Playing off a retirement confidence survey from EBRI(Employee Benefit Research Institute) we dive into “Financial Feud”. We will see how well our host knows the pulse of retirement concerns for retirees. Were discuss the Red-zone of Retirement planning the 5-10 years before you actually retire.

If you have any questions about your own retirement situation

call Wade Carter 479-358-9922.

Retirement, Retire, Savings, Plan, Planning, 401K, Roth, IRA 

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On this week’s show we discuss cash flow and the importance of proper planning. What you need to consider as you move to and through retirement starting with income sources and continuing through life expectancy.  Wasting money in retirement can be devastating. We will point out ways retirees are hurting themselves financially so you can avoid the same mistakes.

If you have any questions about retirement planning call Wade Carter 479-358-9922.

Retirement, Retire, Plan, Planning, Save, Saving, Roth, RMD, 

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On this week's show we start off by having fun with the old game “Two Truths and a Lie”. We put the retirement planning twist on it. We will also dive into answering retirement related questions that begin with “When”.

If you have any questions about today’s show or your own retirement

call Wade Carter 479-358-9922.

Retirement, Medicare, Roth, Planning, Fund, Savings, IRA, TSP, Diversification, Balance,

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On this week’s show we will hear from the streets. Where are you in your planning process? Annuities just being mentioned sparks a reaction and we will discuss.

If you have any questions call Wade Carter 479-358-9922.

Retirement, Plan, Planning, Annuity, 401K, TSP, Roth, IRA

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On this edition we head to Hollywood for a few movie clips that provide some financial planning advice. Some good and some not so good. Retirement planning myth busting on the show today.

If you have any questions concerning your retirement

call Wade Carter 479-358-9922.

Planning, Retirement, Finances, Financial, Taxes, 401K, IRA, Roth,

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On this edition we take a look at the most frequent questions about financial planning that are typed into search engines. These are the questions you want answers to and we have them. Just because you’re turning 65 doesn’t mean you have to retire and we’ll give you the reasons why.

If you have any questions about your retirement call Wade Carter 479-358-9922.

Retirement, Transition, Planning, Plan, 401K, IRA, Taxes, RMD,

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On this week's show we will go over red flags you need to be aware of, if you’re hearing these from your current advisor look out!  Baby Boomers, we talk directly to those turning 65 and things you need to avoid as you near retirement.

If you have any questions call Wade Carter 479-358-9922.

Retire, Retirement, Savings, Plan, Planning, ESG, 401K, IRA, 403B,

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On this week’s show we start with things you can do right now to help your money last through retirement. We shift gears to discuss non-financial retirement questions that need to be answered before you call it quits. 

If you have any questions call Wade Carter 479-358-9922.

Retire, Savings, Planning, Roth, 401K, Annuity, Insurance,

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