The Retirement Risk Show

Dave Hall, CPA
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The Retirement Risk Show

I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.

  1. NOV 1

    An In-Depth Examination of Medicare Risk

    In this episode, Dave addresses one of the most critical and complex elements of retirement planning: Medicare-- delving into the intricacies of Medicare Advantage plans under Part C, understanding the distinct differences between Parts A, B, and D, and recognizing the severe financial implications of missing key enrollment deadlines.The episode will discuss why nearly half of Americans turn to Medicare Advantage plans and emphasize the importance of consulting a Medicare broker to navigate t...

    25 min

  2. OCT 18

    Proactive Retirement Planning for Lifestyle and Legacy

    Joining the conversation is Erica Hunter, a junior advisor with Retirement Risk Advisors, who brings a wealth of insights and expertise to the table. Together, they revisit their experiences preparing for catastrophic hurricanes in Puerto Rico, underscoring the vital importance of continuous and meticulous planning in relations to Risk-Based Lifestyle and Legacy Planning. The episode delves into income diversification strategies and the necessity of proactive planning to safeguard agains...

    32 min
  3. Elder Care Planning: The Complete Picture for Retirement Part 2

    OCT 4

    Elder Care Planning: The Complete Picture for Retirement Part 2

    Welcome to another episode of The Retirement Risk Show! Hosted by Dave Hall, he brings back Alisha Wright to finish this duology that delves into essential strategies for securing a comfortable and risk-free retirement. In today's episode, Dave and Alisha turn their attention to the often-overlooked issue of cognitive decline and its impact on retirement planning.Listeners will learn about the risks of cognitive decline, including repetitive charitable donations and financial exploitation by ...

    30 min
  4. Elder Care Planning: The Complete Picture for Retirement Part 1

    SEPT 20

    Elder Care Planning: The Complete Picture for Retirement Part 1

    Dave Hall and Alisha Wright delve into the pressing issue of elder care planning in retirement. It is a critical area that needs strategic financial planning to prevent running out of retirement funds.They emphasize maximizing Social Security benefits and considering annuities for a stable income. The discussion also highlights elder financial abuse and the importance of protective measures against exploitation.Dave and Alisha provide essential insights on elder care planning, covering health...

    31 min
  5. Building a Resilient Retirement: Cash Flow and Diversification

    SEPT 6

    Building a Resilient Retirement: Cash Flow and Diversification

    Dave brings back Brian Britt this week to discuss cash flow planning in retirement planning. The chat covers the challenges of transitioning from wealth accumulation to distribution, the significance of guaranteed income, and the impacts of market volatility and inflation on retirees.They also delve into the decline of traditional pensions, strategies for maximizing Social Security benefits, and common misconceptions about annuities. The episode highlights the importance of balancing volatile...

    33 min
  6. Your Retirement Toolbox: Navigating IRAs, 401Ks, and Self-Directed Retirement Accounts

    AUG 23

    Your Retirement Toolbox: Navigating IRAs, 401Ks, and Self-Directed Retirement Accounts

    In this episode, you are treated to a deep dive into the complexities of retirement planning. This episode is especially critical for those who are nearing the final stretch of their careers and looking to maximize their retirement contributions over the last decade.Dave methodically breaks down the array of retirement accounts available, from traditional IRAs and Roth IRAs to 401Ks and the increasingly popular Solo 401Ks. The episode sheds light on how Solo 401Ks present a simpler and more c...

    29 min
  7. Required Minimum Distributions: Key Considerations for Retirement Accounts

    AUG 9

    Required Minimum Distributions: Key Considerations for Retirement Accounts

    Dave explains what RMDs are, why they matter, and how recent changes in the law have affected when retirees must start taking these distributions from their tax-deferred retirement accounts.Throughout the episode, Dave covers various strategies to manage RMDs effectively, such as drawing down accounts early, doing Roth conversions, continuing to work, donating to charity, and using qualified longevity annuity contracts. He also clarifies common misconceptions about RMDs, like the belief that ...

    25 min
  8. Utilizing Trusts to Control Asset Distribution and Minimize Taxes

    JUL 26

    Utilizing Trusts to Control Asset Distribution and Minimize Taxes

    In this week's episode, Dave delves into the critical role of trusts in estate planning. Trusts help control asset transfers, limit taxes, and prevent family disputes. They are essential for prenuptial planning, protecting assets for biological children in second marriages, and planning for incapacity with financial power of attorney.Dave illustrates the benefits of trusts through personal anecdotes, highlighting the importance of manageable trust structures. The episode also covers the advan...

    33 min
See All (134)

About

I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.

Information

  • Creator
    Dave Hall, CPA
  • Years Active
    2021 - 2024
  • Episodes
    134
  • Rating
    Clean
  • Copyright
    © 2024 The Retirement Risk Show
  • Show Website
    The Retirement Risk Show

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