『Anchor Your Retirement』のカバーアート

Anchor Your Retirement

Anchor Your Retirement

著者： Barbara Gulin
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. 経済学
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  • Is It Time to Preserve the Profit

    Is It Time to Preserve the Profit
    2026/08/15
    We reflect on the recent volatility in the financial market and consider whether it is time to preserve profits by adopting a more conservative strategy. By examining the impact of inflation, consumer debt, and rising interest rates, we highlight the potential risks of relying on sustained double-digit market returns. Finally, we emphasize the importance of consulting with financial and tax professionals to create a tailored plan that locks in gains and secures long-term financial stability.
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    1分未満
  • How to Beat the High Cost of Retirement

    How to Beat the High Cost of Retirement
    2026/08/08
    This episode explores the complex process of determining how much money to save for retirement by factoring in lifestyle goals, inflation, and unexpected contingencies like long-term care. The discussion highlights how financial planning incorporates employer matches, various tax-advantaged account options, and lifestyle decisions such as paying off a home or relocating. Ultimately, the conversation stresses the importance of starting to save early and working with a fiduciary to navigate the moving targets of retirement planning.
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  • Distribution Rules for Inherited IRA's

    Distribution Rules for Inherited IRA's
    2026/08/01
    This episode explores the complex distribution and liquidation rules for inherited IRAs under the SECURE Act to help beneficiaries avoid costly excise taxes. Listeners learn about the specific timeline and required minimum distribution differences depending on whether the account is inherited by a spouse or a non-spouse. The discussion emphasizes the importance of proactive estate planning and working with a fiduciary to prevent expensive mistakes during times of grief.
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    1分未満
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