Just getting to retirement is a major accomplishment. You’ve saved, planned and now it’s time for the fun stuff. However statistics show that the first few years of retirement can be surprisingly tense. Today Gina White has some tips to help you minimize risk, preserve your wealth and your sanity. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.
Jun 10, 2022
49 min
Getting to retirement is all about the plan, and there has to be an income component. Cynthia and Gina dig into how to properly put a retirement and income plan together. From proper asset allocation to the sequence of returns risk they break it all down. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.
Jun 3, 2022
49 min
When inflation took center stage it was called “transitory”. It has become something a little more lengthy with no sign of relief. Inflation can be particularly hard on seniors. This week Cynthia and Gina offer some ideas to help you fight back against inflation and keep your retirement plan on track. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.
May 27, 2022
48 min
Financial literacy is key when it comes to building wealth and retiring comfortably. Just because you’ve been a good saver doesn’t always equal success. This week Cynthia and Gina discuss the importance of financial education even after retirement.Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.
May 20, 2022
49 min
One way to maintain your lifestyle in retirement is to make sure your plan evolves with you. This week Cynthia and Gina discuss some of the most important things you should consider when planning your retirement, especially as you near the day you hang up your work shoes. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.
May 13, 2022
49 min
There are many outside forces influencing your portfolio. The pandemic, geopolitical events and inflation. If you’re feeling a little nervous about your own retirement Cynthia and Gina offer some tips to help bring that anxiety level down. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.
Apr 22, 2022
48 min
This week Cynthia and Gina tackle two obstacles regarding inflation: 1, rising prices put stress on fixed income and 2, investing in a retirement plan to keep up with a higher cost of living. Cynthia and Gina offer several potential solutions to help avoid the pain. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.
Apr 8, 2022
48 min
Retirees aren’t always up to date on every part of the tax code and as a result end up paying more in taxes than necessary. This week Cynthia and Gina offer some tips to make sure more of your nest egg stays with you and not Uncle Sam. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.
Apr 1, 2022
49 min
We’ve all heard the expression “we don’t know what we don’t know”. In the world of retirement planning what you don’t know can really take a bite out of your portfolio. Cynthia and Gina to the rescue. This week they address some strategies to help you get to retirement and have the lifestyle you’ve always wanted. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.
Mar 18, 2022
50 min
This week Cynthia opens the show with her take on the current market and how it could be affecting your retirement savings. Then the topic shifts to the Roth IRA and Roth 401(k) and how they provide beneficiaries with a lasting tax free gift. Cynthia and Gina break it down. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.
Mar 11, 2022
49 min
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