Retire On Your Best Path with Liz Whitteberry

Liz Whitteberry•www.bestpathadvisors.com

If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.

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Episodes

The Secure Act 2.0

Now that Congress just passed the Secure Act 2.0, we wanted to talk about what changes you can expect. Some of these provisions start now while others won’t be implemented for years. Either way, it is good to understand what is happening and keep these changes in mind for the future. Here is some of what you'll learn in this episode: What is the Secure Act 2.0? (2:02) How RMDs have changed under this new tax law. (6:39) Here are some caveats you should be aware of. (17:18) Subscribe to Liz's You...

Jan 12, 2023•28 min•Ep. 12

Everyone Needs an Estate Plan

When you think of an estate plan, mansions and luxurious wealth may come to mind. You may be surprised to hear that, really, every person should have an estate plan regardless of their wealth status. In this episode, we will explain how an estate plan is beneficial to everyone, as well as what mistakes to avoid. Listen to this week’s show to learn more about: Do you need an estate plan, even if you are not “rich”? (1:58) Here are some mistakes people tend to make with estate planning. (7:20) Lea...

Dec 15, 2022•24 min•Ep. 11

Should you Follow the 60-40 Rule?

Is the 60-40 portfolio dead? The 60-40 portfolio has been used for many, many, years to diversify a person’s bonds and stock portfolio. Over the last few years, market changes, interest rates, and inflation have had people questioning the rule. So, today we will be taking a look at whether or not we should still be using it and what alternatives there are. Listen to this week’s show to learn more about: What is the 60-40 rule? (1:45) What is a better alternative to the 60-40 rule? (4:25) Why a p...

Dec 01, 2022•19 min•Ep. 10

What You Need to Know About Bonds in Retirement

Today our goal is to help you gain a better understanding of bonds in retirement. The bond market is a hot mess right now, so we thought it would be a good time to clear up any misunderstandings you may have. In this episode, you will learn the ins and outs of bonds, from their absolute basics to the ways current interest rates are impacting them. If you need someone to help you determine if bonds are right for you, or which bonds to choose for your individual circumstances, feel free to contact...

Nov 17, 2022•24 min•Ep. 9

What is your number?

What is your number? You know, that number you have had in mind that means retirement is on the horizon? For many people, that number is a million dollars, but that may be outdated thinking. With inflation so high, is a million dollars enough? In this episode, we will discuss what you need to know about choosing your number. Listen to this week’s show to learn more about: · Is a million dollars a good amount to retire on? ( 1:27) · The three different groups of people that Liz typically ends up ...

Nov 03, 2022•23 min•Ep. 8

The Retirement Red Zone

You may or not be a football fan, but we’re sure you’ll benefit from learning about the red zone in retirement. In the game of football, the red zone is the last 20 yards before you score. In retirement, the red zone is the last five years before you retire, and the five years after . In this episode, we are going to break down that ten-year period. We will cover the steps you need to take, what to watch for, and more. Listen to this week’s show to learn more about: · As an investor, how should ...

Oct 20, 2022•18 min•Ep. 7

Advantages of a Health Savings Account

Health Savings Accounts have become increasingly more popular over the last ten years, and rightfully so. They are an excellent resource to have as a retiree and we even joke that an HSA is a “Super Roth” ( Spoiler Alert: it’s triple tax-free ). In this episode, we will explain the exact tax advantages of an HSA. We will also show you how you can get the most out of your HSA as you approach retirement. Listen to this week’s show to learn more about: · What is a Health Savings Account? (1:30) · H...

Oct 06, 2022•18 min•Ep. 6

5 Reasons To NOT DO a Roth Conversion

As we mentioned in our last episode, Roth conversions have become a popular strategy and there are plenty of good reasons to do one. What about the reasons NOT to? In our last episode we went over reasons to do a Roth conversion, but today we will be going over reasons you may not want to do one. There are many tax-related factors that come into play when making this decision. We review some examples and paint a picture of the various scenarios that might help you save money by avoiding a Roth c...

Sep 15, 2022•21 min•Ep. 5

5 Reasons to Do a Roth Conversion

The Roth conversion is a planning strategy that’s picked up more and more interest in recent years. There are many reasons behind its rise in popularity, and now is a great time to have a discussion with your advisor about whether it might be right for you. No tool is for everyone, but there are plenty of reasons why you’ll want to do a Roth conversion. On this episode, we’re going to share five of those reasons and explain the many benefits of doing a conversion sooner rather than later. Much o...

Sep 01, 2022•22 min

Sequence of Returns Risk

You know about the many different types of risk that investors face but there’s one that might have a big impact on whether you run out of money in retirement that you might not know about. What we want to focus on during this episode of the podcast is sequence of return risk, which refers to the uncertainty of the order in which you’ll get returns. The reason most people aren’t aware of this risk is that it doesn’t really impact us while we’re working so there aren’t many conversations about it...

Aug 25, 2022•20 min

Risk vs Everything Else in Retirement

You’ve probably heard the concept of risk versus return but have you thought about how risk impacts everything in your retirement? Today we want to discuss why risk isn’t just a key factor in your investing strategy, but it also touches many different aspects of your retirement. We’ll share our view of risk and the approach we take with clients to build a proper plan that not just provides them with enough money in retirement but also allows them to live the life they choose with that independen...

Aug 18, 2022•17 min

Getting to Know Liz Whitteberry

Before we really hit the ground running into the financial and retirement topics that matter the most, we wanted to spend a few minutes laying the foundation for the podcast. On this first episode, we’ll tell you a little more about our host, Liz Whitteberry, RMA®, CFA®, CIPM®, ChFC®, AIF®. From how she got her start in financial planning to what she hopes you get out of the podcast, we want you to get to know who we are and what we do. Listen to this week’s show to learn more about: How one cla...

Aug 04, 2022•17 min•Ep. 1

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