244: Finance Friday: Why a $1M Retirement Goa...

What did Mindy and Carl Jensen learn from The Money Guys after they reviewed their portfolio? In this recap episode, Mindy and Carl share their biggest takeaways on retirement planning, cash reserves, Roth conversions, tax strategy, and portfolio diversification. They discuss wha ...  Afficher plus

Is Coast FI the smarter path to financial independence in today's economy? In this episode, Scott Trench and Evan Lawler compare Coast FI vs. traditional FIRE, breaking down the trade-offs between reaching financial freedom as fast as possible or building enough wealth to let com ...  Afficher plus

Welcome to the Santam Insure your Future money boot camp with Maya Fisher-French and Mapalo Makhu. In the last two episodes we looked at saving and investing for those goals we want to achieve during our working years. But at some point, we want to kick back and retire, or at lea ...  Afficher plus

Darrow Kirkpatrick shares income strategies for when you're running low in retirement. This is part 1 of 2. Episode 1664: [Part 1] Running Low in Retirement - Income Strategies by Darrow Kirkpatrick of Can I Retire Yet Darrow Kirkpatrick is the founder of CanIRetireYet.com. He ...  Afficher plus

Retirement planning is at the core of the financial planning profession. But, it's a very complex subject and it's tough to wrap your head around the process.

I've invited Roger Whitney, CFP®, CIMA®, CPWA®, AIF®, financial advisor and host of the Retirement Answer Man ...

Early retirement is a goal for many, but unfortunately many don't understand what it really takes to retire early. Today we take a look at what you can do NOW to position yourself to have both the financial & time freedom that you deserve LATER.

If you're i ...