In this episode, we'll dive deep into strategies for making your retirement savings last a lifetime. Discover how to set realistic spending goals, optimize investment portfolios, and navigate potential market fluctuations. We'll also discuss the importance of creating a sustainable income stream and exploring alternative retirement options.…

Losing a spouse is a devastating event, compounded by the complexities of navigating financial matters alone. This episode provides essential guidance on protecting your financial future, including understanding your options, safeguarding assets, and creating a sustainable financial plan. By taking proactive steps, you can build resilience and secu…

Are you tired of counting down the years until retirement? In this episode, we'll share practical strategies to accelerate your path to financial freedom. Discover how to boost your savings, increase your income, and reduce expenses to potentially enjoy your golden years sooner than expected. Get ready to take control of your financial future and r…

How much do YOU need to retire? Discover the crucial role your "magic number" plays in achieving financial freedom. Learn how to calculate this essential figure and create a personalized roadmap to reach your financial goals. We'll explore strategies for accelerating your progress and ensuring you stay on track.…

Financial literacy is your superpower! In this episode, we dive into why understanding money matters and how it can transform your life. From budgeting basics to smart investing, we'll equip you with practical tools to take control of your financial future. Let's break down financial jargon and build a strong money mindset together.…

Dream of trading in your briefcase for a backpack? This episode explores the world of Early Retirement, diving into financial strategies and lifestyle hacks to help you maximize your life and happiness after leaving the workforce. Join us as we unpack the realities of early retirement and answer the question: is financial freedom the key to a fulfi…

Dive into the recipe for a fulfilling retirement! We explore financial strategies, health habits for longevity, and tips to design a retirement that fuels your passions and keeps you engaged. Join us as we unlock the secrets to a happy and secure future.Av Cory Sickles

Are you thinking about setting up an IRA, but worried about making costly mistakes? In this episode, we'll discuss common IRA pitfalls and how to avoid them, so you can make the most of your retirement savings. We'll cover contribution limits, withdrawal rules, and even how to choose the right type of IRA for your needs. Tune in and learn how to na…

Dreaming of a stress-free retirement? This episode dives into critical pitfalls that can derail your financial security. We'll explore common mistakes and provide actionable tips to help you chart a course for a comfortable and confident future.Av Cory Sickles

In this episode we dive into retirement withdrawal strategies. We'll explore popular methods like the 4% rule and the bucket system, and discuss how to choose the right approach to secure your nest egg and enjoy a worry-free retirement.Av Cory Sickles

Feeling overwhelmed by your finances? In this episode, we explore the benefits of hiring a financial advisor. Learn how a professional can help you craft a personalized plan, make smart investments, and achieve your financial goals with confidence. Tune in and discover how a financial advisor can maximize your wealth and secure your future.…

In this episode, we delve into the essential steps for securing your financial future as you approach retirement. We break down critical strategies for maximizing your savings, understanding Social Security benefits, and planning for healthcare costs. Join us for practical advice and insights to ensure a smooth transition into your golden years.…

In this episode we explore the world of fiduciary advisors. We'll break down what it means to work with a fiduciary and why it matters, and uncover the benefits of having someone legally obligated to put your financial needs first.Av Cory Sickles

In this episode we tackle the often complex role of an executor. We'll walk you through the essential steps of managing an estate efficiently, from gathering important documents to distributing assets to beneficiaries. Join us for expert advice to ensure a smooth and organized process during a difficult time.…

Worried about healthcare, housing, and travel costs in retirement? This episode unpacks how to plan for your biggest retirement expenses. We'll share essential tips to ensure your nest egg lasts and you can live the golden years you deserve. Tune in and gain the financial confidence to approach retirement with peace of mind.…

Worried you won't have enough saved for retirement? This episode looks at the retirement savings gap and equips you with actionable strategies to bridge it, helping you build a secure and comfortable financial future. Tune in and learn how to take control of your retirement savings today!Av Cory Sickles

In this episode we explore the age-old question in investing: how much risk is too much? We'll unpack strategies for balancing risk and reward to create a successful investment plan tailored to your unique goals and risk tolerance.Av Cory Sickles

In this episode, we'll guide you through the essential steps for a smooth transition into retirement. We'll cover everything from calculating your retirement needs to making the most of your social security benefits, helping you face your golden years with financial confidence. Don't miss out on these practical tips to ensure a secure and fulfillin…

In this episode we dive deep into strategies to boost your retirement savings. Learn how to take advantage of employer contributions, explore different retirement accounts, and discover how to invest wisely for a secure and comfortable future.Av Cory Sickles

Dreaming of retirement? This episode is your wake-up call! We'll bust open the piggy bank and explore essential, often overlooked expenses you need to factor into your golden years' budget. From healthcare surprises to hidden housing costs, get ready to plan for a secure and happy retirement.Av Cory Sickles

In this episode we dive into the top financial trends you need to know for 2024. We discuss strategies to combat inflation's impact on retirement savings, and unpack the merging worlds of wealth management and retirement planning.Av Cory Sickles

In this episode we dive deep into the world of retirement planning. Join us as we explore the crucial factors that can make or break your financial security in your golden years, and learn how to craft a strategy that sets you up for a comfortable and fulfilling retirement.Av Cory Sickles

Building a legacy is great, but leaving it to your kids can be tricky. This episode dives into smart strategies for wealth transfer, from trusts and tax planning to fostering financial responsibility in your children. Tune in and learn how to ensure your legacy strengthens, not burdens, the next generation.…

Wondering how life insurance can fit into your retirement plan? This episode dives into using life insurance strategically, exploring benefits like tax advantages, income supplements, and legacy building. We'll break down essential strategies to maximize your retirement security with clear explanations.…

Worried about building a nest egg or taxes in retirement? In this episode we dive deep into Roth IRAs. We'll explore strategies to boost your contributions and uncover the tax benefits that can help supercharge your retirement savings.Av Cory Sickles

In this episode we talk about inflation and what it means to your retirement accounts and also talk about key tips to help achieve financial security.Av Cory Sickles

In this episode we discuss estate planning essentials. This will help preserve family harmony and help provide you with a comprehensive guide to secure your legacy.Av Cory Sickles

This episode dives deep into the world of annuities, exploring their potential to provide income in retirement. We'll weigh the benefits, like tax-deferred growth and customization, against possible drawbacks like liquidity. Tune in to learn if an annuity is right for you and unlock the key to a secure financial future.…

We talk about why a personalized roadmap is crucial, regardless of your age or income. Plus, expert tips on building your plan, navigating market volatility, and securing your financial future, even in uncertain times. Tune in and take control of your money!Av Cory Sickles

Navigating tax and saving changes can be tricky. Tune in for a clear breakdown of key updates for 2024, impacting your IRA contributions, retirement income, and potential tax savings. Don't miss this essential episode to optimize your financial planning for the year ahead!Av Cory Sickles

In this episode, we uncover the common blunders people make as they approach retirement, and show you how to navigate them like a seasoned pro. From underestimating expenses to mismanaging investments, we'll have you equipped to make informed decisions and secure a happy, fulfilling retirement.Av Cory Sickles

Whether you're nearing retirement or already soaking up the sunshine, this episode unpacks smart withdrawal strategies for your golden years. Tune in for pre-retiree planning tips and savvy hacks for maximizing your nest egg as a retiree. Let's make sure your retirement income sings, not sputters!Av Cory Sickles

Unravel the web of Social Security confusion! Ditch the myths, understand the math, and maximize your benefits on "Avoiding Social Security Mistakes.Av Cory Sickles

In this episode we talk about how to properly allocate your assets and retirement savings for the year ahead.Av Cory Sickles

Thinking about retirement? This episode unpacks the 4 distinct phases you'll face: pre-retirement, early retirement, middle retirement, and late retirement. ️ Tune in for insights and tips to navigate each one with grace and fulfillment!Av Cory Sickles

There are a number of key financial milestones on the path to, and in, retirement. In this episode we go over each one and what you need to know to plan for a successful retirement.Av Cory Sickles

We look at where we are at financially as we head into a new year, and we talk about what's changing in 2024 that might affect your retirement savings.Av Cory Sickles

It's that time of year! The holidays are here and we've got some great financial tips for you.Av Cory Sickles

When planning for retirement you need to be aware of the income gap that is left after social security. We talk about strategies you can use to help make sure you are able to fill that gap and make your money last throughout your retirement.Av Cory Sickles

How to know where to pull money from in retirement, how much per month or year, and how to make it last are all things we talk about in this episode.Av Cory Sickles

In this show we talk about the cost of living adjustment to Social Security, how to maximize Social Security, and what can lower you Social Security check as well.Av Cory Sickles

We dive into what annuities are and how to know if they can work for your financial and retirement plans.Av Cory Sickles

In this episode we discuss what you need to do before the end of the year to help save money and minimize your tax burden.Av Cory Sickles

What is a "managed" portfolio and why is it important to you? In this episode we talk about the answers to those questions as well as helpful financial strategies.Av Cory Sickles

In this episode we discuss what it means to have a financial plan and it's key elements.Av Cory Sickles

Can inflation affect your Social Security benefits? What is the impact? We talk about these and other important questions regarding inflation and Social Security in this episode.Av Cory Sickles

In this episode we go over what you need to know and do as you near retirement.Av Cory Sickles

In this episode we talk about various ways to become a better investor and avoid costly mistakes.Av Cory Sickles

The power of saving and compounding interest can make a huge difference in your life, especially in your retirement years. We talk about ways to save and why it's important.Av Cory Sickles

FIRE is a movement to retire early. Some people are using it to retire very early. But does it work? On today's show we look at the pro's and cons and what you need to be aware of before deciding if it's for you.Av Cory Sickles