The New Retirement Archives - WebTalkRadio.net

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Episodes

The New Retirement – Money Decisions

Have you ever done something dumb with your money? Do you make decisions emotionally or rationally? Neither emotional nor rational decision making is right for every retirement decision. Karen Lee , CFP and author of It’s Just Money, So Why Does It Cause So Many Problems? shares her 24 years of experience in discussing the shortfalls of some of her clients’ money decisions. Once your decision making gets better, you will need to know the different types of investment strategies to make your mone...

May 14, 2012•1 hr 9 min

The New Retirement – Cultural Trends in the New Retirement

The baby boomers have affected everything in their path and retirement will be no different. New trends, attitudes and lifestyles re-define retirement. How do you measure up to this generation? Are you on trend or off? Join Dr. Margaret King Director of the think tank Cultural Studies and Analysis as she provides her insights to how she sees the culture of retirement changing over the next couple of decades. Another trend is the need and want for many near or in retirement to take on new work. T...

May 07, 2012•1 hr 8 min

The New Retirement – What Are You Going To Be When You Retire

A life of leisure after forty years of hard work seems a just reward. Is there ever too much leisure? Can you do nothing for the 20-30 years you will spend in retirement. If you are an active success oriented person, you will want to do something or contribute something of value in your retirement years. Yet many people are unclear on how to begin the process to start an encore career or launch the next phase of their life. Thomas Belanger author Teamwork in Ten Days shares how he approached red...

Apr 30, 2012•59 min

The New Retirement – Health Matters

Your health care costs can be a wild variable in retirement. The kind of insurance you have matters. How you protect yourself from these uncertainties matter. Ross Blair , a Medicare expert, and CEO of planprescriber.com explains the key components of Medicare and whether or not you should add a Medicare supplement insurance plan to protect yourself from unexpected costs. Find out how much you are likely to spend during retirement. Your retirement plan remains incomplete without a good estimate ...

Apr 23, 2012•1 hr 6 min

The New Retirement – When to Break from Tradition

Sometimes tradition carries wisdom Other times it represents worn-out thinking. You may have a traditional IRA investing in traditional investments like stocks bonds, cash, CDs mutual funds and such. In today’s global economy, there are doubts about the strength of the financial markets. Yet, you can set up a self-directed IRA to invest in less traditional assets. In a self directed IRA you can invest directly into real estate, mortgages, private loans, private equities, start-up companies and p...

Apr 16, 2012•1 hr 4 min

The New Retirement – Move Into Retirement

Many people will move sometime in retirement but don’t have a systematic way to make decisions. Some muddle through. Some ask friends. If you are planning to sell you current home and move sometime in retirement you need to factor in the changes in cost and capital in your current retirement plans. Joins us as we talk to Chantay Clark from Clear Choice Realty on the process her clients follow to make this important decision. Later, Janet Groene author of Living Aboard Your RV will talk about how...

Apr 09, 2012•54 min

The New Retirement – Social Security and Savings Goals

Many people have different opinions on whether Social Security will be there when they retire. The value of Social Security benefits for most people is between $200,000 and $400,000 for their lifetime benefits. If you assume Social Security won’t be there, then you need to save a lot more money. Bruce Ruark , the author of Saving Social Security will share a new idea on how to bail out the benefit without raising payroll taxes or cutting benefits. Regardless of your opinion, listeners will learn...

Apr 03, 2012•56 min

The New Retirement – Allocate Your Assets Properly

Do you know how your assets are allocated? What percent of your money is in the stock market? If you don’t know you could be putting your wealth at risk. Steven Davis , a Registered Investment Adviser, explains the importance of asset allocation and how he approaches designing investment portfolios. Managing volatility will become the key investment objective for all of those nearing retirement or in retirement. Steven is followed by Marvin Doniger author of several books including A Common Sens...

Mar 26, 2012•1 hr 1 min

The New Retirement – Planning is a Matter of Perspective

All good plans begin with a picture in your mind of what you want to accomplish. So with retirement. If you can picture how your retirement will play out you can better plan it. You can determine the things you want to do and estimate their cost accordingly. With costs in place you can readily calculate the amount of money you need to save. Robert Gignac Author of Rich is a State of Mind tells us how to create our own picture and how to set goals to achieve the retirement we desire. While Danny ...

Mar 19, 2012•59 min

The New Retirement – Developing Your Retirement Mindset

How do you picture your retirement. Is it a period of old age and decline or is it a period of activity and personal growth? Your outlook on retirement directly affects its quality and cost. You can’t figure out how much money you need in retirement until you figure out what you are going to do. To help you get started on figuring what you are going to do we are going to visit with Dee Cascio LPC, LMFT, ACC and Ronald Kaiser PhD and author of What Can Go Right; The Thinking Persons Guide to Maki...

Mar 12, 2012•49 min

The New Retirement – The Holistic Retirement

The holistic retirement is not some new age touchy feely thing. It approaches retirement in its totality. Retirement is about more than money. Your retirement plan must have sub-plans to map out what your personally want to do with your time; your legacy; those you want to spend your retirement with, your health and well being along with the financial management to make it all happen. Professor Tacchino from the American will talk how the college prepares new financial advisors into helping clie...

Mar 05, 2012•1 hr

The New Retirement – Prepare for Long Term Care

New retirees will live longer than those past. As we get older our bodies and minds show signs of wear and tear. The prudent among us plan for extra outlays to pay for assistance when we can’t do everything ourselves. You can self fund the risk or buy insurance to put off the risk. But you shouldn’t ignore the risk. Our guest Harold Lustig author of Naked in the Nursing Home discusses smart ways to prepare for our old age. Trusts, property transfers and asset protection compliment the need for a...

Feb 27, 2012•21 min

The New Retirement – 401ks and Investment Strategies

This year brings new rules to 401k participants. Find out how you can benefit from the rule changes and save a lot of money. Scott Holsopple of smart401k.com will show us how. While you are managing your 401k fortune or other savings it’s important to ask the right questions before you make your investments. Investing isn’t simply about picking the right stocks and bonds, but in having an overall strategy that serves the purpose of your money. Join Brendan Magee from Invevitable Wealth Coaching ...

Feb 20, 2012•53 min

The New Retirement – Manage Your Money for the Long Haul

The return you get on your investments helps you achieve your retirement savings goal and provides a safe stream of income when you retire. Retirement will last longer for new retirees. Your longevity requires a new way of thinking about how you handle your money. One difficulty in retirement planning is estimating what your return will be while you are growing your nest egg to meet your retirement goal. Another difficulty is estimating your return once you retire to see how long your money will...

Feb 13, 2012•1 hr

The New Retirement – Perspective and Paperwork

New retirees face a new retirement. The rules have changed. Your retirement will be different than your parents and grandparents. You will need to adopt a new mindset and learn a new skill set to successfully navigate the turbulent times ahead. Learn the beginnings of the new perspective. As with most things a job is never done until the paperwork is complete. Richard Smith an attorney with over 40 years experience will lay out the three key documents everyone needs to have in place to protect t...

Feb 07, 2012

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