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The Retirement Income Show

Jeff Carter

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The Retirement Income Show
The Retirement Income Show

The Retirement Income Show

Jeff Carter

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Followers
0
Plays
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About Us

Jeff, a Retirement Income Certified Professional (RICP), is trained to structure effective retirement income plans, mitigate risks to the plan, and create a sustainable stream of income to last throughout retirement. To learn more about the book Retirement Boom™, simply visit http://RetirementBoom.org Jeff is available to discuss with you one-on-one his schedule for television and radio interviews. He would also be thrilled to share his book with your group or organization as a guest speaker.

Latest Episodes

Staggering Retirement Dates for Dual Income Couples

Jeff Carter, one of 1,204 financial advisors in the United States to earn the designation of Retirement Income Certified Professional (RICP) as of Jan. 2015. The total number of financial advisers in the United States is roughly 300,000. The RICP designee is trained to understand how to structure effective retirement income plans, how to mitigate risks to the plan and how to create a sustainable stream of income to last throughout retirement years. These college-level courses include: Retirement Income Process, Strategies and Solutions, Sources of Retirement income and Managing the Retirement Income Plan. Jeff has assisted Job Changers, Baby Boomers and Retirees since 1990 answering pressing retirement income planning questions.

26 MIN2015 AUG 29
Comments
Staggering Retirement Dates for Dual Income Couples

Why a 401k is not a Replacement for a Pension

Jeff Carter, one of 1,204 financial advisors in the United States to earn the designation of Retirement Income Certified Professional (RICP) as of Jan. 2015. The total number of financial advisers in the United States is roughly 300,000. The RICP designee is trained to understand how to structure effective retirement income plans, how to mitigate risks to the plan and how to create a sustainable stream of income to last throughout retirement years. These college-level courses include: Retirement Income Process, Strategies and Solutions, Sources of Retirement income and Managing the Retirement Income Plan. Jeff has assisted Job Changers, Baby Boomers and Retirees since 1990 answering pressing retirement income planning questions.

27 MIN2015 AUG 21
Comments
Why a 401k is not a Replacement for a Pension

Social Security and Pension Offset

If you have worked for a municipality, state or federal government, and in some cases public school systems, you may be affected by rules that reduce or eliminate your Social Security benefits. If you had a job in the private sector during your working years and accrued enough quarters to be eligible for Social Security Benefits in addition to a public-sector pension, this show will be of special interest to you!

27 MIN2015 AUG 14
Comments
Social Security and Pension Offset

Guaranteed Lifetime Income is Achievable

This show discusses how to access your retirement savings and create a guaranteed income stream that will last the rest of your life. One important element of tax-sensitive investing is developing a withdrawal strategy, which aims to minimize the effect of taxes while helping to provide you with the income you need. Most investors are familiar with the idea of minimizing taxes during their working years, so they should maintain this same concern limiting taxes on their withdrawals from savings in retirement.

27 MIN2015 AUG 6
Comments
Guaranteed Lifetime Income is Achievable

Implement & Monitor Your Plan for Retirement Income

You may be tempted to think about your projected retirement income as a single block of money. In reality, you probably have multiple sources that may contribute to your projected annual retirement income. Working with a Retirement Income Certified Professional who has specialized expertise will help you translate all this data and informa¬tion into an actionable retirement income plan.

27 MIN2015 AUG 2
Comments
Implement & Monitor Your Plan for Retirement Income

Selling Investments to Create Retirement Income

May Selling Investments to Create Retirement Income Cause the Largest Market Decline in History? Remember an Ounce of Prevention is Worth a Pound of Cure!

27 MIN2015 JUL 27
Comments
Selling Investments to Create Retirement Income

Analyze & Evaluate Your Retirement Income Planning Options

Making the decision to retire is certainly no small decision. There are many things to consider, many specific decisions that you must make, and any number of actions to take that can impact the very expectations you have about retirement. The purpose of analyzing & evaluating your options is to create a guaranteed income base. The payoff is that you will have a dependable income stream to cover some or all of your living expenses, no matter how long you live.

27 MIN2015 JUL 17
Comments
Analyze & Evaluate Your Retirement Income Planning Options

Planning Your Retirement Income

In the simplest sense, retirement planning is the planning one does to be prepared for life after paid work ends, not just financially but in all aspects of life. Preparing for retirement is like planning a vacation. Before hitting the road, you want to have a fairly good idea where you are going and how to get there.

27 MIN2015 JUL 8
Comments
Planning Your Retirement Income

Individual Retirement Account Peak Earnings Years

Whether you're the benefactor or beneficiary, what you don't know about an inherited IRA can cost you dearly. Costly mistakes are not uncommon. Your peak earning years in you sixth decade is a critical time to get your retirement planning affairs in order.

26 MIN2015 JUL 3
Comments
Individual Retirement Account Peak Earnings Years

Key Retirement Income Risks such as Public Policy Risk

Understanding the risks you may face in retirement has never been more important. What is public policy risk? Increase in taxes, new types of taxes, evolving healthcare reform, changes to Social Security Benefits, Medicare and Medicaid. All of these changes can have an impact on your income during retirement.

27 MIN2015 JUN 27
Comments
Key Retirement Income Risks such as Public Policy Risk

Latest Episodes

Staggering Retirement Dates for Dual Income Couples

Jeff Carter, one of 1,204 financial advisors in the United States to earn the designation of Retirement Income Certified Professional (RICP) as of Jan. 2015. The total number of financial advisers in the United States is roughly 300,000. The RICP designee is trained to understand how to structure effective retirement income plans, how to mitigate risks to the plan and how to create a sustainable stream of income to last throughout retirement years. These college-level courses include: Retirement Income Process, Strategies and Solutions, Sources of Retirement income and Managing the Retirement Income Plan. Jeff has assisted Job Changers, Baby Boomers and Retirees since 1990 answering pressing retirement income planning questions.

26 MIN2015 AUG 29
Comments
Staggering Retirement Dates for Dual Income Couples

Why a 401k is not a Replacement for a Pension

Jeff Carter, one of 1,204 financial advisors in the United States to earn the designation of Retirement Income Certified Professional (RICP) as of Jan. 2015. The total number of financial advisers in the United States is roughly 300,000. The RICP designee is trained to understand how to structure effective retirement income plans, how to mitigate risks to the plan and how to create a sustainable stream of income to last throughout retirement years. These college-level courses include: Retirement Income Process, Strategies and Solutions, Sources of Retirement income and Managing the Retirement Income Plan. Jeff has assisted Job Changers, Baby Boomers and Retirees since 1990 answering pressing retirement income planning questions.

27 MIN2015 AUG 21
Comments
Why a 401k is not a Replacement for a Pension

Social Security and Pension Offset

If you have worked for a municipality, state or federal government, and in some cases public school systems, you may be affected by rules that reduce or eliminate your Social Security benefits. If you had a job in the private sector during your working years and accrued enough quarters to be eligible for Social Security Benefits in addition to a public-sector pension, this show will be of special interest to you!

27 MIN2015 AUG 14
Comments
Social Security and Pension Offset

Guaranteed Lifetime Income is Achievable

This show discusses how to access your retirement savings and create a guaranteed income stream that will last the rest of your life. One important element of tax-sensitive investing is developing a withdrawal strategy, which aims to minimize the effect of taxes while helping to provide you with the income you need. Most investors are familiar with the idea of minimizing taxes during their working years, so they should maintain this same concern limiting taxes on their withdrawals from savings in retirement.

27 MIN2015 AUG 6
Comments
Guaranteed Lifetime Income is Achievable

Implement & Monitor Your Plan for Retirement Income

You may be tempted to think about your projected retirement income as a single block of money. In reality, you probably have multiple sources that may contribute to your projected annual retirement income. Working with a Retirement Income Certified Professional who has specialized expertise will help you translate all this data and informa¬tion into an actionable retirement income plan.

27 MIN2015 AUG 2
Comments
Implement & Monitor Your Plan for Retirement Income

Selling Investments to Create Retirement Income

May Selling Investments to Create Retirement Income Cause the Largest Market Decline in History? Remember an Ounce of Prevention is Worth a Pound of Cure!

27 MIN2015 JUL 27
Comments
Selling Investments to Create Retirement Income

Analyze & Evaluate Your Retirement Income Planning Options

Making the decision to retire is certainly no small decision. There are many things to consider, many specific decisions that you must make, and any number of actions to take that can impact the very expectations you have about retirement. The purpose of analyzing & evaluating your options is to create a guaranteed income base. The payoff is that you will have a dependable income stream to cover some or all of your living expenses, no matter how long you live.

27 MIN2015 JUL 17
Comments
Analyze & Evaluate Your Retirement Income Planning Options

Planning Your Retirement Income

In the simplest sense, retirement planning is the planning one does to be prepared for life after paid work ends, not just financially but in all aspects of life. Preparing for retirement is like planning a vacation. Before hitting the road, you want to have a fairly good idea where you are going and how to get there.

27 MIN2015 JUL 8
Comments
Planning Your Retirement Income

Individual Retirement Account Peak Earnings Years

Whether you're the benefactor or beneficiary, what you don't know about an inherited IRA can cost you dearly. Costly mistakes are not uncommon. Your peak earning years in you sixth decade is a critical time to get your retirement planning affairs in order.

26 MIN2015 JUL 3
Comments
Individual Retirement Account Peak Earnings Years

Key Retirement Income Risks such as Public Policy Risk

Understanding the risks you may face in retirement has never been more important. What is public policy risk? Increase in taxes, new types of taxes, evolving healthcare reform, changes to Social Security Benefits, Medicare and Medicaid. All of these changes can have an impact on your income during retirement.

27 MIN2015 JUN 27
Comments
Key Retirement Income Risks such as Public Policy Risk
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