Some people have an ambitious goal to retire early, but there are considerations we need to take into account. What if they retire before they are able to qualify for Medicare? Taylor and Brad will talk about different plans that are available for people in this exact situation.
As the years have gone by, Social Security has become more complex and complicated. Knowing when it’s appropriate to start taking Social Security is a crucial part of any retirement plan. Taylor and Brad talk about many considerations that you need to work out with your advisor before you make that important decision.
For many people, a house is one of the biggest purchases they will make in their lifetime. So it’s important to know what is expected in the buying process. Taylor and Brad have recently gone through the home buying process and they discuss what that looked like for them on today’s show.
Many pre-retirees wonder if part of building a successful and diverse portfolio includes real estate. Taylor and Brad will dive into the pros and cons of owning real estate and investing in real estate to help you determine what’s right for your particular portfolio.
We invite a very special guest to this week’s episode, Taylor’s wife, Torrey Fike! Many people do not know how to bring up the conversation of retirement to their spouse, or the right questions to ask. So in light of this, Taylor and Torrey have an honest conversation about what they want retirement to look like.
This episode kicks off a new 3-part series on home ownership. One of the most common concerns that pre-retirees encounter is paying on a mortgage in retirement. Taylor and Brad will give us the pros and cons of this situation and will also talk about a recent client that had this same concern.
It’s no secret that the media has been sensationalizing the recent drops we have witnessed in the market and now many people are worried they will not be able to retire for another 5-10 years. Taylor and Brad will explain the different types of market recoveries and how they are helping their clients figure out if they can still retire this year.
There’s a lot of misleading information floating around about overly simplified strategies for withdrawing income in retirement. So what is the best method for withdrawing your income, and how much money is safe to withdraw in these volatile times? Taylor and Brad will help clear the air and get you back on track with your withdrawal strategy.
During these uncertain times with the coronavirus pandemic, it’s easy to panic and make rash, emotion-based decisions with your finances. So let’s talk about what to do, what not to do, and how to keep calm during this volatile market period.
Today’s episode is going to wrap up our conversation on tax planning. We look at the different types of tax preparers and what situations call for each type. In addition, we look at what differentiates a reactive versus a proactive tax planner.