It's All About the $Money, Honey‪!‬ Victoria Woods

Retiring is usually a one-day affair. You simply stop working. They throw you a party and that’s it. However, RETIREMENT is a marathon that spans 30+ years. This means that your retirement plan needs to be designed to navigate every bump, pothole, landmine, mountain, ditch, and smooth stretch you’ll experience. In this episode, we share how to create the ultimate All Terrain Retirement Plan.

The idea of a perfect retirement is different for everyone. However, there is one aspect of retirement planning that impacts, quite literally, everyone. It is the silent killer in your retirement plan, and each year, it slowly but inexorably eats away at your purchasing power. This silent killer is inflation. In this episode, we explore what causes inflation, the damage it can inflict, and how you can protect yourself from it. Later, we explain what Warren Buffet's favorite market indicator is saying about the near-term future of the market.

Private, family-owned businesses are the source of a large percentage of the $50 trillion expected to pass from Baby Boomers to their heirs over the next 10 to 15 years. They can also be the source of some of the greatest frustration and anxiety for families who are unprepared to make the transition properly. In this episode, we share our key considerations before selling a privately held family business to heirs and/or business partners.

Considering the number of decisions you'll have to make as you prepare for retirement, it's not a surprise that there are often a lot of mistakes made. Many times, a choice you thought was a great one at the time can end up having negative unintended consequences later. In this episode, we share what you need to know so you can anticipate those consequences and make better decisions to avoid them.

In the final few years leading up to retirement, there are dozens of decisions to be made and actions to be taken so you can you stroll into retirement with confidence. So what are they? How will you know if you're on track? Who can help you make the best decisions? In this episode, we share the Countdown to Retirement, the key things you should do beginning no later than 3 years prior to retirement. 

No one enjoys paying taxes. However, when you do pay them, don't complain about having a large tax bill too much, because it means you earned a lot of income. The thing to do is find ways to reduce, or even eliminate, the taxes you owe. In this episode, we reveal to you some of our favorite tax reduction strategies we use to help our clients. Later, we share why chasing the highest interest rates for your cash may not always be the best idea.