How-To > Business > Finance > Personal Finance

The Year You Retire

The Year You Retire

by

The year you retire is certainly one of the most exciting times of your life, but it is also one of the times when we are, financially speaking, the most vulnerable. But the good news is that with the right know-how, tools and planning, you can minimize your risks and vulnerabilities and focus your efforts on those things that will truly make your golden years golden. Join CERTIFIED FINANCIAL PLANNER™ professionals, John Bever and Jim Uren as they discuss the latest strategies to help make the year you retire your best year yet.

Recent Episodes

  • Do I Have to Pay Taxes on My Social Security Income?

    1 year ago

  • Reduce Your RMD Tax Hit: Essential Tips for Retirees

    1 year ago

  • Should I Pay Off My Mortgage Before I Retire?

    1 year ago

  • How to Save Big on Your Capital Gains Tax Bill

    1 year ago

  • Getting the Most Out of Social Security Spousal Benefits

    1 year ago

  • To Convert or Not to Convert: How to Know if a Roth Conversion is Right for You

    1 year ago

  • A Guided Tour Through Our Financial Planning Process

    1 year ago

  • 7 Primary Retirement Predators

    1 year ago

  • Budgeting Tools and Apps

    1 year ago

  • Financial Advisor or DIY?

    1 year ago