23:06
Beneficiaries lose over $300,000 in lawyer fees & taxes when it wasn't needed? Big estate mistake.
52 views • 8 hours ago
27:41
My Long Term Care Policy Cost is Going Up How Much?! How to handle a 189% price increase on LTC.
189 views • 7 days ago
24:24
How to avoid the top stresses in retirement: A review of the top stress factors retirees face.
274 views • 13 days ago
25:48
Top 3 Retirement Risk: Needy Family. How an adult child or aging parent can destroy your retirement
174 views • 3 weeks ago
23:10
Top 3 Retirement Risk: Health Crisis. How a negative health event can derail a retirement plan.
128 views • 4 weeks ago
17:35
Top 3 Retirement Risk: Market Corrections - How a market crash can destroy retirement plans.
197 views • 1 month ago
24:55
Tax on Social Security Goes UP When Your Spouse Dies: Tax issues (& solutions) facing widow(er)s.
278 views • 1 month ago
20:13
Social Security Survivor's Benefit Limit: Spouse filed early, your widow(er)s benefit is limited.
1.6K views • 1 month ago
24:29
#1 Financial Risk Retirees Face: Losing retirement savings to professional scammers and thieves.
370 views • 1 month ago
27:58
Must know answers to Social Security - Age 55+ people should NOT fail this simple quiz.
1K views • 2 months ago
16:38
Working at age 80: Will you need to work into your 80s like Eric Idle of Monty Python fame?
487 views • 2 months ago
19:58
What Should You Write Down BEFORE You Die? Information your loved ones will need after you pass.
218 views • 2 months ago
18:33
Forced Retirement at 65: Should anyone be forced to retire at any age?
294 views • 2 months ago
15:15
Tax Return Fraud: How to help prevent the theft of your tax ID and a fake tax return in your name.
191 views • 3 months ago
13:47
Financial Lessons from a Country Music Icon: What we can learn about money from Dolly Parton
154 views • 3 months ago
29:19
State Taxes on Social Security: Which States tax retirement and which are more tax friendly?
488 views • 3 months ago
35:48
Blue Zones: Living to age 100 & how it might impact your retirement and financial plans.
176 views • 3 months ago
17:10
How Long Will $1 Million Last in Retirement? In which U.S. state will your money last longest?
842 views • 3 months ago
20:49
Interest Rate Cuts & Investing: How to adjust your investment strategy when rates head down.
409 views • 4 months ago
21:39
Holiday Movie Retirement Lessons: Financial insight from classic Christmas movies.
138 views • 4 months ago
23:43
Income Riders: Guaranteed lifetime income accounts on variable and indexed annuities.
394 views • 4 months ago
25:19
RMDs - Required Minimum Distributions. New rules regarding these retirement plan withdrawals.
1K views • 4 months ago
18:49
Retiring in 5 Years or Less: What are the key decisions and actions to take now?
3K views • 5 months ago
18:37
Social Security & Government Pension: How WEP & GPO provisions reduce your social security check.
3.9K views • 5 months ago
16:21
2024 Max Social Security Income & Other Changes. How to get $4,873 per month from Social Security.
9.1K views • 5 months ago
25:49
Retirees Neglect One Thing Which Often Leads to Trouble.
517 views • 5 months ago
28:12
I sold my Mom an Annuity & did NOT go to Hell! Are annuities a good idea for retirement?
320 views • 6 months ago
21:10
Which City is Best for Retirement? Is Tampa really the #1 ranked retirement city?
247 views • 6 months ago
22:09
Why is Spending in Retirement Difficult? The five mental blocks holding you back from spending.
2.6K views • 6 months ago
27:23
It's Time to Refinance Retirement Income: Higher interest rates mean you should review your income.
560 views • 6 months ago
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