Hi Jan, Before we get into this week's episode, I wanted to remind you all about the webinar Jason Rizkallah and Brian Bass from McLean Asset Management are hosting next week entitled, What's Involved When Working With an Advisor. We're expecting a large turn out, so be sure to register sooner rather than later to reserve your spot! Click below for details. | | | | Episode 183 of our Retire With Style podcast is out now!
We just released a new episode of Retire with Style, and this one’s all about getting the most out of your retirement plan-without making things more complicated than they need to be.
In this episode, Alex and I dive into what comprehensive retirement planning really looks like. We explore how to align your financial goals with your investment strategy, when it makes sense to work with a financial advisor, and why risks like long-term care and health coverage can’t be ignored.
We also answer listener questions and walk through real-life case studies-covering topics like: - Transitioning from business income to retirement
- Optimizing your Social Security claiming strategy
- Filling funding gaps with smart, personalized solutions
Whether you’re fine-tuning your plan or just getting started, this episode will help you focus on the things that matter most. Listen now to learn more!
| | | | The Retire With Style Podcast Has a New Home! | | | | We’re excited to share that all podcast episodes- past and present- are now available on our new site: RetireWithStyle.com. It’s your one-stop shop for catching up on episodes, watching video versions, and even submitting your own retirement questions for future shows.
You can also watch and subscribe to new video episodes on our YouTube channel, with fresh content every Wednesday.
Prefer to listen on your favorite podcast app? We’ve got you covered. You can still find Retire With Style on Apple Podcasts, Spotify, Podbean, Amazon Music, Audible, iHeart, TuneIn, and now YouTube Music.
| | | | Take a look around the new site and let us know what you think. Feel free to share with friends, and to reply here with any comments.
Thank you,
Wade Pfau, PhD, CFA, RICP
Founder of Retirement Researcher
P.S. Not interested in hearing about the podcast? Click here to opt out of podcast-related content.
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