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Retire With Clarity

Retire With Clarity Podcast

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Retire With Clarity

Retire With Clarity

Retire With Clarity Podcast

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Latest Episodes

Will you want to hang with your spouse 24/7 when retired?

Long marriages a successful in part because we spend time at work! What happens when you no longer work and instead are with your spouse 24/7? This episode is about practical things you can do to prepare your relationship with your significant other. Hint: One solution is “practicing for retirement" For more information, please visit www.retirewithclarity.com

13 MIN2018 AUG 3
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Will you want to hang with your spouse 24/7 when retired?

The Five key areas the Money Master Plan addresses (Part 3 of 3)

People have questions about retirement. One of those questions is “what other questions should I be asking”” The easiest way to discuss this is in the context of the Money Master Plan Roadmap. Stonebridge Financial Group’s process is called Money Master Plan. In this episode we discuss the 5 key areas the MMP addresses. 1. Income Distribution Plan 2. Investment Plan 3. Tax Plan 4. Healthcare Plan 5. Legacy Plan Learn more at http:www.retirewithclarity.com

13 MIN2018 JUL 27
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The Five key areas the Money Master Plan addresses (Part 3 of 3)

The Five key areas the Money Master Plan addresses (Part 2 of 3)

People have questions about retirement. One of those questions is “what other questions should I be asking”” The easiest way to discuss this is in the context of the Money Master Plan Roadmap. Stonebridge Financial Group’s process is called Money Master Plan. In this episode we discuss the 5 key areas the MMP addresses. 1. Income Distribution Plan 2. Investment Plan 3. Tax Plan 4. Healthcare Plan 5. Legacy Plan Learn more at http:www.retirewithclarity.com

15 MIN2018 JUL 20
Comments
The Five key areas the Money Master Plan addresses (Part 2 of 3)

The Five key areas the Money Master Plan addresses (Part 1 of 3)

People have questions about retirement. One of those questions is “what other questions should I be asking”” The easiest way to discuss this is in the context of the Money Master Plan Roadmap. Stonebridge Financial Group’s process is called Money Master Plan. In this episode we discuss the 5 key areas the MMP addresses. 1. Income Distribution Plan 2. Investment Plan 3. Tax Plan 4. Healthcare Plan 5. Legacy Plan Learn more at http:www.retirewithclarity.com

13 MIN2018 JUL 10
Comments
The Five key areas the Money Master Plan addresses (Part 1 of 3)

True or False? People underestimate how long their retirement money needs to last.

In this episode, we discuss if people underestimate how long their retirement money needs to last. For more information, visit www.retirewithclarity.com

15 MIN2018 MAY 25
Comments
True or False? People underestimate how long their retirement money needs to last.

Why 62% of Americans do not have a financial advisor

In this episode, we look at a study that shows 62% of Americans do not have a financial advisor. We discuss the reasons why. For more information, please visit www.retirewithclarity.com.

18 MIN2018 MAY 19
Comments
Why 62% of Americans do not have a financial advisor

What is on your bucket list?

In this episode, we ask what is on your bucket list. How encouraging yourself to expand your bucket list can improve your love of life and retirement. For more information, please visit www.retirewithclarity.com

13 MIN2018 APR 27
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What is on your bucket list?

Safe Money vs Risk Money

In this episode, we discuss safe money vs. risk money - which should you have and how much? For more information, please visit www.retirewithclarity.com

15 MIN2018 APR 27
Comments
Safe Money vs Risk Money

Social Security Experts Costing People Money

This episode is about why the so called Social Security experts are actually costing retirees money. We also talk about the important survivors benefits in Social Security. For more information, please visit www.retirewithclarity.com

15 MIN2018 APR 21
Comments
Social Security Experts Costing People Money

Tax Inefficiencies for Retirees

In this episode, we talk about tax problems that retiree’s have PLUS tax inefficiencies that most advisors are overlooking for retirees. For more information, please visit www.retirewithclarity.com

14 MIN2018 APR 21
Comments
Tax Inefficiencies for Retirees

Latest Episodes

Will you want to hang with your spouse 24/7 when retired?

Long marriages a successful in part because we spend time at work! What happens when you no longer work and instead are with your spouse 24/7? This episode is about practical things you can do to prepare your relationship with your significant other. Hint: One solution is “practicing for retirement" For more information, please visit www.retirewithclarity.com

13 MIN2018 AUG 3
Comments
Will you want to hang with your spouse 24/7 when retired?

The Five key areas the Money Master Plan addresses (Part 3 of 3)

People have questions about retirement. One of those questions is “what other questions should I be asking”” The easiest way to discuss this is in the context of the Money Master Plan Roadmap. Stonebridge Financial Group’s process is called Money Master Plan. In this episode we discuss the 5 key areas the MMP addresses. 1. Income Distribution Plan 2. Investment Plan 3. Tax Plan 4. Healthcare Plan 5. Legacy Plan Learn more at http:www.retirewithclarity.com

13 MIN2018 JUL 27
Comments
The Five key areas the Money Master Plan addresses (Part 3 of 3)

The Five key areas the Money Master Plan addresses (Part 2 of 3)

People have questions about retirement. One of those questions is “what other questions should I be asking”” The easiest way to discuss this is in the context of the Money Master Plan Roadmap. Stonebridge Financial Group’s process is called Money Master Plan. In this episode we discuss the 5 key areas the MMP addresses. 1. Income Distribution Plan 2. Investment Plan 3. Tax Plan 4. Healthcare Plan 5. Legacy Plan Learn more at http:www.retirewithclarity.com

15 MIN2018 JUL 20
Comments
The Five key areas the Money Master Plan addresses (Part 2 of 3)

The Five key areas the Money Master Plan addresses (Part 1 of 3)

People have questions about retirement. One of those questions is “what other questions should I be asking”” The easiest way to discuss this is in the context of the Money Master Plan Roadmap. Stonebridge Financial Group’s process is called Money Master Plan. In this episode we discuss the 5 key areas the MMP addresses. 1. Income Distribution Plan 2. Investment Plan 3. Tax Plan 4. Healthcare Plan 5. Legacy Plan Learn more at http:www.retirewithclarity.com

13 MIN2018 JUL 10
Comments
The Five key areas the Money Master Plan addresses (Part 1 of 3)

True or False? People underestimate how long their retirement money needs to last.

In this episode, we discuss if people underestimate how long their retirement money needs to last. For more information, visit www.retirewithclarity.com

15 MIN2018 MAY 25
Comments
True or False? People underestimate how long their retirement money needs to last.

Why 62% of Americans do not have a financial advisor

In this episode, we look at a study that shows 62% of Americans do not have a financial advisor. We discuss the reasons why. For more information, please visit www.retirewithclarity.com.

18 MIN2018 MAY 19
Comments
Why 62% of Americans do not have a financial advisor

What is on your bucket list?

In this episode, we ask what is on your bucket list. How encouraging yourself to expand your bucket list can improve your love of life and retirement. For more information, please visit www.retirewithclarity.com

13 MIN2018 APR 27
Comments
What is on your bucket list?

Safe Money vs Risk Money

In this episode, we discuss safe money vs. risk money - which should you have and how much? For more information, please visit www.retirewithclarity.com

15 MIN2018 APR 27
Comments
Safe Money vs Risk Money

Social Security Experts Costing People Money

This episode is about why the so called Social Security experts are actually costing retirees money. We also talk about the important survivors benefits in Social Security. For more information, please visit www.retirewithclarity.com

15 MIN2018 APR 21
Comments
Social Security Experts Costing People Money

Tax Inefficiencies for Retirees

In this episode, we talk about tax problems that retiree’s have PLUS tax inefficiencies that most advisors are overlooking for retirees. For more information, please visit www.retirewithclarity.com

14 MIN2018 APR 21
Comments
Tax Inefficiencies for Retirees
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