This week on the Retirement Trailhead Jason Lambert and David Topper cover the possibility of another stimulus package, how to have confidence in your retirement plan, and ways that you can help plan for the next generation as they graduate into a recessionary market.
May 29, 2020
45 min
This Week on the Retirement Trailhead, Jason Lambert and David Topper discuss the current market conditions and some ways to manage your retirement plan during this time.
Mar 27, 2020
45 min
This week on the Retirement Trailhead Jason Lambert and David Topper begin the show taking about the impact that Government policy and elections may have on retirement. Then, it's time to look into 401(k) rollovers. Next, we dive into 529 plans and other ways to give to children and grandchildren. Finally, we close it our with the weekly market wrap.
Mar 13, 2020
45 min
On this episode of the Retirement Trailhead Jason Lambert and David Topper compare retirement planning against traditional financial planning. then they delve into planning ahead for inflation and market volatility. Finally, we address this 2020 election season.
Mar 6, 2020
45 min
On the Retirement Trailhead this week. Jason Lambert and David Topper cover a few different ways to plan ahead for your retirement future. Starting with Elder Care, then moving on to Life Insurance and Health Savings accounts. Then some tips to Simplify Retirement. Finally, the Market Wrap explores the world of Mergers and Acquisitions.
Feb 28, 2020
45 min
Jason Lambert and David Topper cover real estate on this episode of the Retirement Trailhead! Topics include 1031 Exchanges, DSTs, Rental homes, REITS, and More!
Feb 21, 2020
45 min
This week on the Retirement Trailhead Jason Lambert, David Topper, and special guest Deane Stitt CPA from US Tax Centers NW discuss why it is important to have the financial triangle working in your favor, and Deane goes into detail on how to prep and plan for taxes!
Feb 14, 2020
45 min
On the Retirement Trailhead this week, Jason Lambert and David Topper cover 3 important questions that you should answer before heading into retirement.
Feb 7, 2020
45 min
This week on the Retirement Trailhead, Jason Lambert and David Topper discuss things you may need to consider when inheriting money or leaving an inheritance, Required Minimum Distributions, and areas that are overlooked in Retirement Planning.
Feb 1, 2020
45 min
This week on the Retirement Trailhead, Jason Lambert and David Topper chat about healthcare and medicare in retirement, the difference between active and passive investing, and dollar cost ravaging.
Jan 24, 2020
45 min
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