エピソード

  • 004.Retirement Forecast
    2024/04/29

    Barry Watts and Ralph Hipp discuss retirement planning and preparedness, emphasizing key factors such as inflation, longevity, and the potential increase in the full retirement age in Social Security. They stress the need for a comprehensive plan to neutralize challenges such as loss of income, health crises, tax increases, and having a rainy day fund to cover emergencies.

    続きを読む 一部表示
    55 分
  • 003.Risks in Retirement
    2024/04/29

    Barry Watts and Ralph Hipp discuss retirement planning, emphasizing the importance of assessing financial and emotional readiness, managing debt, and factoring in inflation. They also discuss various retirement income planning strategies, including considering tax implications, managing income sources, and optimizing Social Security claiming decisions.

    続きを読む 一部表示
    55 分
  • 002.Your Retirement Checklist
    2024/04/29

    Barry Watts and Ralph Hipp discuss retirement planning strategies, emphasizing the importance of breaking down the process into smaller steps to avoid analysis paralysis. They highlight the six steps to retirement confidence, which include income to age 100, tax free or tax minimized, principal protection, long-term care and medicare, legacy planning, and strategy and tactics reviews annually.

    続きを読む 一部表示
    55 分
  • 001.Four Questions About Retirement
    2024/03/22

    Barry Watts and Ralph Hipp discuss retirement planning strategies, including creating a spending plan, stress testing, and understanding the impact of taxes and inflation.

    続きを読む 一部表示
    55 分