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Retirement

How to Prepare for Retirement

February 16, 2022

Preparing for retirement involves analyzing your assets, income, and expenses, but it also includes

How to Take an Income Out of Your Portfolio (Part 2)

February 16, 2022

In this two-part episode, Paul and Jonathan answer an investor who asked: “How can

How to Take an Income Out of Your Portfolio (Part 1)

February 15, 2022

In this two-part episode, Paul and Jonathan answer an investor who asked: “How can

Should You Have a ‘Golden Girls’ Retirement?

January 27, 2022

We just celebrated what would have been the 100th birthday of Betty White, an

Target-Date Funds May Hamper Your New Retirement Goals

January 18, 2022

It’s a new year and a new opportunity to recommit to some of your

More People Are Trying the RV Life

January 17, 2022

You may be hearing that more of your friends and family are considering moving

Is Long-Term Care Insurance Worth It?

January 12, 2022

Today, Paul answers a listener who asks whether long-term care insurance is better than

Maximizing Income in Retirement

December 8, 2021

Most of the financial sector is becoming convinced that the 4% rule will no

Two Assets You Can’t Count on for Income

December 3, 2021

Paul shares two assets that he’s seen people struggle to rely on in retirement:

How Do RMDs Work?

October 11, 2021

RMDs are a way to force you to pay taxes on pre-tax money after

Why a Retirement Plan Is More Important Today Than in the Past

September 9, 2021

Why are railroad tracks exactly 4 feet 8 1/2 inches apart? What does that

Social Security: Fix or Folly?

September 8, 2021

Politicians are trying to fix Social Security by raising income taxes on the wealthy.

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