The Retirement Rescue Podcast

July 2nd Show

This week we'll take your listener questions and discuss the pros and cons of buying bonds during this time of market volatility. Later on, we'll give you a brief history lesson on major market meltdowns and how they affected investment portfolios. Finally, in Tales from the Tax Side, we'll examine some interesting ways celebrity run-ins with the IRS. All that and more on Solving the Financial Puzzle. 

June 25th Show

Dan gets the week off for this show as Financial Coach Nikki Early steps in to educate us about the things people think they're doing right (but they're probably not). We'll also discuss financial profiling, important financial laws and answer your questions on the local listener line.

June 18th Show

This week we'll take your listener questions and discuss the dread of paying your debts before you retire. Later on, we'll take a look at forgotten financial accounts that could be re-purposed to use your money more efficiently. We'll also talk about people who despite their best intentions often give bad financial advice. Finally, in Tales from the Tax Side, learn how Muhammed Ali's estate might be in for a bout with the IRS.

June 11th Show

This week we'll take your listener questions and discuss the dangers of reading those "ten stocks to buy now" articles. Later on we'll talk about the different stages of retirement planning and the  financial implications of risk aversion. Finally, In Tales from the Tax Side, what's up with local governments always trying to tax our soda intake? Listen to find out. 

June 4th Show

This week we'll take your listener questions and discuss life insurance, nursing home care, and retirement planning for divorcees. Later on we'll teach you how to set some financial goals and how to look out for some lies people tell you in the financial planning industry. Finally, In Tales from the Tax Side we'll learn how professional golfer Phil Mickelson found himself financially "in the rough." 

May 28th Show

This week we'll take your listener questions and try to help you determine how well you can expect your conservative investment account to perform. Later on, we'll show you how parenting and investing are more alike than you might think. We'll take some pointers from the silver screen, and finally, in Tales from the Tax Side, we'll try to determine why some corporate executives are content to work for peanuts. 

May 28th Show

This week we'll take your listener questions and among other things try to determine exactly what you should do with that chunk of inheritance money from your family. Later on, we'll tackle the problem of planning based on financial estimates. We'll see how good Dan is in a financial pop quiz, and finally, in Tales From the Tax Side, how do gamblers, billionaires, and kings all relate? Listen to find out. 

May 14th Show

This week we'll take your listener questions and discuss selling your home, cutting losses on bad investments, and the age old question of investing in bond funds versus individual bonds. Later on we'll examine both some constant and changing factors to prepare for in retirement. Finally, in Tales From the Tax Side, we'll tell the tale of two similar yet very different tax returns. 

May 7th Show

This week we'll take your listener questions and discuss the rule of one hundred, selling your home as you prepare to retire, and the implications of a second marriage on your finances. Nikki Earley joins us later on to talk about key mistakes even the most diligent savers can make. We've also got some good news and bad news for you. But don't worry; we'll give you the bad news first. Finally, in Tales from The Tax Side, estate planning is crucial. Just ask the family of the Artist Formerly Known as Prince. 

April 30th Show

This week we'll take your listener questions and discuss among other things the best place to invest for income in retirement. We'll also take some tips from the fitness world and learn how they just might make you financially fit. Later on in the show, it's Tales from the Tax Side. Believe it or not, even the President has to pay his taxes, but is he overpaying? listen to find out. 

April 23rd Show

This week we take your listener questions and tackle some tough issues like when to start drawing Social Security. After that, we'll try our best to de-bunk some financial myths. Finally, on Tales from the Tax Side, how tax havens, Chris Christie, and clogged freeways all go together. And it's not what you may think. Listen to find out. 

April 16th Show

This week we take your listener questions and discuss among other things a popular financial Catch-22. After that, it's Financial Jeopardy followed by some of the false assumptions small business owners make about their retirement. Finally, on Tales from The Tax Side, how sunny places, shady people, and a Panamanian law firm made many financial miscreants quite wealthy. 

April 9th Show

This week we'll take your listener questions and discuss commodity investing, life change, and understanding your financial advisor. Later on we'll discuss predicting the market, the dangers of expecting a downturn, and America's third rail in politics, Social Security. Finally on Tales from the Tax SIde, why some presidential candidates' proposed tax plans may not be that far fetched after all. 

April 2nd Show

This week, we'll take your listener questions and discuss investing in annuities, vacationing in retirement,  and comparing your retirement portfolio to those of others. In Women & Wealth, we take a look at the dangers of analysis paralysis. Finally, in Tales from the Tax Side, how in the world do politics, magic tricks, and tax plans go together? Listen to find out. 

March 27th Show

This week we'll take your listener questions and discuss Social Security, opting out of annuities, and looking after your parents in retirement. In Women & Wealth, we'll take a look at five ways to become more financially engaged. Finally, in Tales from the Tax Side, discover what Sally Field, Chris Rock, and the Oscars all have to do with taxable gifts. 

March 12th Show

This week we take your listener questions and discuss pension funds, social security, and the election season. In Women & Wealth, advisor and wealth coach Nikki Early shares with us ten things she wishes all women knew about money and finances. Finally, in Tales from the Tax Side, we share a story of tax planning done right. 

March 5th Show

This week, we take your listener questions and address the looming issue of three decades of unemployment, also known less menacingly as retirement. On Tales from the Tax Side, sometimes it pays to be rat. How does that relate to my financial plan? Listen to find out!

February 27th Show

This week, we'll take your listener questions and discuss adjusting your portfolio in a volatile market, replacing your pension, and the tax implications of a 401K rollover. In Women & Wealth, we'll take on some of the common myths in financial investing. Finally, in Tales from the Tax Side, it's men, boys, price, and toys...how a bright-red Ferrari could prove costly in estate taxes. 

February 20th Show

This week we'll take a look at your questions regarding inheritance and outsmarting the stock market. We'll also discuss investing in times of tragedy and some red flags to look out for when selecting your personal financial advisor. Finally, on Tales From the Tax Side we'll discuss the importance of coming up with a game plan when preparing to tackle the IRS. 

February 13th Show

On this week's show we answer your questions about "safe" money, paralysis by analysis and taking investing advice from CPAs. Nikki Early joins the show to fill us in on some of the financial challenges that women face. We analyze the wrong questions that investors tend to ask. And on Tales From The Tax Side we're tackling Bernie Madoff and Ponzi schemes.