The Retirement Rescue Podcast

The Many Stages of Retirement

We'll walk you through the different stages of retirement planning. We'll also talk about risk aversion and what that really means for your financial portfolio. Finally, in Tales From The Tax Side, we'll have a Coke and a Tax. 

The Significance Of Your Last Decade In The Office

The last decade before you retire is essential to preparing yourself for what Dan has called "permanent unemployment." On Today's show, we'll lay out some of the priorities you need to focus on before you draw your last paycheck. Later on, we'll also help you debunk some of those financial "rules of thumb." All that and more on Solving The Financial Puzzle. 

Daredevils, Unexpected Surprises, And Oh Canada!

This week we'll try to dispense some wisdom to those of you who like to take risks with your portfolio. After all, you don't want to find yourself peniless in retirement. We'll also help you plan for the unexpected and take your listener questions. In Tales From the Tax Side, Justin Bieber will make an appearance and we'll even discuss Canada. Don't worry, Dan isn't planning his post-election move. To find out how Canadian pop stars could possibly relate to the IRS, tune in to Solving The Financial Puzzle. 
 

The Voice Of Greed & The Retirement Guessing Game

We'll teach you how to recognize the voice of greed when it pops into your head. And are you playing the guessing game as you prepare for retirement? Nikki Early joins us to tell us why that's such a bad idea. Dan will answer some listener questions about investing to pay for a wedding, choosing between taxes and risk and how to tell if your adviser or broker is paying enough attention to you. And on Tales from the Tax Side, we're talking football and politicians.

October 29th, 2016

Are you a late bloomer? We'll talk about the things to consider if you're beyond 50 years of age and thinking that you might be behind when it comes to retirement planning. We'll also cover some of the common 401k mistakes we see and answer listener questions about early retirement, social security and what to do with your current adviser if you're about to move across the country. Plus we'll talk about tax lessons we can learn from a former member of SEAL Team Six in "Tales from the Tax Side".

October 22nd Show

This week we'll take your listener questions and discuss just how much of your portfolio should be invested in bonds. We'll also talk about legacy planning and some of the tax consequences different types of accounts carry. All that and more on Solving The Financial Puzzle. 

October 15th Show

This week we'll take your listener questions and discuss how to make sure your love ones will be financially secure long after you're gone. We'll also learn some financial values from the "Greatest Generation." All that and more on Solving The Financial Puzzle. 

October 8th Show

This week we'll take your listener questions and discuss whether to hold investments that keep your money locked up for extended periods of time. We'll also try to explain some financial jargon, and in Tales From The Tax Side, we'll examine how The Magnificent Seven could possibly relate to the IRS. All that and more on Solving The Financial Puzzle. 

October 1st Show

This week we'll take your listener questions and discuss the dreaded required minimum distribution rule. We'll also talk about the ways you and your spouse might be messing up your retirement plan. All that and more on Solving The Financial Puzzle. 

September 24th Show

This week we'll take your listener questions and discuss what rising interest rates mean for your retirement plan. We'll also discuss three types of investing and some different types of "income gaps" you should factor into your retirement. All that and more on Solving The Financial Puzzle. 

September 17th Show

This week we'll take your listener questions and discuss why reverse mortgages tend to do more harm than good. We'll also talk about some seemingly obvious investment strategies that people tend to miss out on. All that and more on Solving the Financial Puzzle. 

September 10th Show

This week we'll take your listener questions and discuss whether it's a smart decision to combine assets with your significant other in a second marriage. We'll also highlight some of the differences in planning for retirement today versus thirty years ago. All that and more on Solving The Financial Puzzle. 

September 3rd Show

This week we'll take your listener questions and discuss investing in high dividend stocks. We'll also talk about some classic TV characters and how they might relate to financial planning. All that and more on Solving the Financial Puzzle. 

August 27th Show

This week we'll take your listener questions and discuss whether to cash in your life insurance policy once the kids are out of the house. We'll also play a little game of Fact of Fiction, and in Tales From The Tax Side, we'll learn about the mafia's latest cash cow; cigarettes. All that and more on Solving The Financial Puzzle. 

August 20th Show

This week we'll take your listener questions and try to determine just how much money you'll need to retire. Later on, we'll talk about what it means to be "ready" to retire, and we'll also outline some retirement planning pitfalls to be aware of. All that and more on Solving The Financial Puzzle with Dan Cuprill.

August 13th Show

This week we'll take your listener questions and discuss what you should do when a financial advisor offers you a "cookie cutter" retirement plan. Later on, we're campaigning to Make Retirement Great Again, but we promise to stick to financial talk. In Tales From The Tax Side, we'll show you how reality TV could possibly relate to tax planning. All that and more on Solving The Financial Puzzle. 

August 6th Show

This week we'll take your listener questions and discuss whether it's a good idea to hire more than one financial advisor. Later on, we'll list some financial pet peeves, and in Tales From The Tax Side, we'll try to figure out how Mark Zuckerberg pays his taxes. All that and more on Solving the Financial Puzzle with Dan Cuprill. 

July 30th Show

This week we'll take your listener questions and discuss sending your kids off to college. Later on we'll take a look at the Financial Commandments. Don't worry. They're only four of these. Finally, in Tales From the Tax Side, we'll take a peek into the wallets of the rich and famous. All that and much more on Solving the Financial Puzzle with Dan Cuprill. 

July 23rd Show

This week we'll take your listener questions and discuss what to do with excess cash. Later on, we'll drop some financial truth bombs and then take a look back at past financial decisions. All that and more on Solving the Financial Puzzle. 

July 16th Show

This week we'll take your listener question and discuss the controversial topic of annuities. Later on we'll examine the financial lessons that can be learned from the childhood classic jigsaw puzzle. We'll also talk about some outdated financial rules, and In Tales From the Tax Side, we'll do our best to protect prepare you for tax threats that can seemingly come out of left field.