Oct 29, 2020
What do we need our money to do for us in “retirement?” Yes, pay our regular bills and hopefully some fun along the way. But there’s more to it, and important pieces that people often overlook. Stephanie and Kevin share a helpful framework for thinking about financial needs, and what type of assets are best suited...
Oct 15, 2020
Many people picture moving into retirement as: One day you're working and the next day you're retired. As we learn from life transition expert Randi Levin, CEO & founder of Randi Levin Coaching,moving into retirement is best done with preparation. It does not have to be an overnight event. In this episode of Take Back...
Oct 3, 2020
Building your retirement income plan can become complex. There’s a lot to put together. You know what assets you have, but how do you organize all of these tools to work together to create sustainable income?
It’s kind of like a jigsaw puzzle. The first step is to separate the pieces into categories. Even though...
Oct 2, 2020
There is no right way to retire. Even if you don’t do everything you had hoped to do, you can still build a plan so that you can do more of the things you want and less of the stuff you don’t. In this episode we’re Taking Back Retirement by redefining the old image and definition of this phase of life.
Key...
Oct 1, 2020
When you were young, you wanted to do everything! You had the time but not the money to do it all.
When you started working and maybe raising a family, you had more money, but not the time.
Now that you’re nearing “retirement,” whatever that means, you ideally have the money AND time to do what you want.
But...