The Retirement Rescue Podcast

Episode 87: How Do You Know?

We often receive questions that begin with "how do you know?" On this episode, we'll help you discover how you will know the answer to these common financial planning questions.

Episode 86: Tales From The Tax Side - Gibraltar

In this "Tales From The Tax Side" segment, we'll talk about how the small peninsula of Gibraltar operates under tax rules that are different from what most countries have.

Episode 85: Mailbag

On this episode, we'll answer your listener questions on topics including rental properties, long-term care insurance premiums, and market growth.

Episode 84: Healthcare

It's no mystery that healthcare costs are on the rise. We'll talk about the impacts that this can have on your finances and how to better prepare for your future.

Episode 83: The Un-Asked Retirement Questions

It seems like every web page has an FAQ page, answering the most frequently asked questions about that particular business or service. But in retirement, sometimes it's those questions that rarely get asked that end up being the most important. We'll cover some of those "un-asked" questions on this week's podcast.

The Fine Print Fiasco

When it comes to investing, it's important to look past those shiny sales brochures and pay attention to the fine print. We'll make sure you're not overlooking the details. We'll also cover the mistakes people make in a divorce and much more.

Universal Retirement Truths

We'll explain some of the universal retirement truths and the problems facing clients who have lost a spouse on this week's show. And is getting a tax refund actually a good thing? Dan will break it down on this week's Solving The Financial Puzzle.

The Five Essential Documents To A Solid Estate Plan

We'll show you why 401(k)s aren't always the best investment vehicle on this week's show. And Nick Rosenbauer stops by again to cover the five essential documents that make up a solid foundation of an estate plan.

Bad Financial Habits

On this edition of the show, we'll examine the consequences of keeping bad habits around in your financial life. Nick Rosenbauer will join us as a special guest to highlight some of the top estate planning myths we should be aware of. And don't miss this week's Tales from the Tax Side story... The Terminator makes an appearance.

Why Your Retirement Is Not A Game Show

Game shows are a lot of fun to watch on television, but when you turn your retirement plan into one, it's probably not a good thing. On this edition of the show, we'll discuss the perils of planning for retirement like you're a TV contestant. We'll also go through some popular social security myths, and we'll talk about famous Walters on Tales From The Tax Side.

What's In The Fine Print

When making an investment, it's easy to overlook the details as you prepare to sign your name on the dotted line. However, it's important to read the fine print. Otherwise, you could end up in a financial mess. On this edition of the show, we'll talk about the importance of those pesky details. We'll also explain some of the financial mistakes people make when faced with the sensitive circumstances of a divorce. All that and much more.

Decluttering Your Finances

Have you ever had to clean out a cluttered closet? It's a pain, but feels so good once it's done. On this week's show, we'll use that as a comparison to see what it's like to get decluttered from a financial perspective. We'll field your questions about maxing out your retirement savings accounts, 401k rollovers, and reducing risk. And if that's not enough, we'll uncover some of the top money mistakes pre-retirees make and discuss how you can achieve financial independence in retirement.

Reality (Financial) TV

What would happen if we started a reality TV show for CPA's? We'll think up some challenges that we'd put them through and see what kind of financial lessons we can learn from this off-the-wall idea. We'll also give you a rundown on the ins and outs of income planning and the importance of rebalancing. 

Take Flight In Your Retirement

Before flying a plane, it's important to make a pre-flight checklist. The same goes for retirement. We'll talk about how you can make a checklist so that your retirement takes off smoothly. We'll also take your listener questions. 

Major Life Events And Your Finances

Sometimes major life events, whether they're personal or work-related, can wreak havoc on your finances. We'll talk about some of the ways to rethink your financial planning approach if you find yourself in one of these situations. We'll also take your questions and discuss some of the top beneficiary mistakes when it comes to your accounts.

Rookie Mistakes And Creepy Tax Elves

When you begin building your retirment plan, it's likely you'll make some rookie mistakes along the way. However, you'll want to make sure you don't keep making them well into retirement. We'll identify some of these rookie mistakes, and as always, we'll take your email questions. On Tales From The Tax Side, we'll share with you the story of some creepy tax elves. 

New Year's (Financial) Resolutions

It seems every New Year's Eve, people make resolutions that simply won't last. This year we want to help you make some financial resolutions we think you'll be able to complete. On this week's edition of Solving The Financial Puzzle, we'll also talk about the financial indicators that should tell you if your portfolio is in trouble. All that and more on Solving The Financial Puzzle. 

Legacy Planning

Most people realize the importance of having an attorney present when building a legacy plan. However, they often forget the importance of consulting a financial planner as well. On this week's edition of Solving The Financial Puzzle, we'll discuss the financial implications of your legacy plan, and why you should consult an adivsor when crafting one. We'll also take your listener questions and talk about much more. 

Financial Decisions You Don't Make Twice

Have you ever tried putting your toothpaste back in the tube only to learn it's an impossible task? More importantly, are you wondering how toothpaste could possibly relate to the financial world? If either of these questions apply to you, be sure to listen to this week's edition of Solving The Financial Puzzle. In addition to our toothpaste analogies, we'll take your listener questions on rising interest rates and discuss some of the tax mistakes people make. 

The Divorce Mistakes You Don't Want To Make

Divorce is a complicated and challenging time that unfortunately, some couples must go through. Today, we'll talk about the financial mistakes you'll want to avoid when going through a divorce. We'll also discuss the importance of those pesky details in the fine print of your financial documents.