ready for an adventure, todayâs episode is for you! Listen in as we compare retirement planning to climbing a mountain. We talk about preparing wisely, tackling the ups and downs, and even planning your way back down.
We've also put together the ultimate retirement planning playlist for you- featuring timeless lyrics that reflect various stages of the planning journey. From setting financial goals to finding purpose in your golden years, this playlist sets the stage for important discussions about crafting your dream retirement.
As always, weâll kick off the episode with some getting to know you questions before sharing a great quote of the week. For this weekâs mailbag question, Meredith from Kearney, Nebraska asks if itâs normal for advisors to be vague about their plans for managing oneâs money until they have all the necessary financial information.
For this weekâs Retirement Ride Along segment, weâll chat about our recent trip to New York City.
Hereâs some of what we discuss in this episode:
Where weâve been the last month (5:00) Get-to-know-you questions: The funniest person you know, becoming magically famous, and more (13:08) Quote of the week from Ben Franklin (29:15) How to successfully climb the retirement planning mountain (35:48) The ultimate retirement planning mixtape (46:28) Mailbag: âI've interviewed a few different financial advisors, and they're all very cryptic about what they're actually going to do with my money. Is this normal? (1:00:06) Retirement Ride Along: Matt and Samâs recent trip to New York City (1:06:48)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Links From Todayâs Show:
Trump Hotel:
https://www.trumphotels.com/
Daniel:
https://www.danielnyc.com/
Birdland Jazz Club:
https://www.birdlandjazz.com/
One If By Land Two If By Sea:
https://oneifbyland.com/
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Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board.
We are excited to be joined by Chris Lester, ChFCÂź, RICPÂź, CCPSÂź, NSSA, CLTCÂź, president of Professional Planning Services in New Jersey. He has over 30 years of experience in the financial industry and we want to learn more about what he likes to provide to his clients on helping them stay retired. Chris will also take part in the Getting to Know questions, sound off on our quotes of the week, weigh in on the universal truths and answer some questions with us.
For this weekâs mailbag question, Grace from Tempe asks about the options for helping contribute to a college fund for grandchildren. For this weekâs Retirement Ride Along segment, Chris will share some of the great things New Jersey has to offer retirees.
Here's what we'll discuss on today's show:
Chris shares his financial background and what they focus on at Professional Planning Services. (4:54) Get-to-know-you questions: Getting ready in the morning, favorite family recipe, and 3 items for a deserted island. (8:39) Quotes of the week from Zig Ziglar and an unknown source. (27:43) MarketWatch Article: What climate change? The top 5 retirement cities all have hot weather (33:03) The 5 Universal Retirement Truths (44:08) Mailbag: Iâd like to start putting money into a college fund for my grandkids. Should I set up a 529 plan for them or just invest on my own and give them the money when they go to school?(1:10:30) Retirement Ride Along: Exploring New Jersey and what it has to offers for retirees. (1:15:37)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Get in touch with Chris!
Email: [email protected]
732.302.1810
https://professionalplanningservices.com/
Links From Today's Show:
MarketWatch Article:
https://www.marketwatch.com/story/the-best-city-for-retirement-offers-bingo-fishing-and-low-crime-rate-33dd8a9d
Von Thun Farms:
https://vonthunfarms.com/
Holland Ridge Farms:
https://www.hollandridgefarms.com/
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In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. Join us as we delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement.
We are excited to be joined by Chad Castle, RICPÂź, and Jessica Burch, MBA, co-founders of Winnow Wealth, for this weekâs episode. We ask them some get-to-know-you questions before sharing a few quotes of the week from George Lorimer and R.C. Sherriff. We also discuss a MarketWatch article on the potentially stormy future of US stocks coming in September.
For this weekâs mailbag question, Gabe from Houston asks if he should start withdrawing from his 401k, IRA, Roth, or mutual fund first. For this weekâs Retirement Ride Along segment, Chad and Jessica share some of their favorite spots in the Dallas, Waco, and Fort Worth area.
Here's what we'll discuss on today's show:
Get-to-know-you questions: Favorite phone apps, most beautiful place youâve ever vistied, bingeable TV shows. (5:46) Chad and Jessica share more about their background and Winnow Wealth. (19:33) MarketWatch Article: A Stormy September For US Stocks May Lie Ahead⊠(41:29) 5 biggest money mistakes in retirement planning. (52:25) Mailbag: I have our retirement savings spread out between my 401k to IRAs, a Roth, and several mutual funds purchased with after-tax dollars. Which account should I start withdrawing from first? (1:21:47) Retirement Ride Along: Exploring Dallas, Waco, and Fort Worth with Jessica and Chad. (1:27:25)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Get in touch with Chad and Jessica!
Email: Hello@winnowwealth
https://calendly.com/chadcastle/income-for-life-15-minute-call?month=2023-08
https://winnowwealth.com/
Links From Today's Show:
MarketWatch Article:
https://www.marketwatch.com/story/what-history-says-about-stock-market-in-september-after-ai-driven-rally-screeches-to-a-halt-in-august-bfae8f62
Olâ South Pancake House
https://www.olsouthpancakehouse.com/
Georgeâs Restaurant
https://georgesrestaurant.com/
The Tower Club
https://www.invitedclubs.com/clubs/tower-club-dallas
The Lonesome Dove
https://lonesomedovefortworth.com/
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Weâve got a fun one for you today! Tune in as we expose some symptoms that might need a financial prescription. Whether youâre experiencing dizziness from the ups and downs of the stock market or high blood pressure from anger about bad financial advice, weâll share how guaranteed income can make a difference in your financial plan. After that, weâll extract some valuable financial lessons from the one and only, Mick Jagger.
Matt and Sam start off with our regularly scheduled get-to-know-you questions before sharing two fun quotes for this weekâs show. They then discuss a MarketWatch article about the rising cost of healthcare in the US. For this weekâs mailbag question, Karen from Boston asks what Matt and Sam think about robo-advisors. For this weekâs Retirement Ride Along segment, Matt and Sam are going back to their roots in Wichita, Kansas.
Here's what we'll discuss on today's show:
Get-to-know-you questions: How many shoes do you own? Are you related to anyone famous? And more! (5:35) MarketWatch Article: The Cost of Healthcare Is Out Of Control. (18:11) Financial Doctor: Ups and downs of the stock market, anxiety from the news, anger from bad financial advice, and more! (28:45) Main topic: Retirement planning with Mick Jagger. (42:27) Mailbag: âWhatâs your opinion on all the robo-advisor stuff?â (49:27) Retirement Ride Along: Going back to Wichita, Kansas. (55:40)Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Links From Today's Show:
MarketWatch Article:
https://www.marketwatch.com/story/the-cost-of-healthcare-is-out-of-control-hurting-programs-for-the-elderly-and-the-vulnerable-a9568de6
The Ambassador Hotel
https://www.ambassadorwichitaks.com/
Dockum Resturant
https://www.dockum.com/
Lava and Tonic
https://lavaandtonic.com/
Scotch and Sirlon
https://www.scotchandsirloin.net/
- Näytä enemmän
