10 episodes

Whatever life after 50 looks like to you, thinking about money in retirement shouldn’t keep you up at night. We’re all dealing with the big questions about money and aging: How much you can really spend, how to invest your life savings without risking it all in the stock market, and should you sell your home and downsize? Then there’s the biggest unknown: how much health care you’ll need, and whether your savings and insurance is enough to cover the costs. This is personal. These topics may not be easy to talk about with your own family. That’s why nationally known personal finance experts Terry Savage, Richard Eisenberg, and Pam Krueger and are here to open up the dialogue so you can learn how to define your retirement and deal with your money on your own terms.

These three friends think, write, and speak about these issues. And now they’re joining forces to give you the benefit of their experience, wisdom and advice in their new podcast, Friends Talk Money.

Each week Richard, Pam and Terry will discuss a different piece of the retirement pie. Everything from Social Security and Medicare to investing and cash flow management is on the table, with practical, common-sense advice on how to deal with these and other challenges.

But don’t expect cut-and-dried answers. These friends have strong opinions, and aren’t afraid to debate the pros and cons of their friends’ recommendations. But what you will walk away after each episode is a greater awareness of the retirement planning issues you’ll need to address with the help of your family, friends and financial advisor.

Friends Talk Money Pam Krueger

    • Investing

Whatever life after 50 looks like to you, thinking about money in retirement shouldn’t keep you up at night. We’re all dealing with the big questions about money and aging: How much you can really spend, how to invest your life savings without risking it all in the stock market, and should you sell your home and downsize? Then there’s the biggest unknown: how much health care you’ll need, and whether your savings and insurance is enough to cover the costs. This is personal. These topics may not be easy to talk about with your own family. That’s why nationally known personal finance experts Terry Savage, Richard Eisenberg, and Pam Krueger and are here to open up the dialogue so you can learn how to define your retirement and deal with your money on your own terms.

These three friends think, write, and speak about these issues. And now they’re joining forces to give you the benefit of their experience, wisdom and advice in their new podcast, Friends Talk Money.

Each week Richard, Pam and Terry will discuss a different piece of the retirement pie. Everything from Social Security and Medicare to investing and cash flow management is on the table, with practical, common-sense advice on how to deal with these and other challenges.

But don’t expect cut-and-dried answers. These friends have strong opinions, and aren’t afraid to debate the pros and cons of their friends’ recommendations. But what you will walk away after each episode is a greater awareness of the retirement planning issues you’ll need to address with the help of your family, friends and financial advisor.

    The Most Expensive Mistakes You Can Avoid in Retirement

    The Most Expensive Mistakes You Can Avoid in Retirement

    Some blunders or missteps are more expensive than others. Guest expert, Travis Iles, Texas Securities Commissioner, Travis Iles joins in to offer eye-opening advice. Terry, Richard and Pam bring their own experiences to the discussion and explain how to save yourself from making these truly fatel money mistakes.

    • 29 min
    Generating Income After You Stop Working

    Generating Income After You Stop Working

    The day of retirement is the day of reckoning. Now you need a reliable stream of income, as well as a more conservative investment plan. How can you make sure you don’t run out of money before you run out of life? We talk about the smart way to generate income, without elevating risk, during retirement.

    • 18 min
    Older Americans and Debt

    Older Americans and Debt

    Journalist and author Chris Farrell and Ohio State University professor Stephanie Moulton discuss the rising amount of debt held be America's retired population and concerns about how debt can hinder retirement. They also review findings from a study Moulton and colleagues did to see which types of debt are the most stressful for retirees and why.

    • 24 min
    Why Do People Hate Annuities?

    Why Do People Hate Annuities?

    Annuities are touted as the be-all-end-all answer for retirees looking to generate guaranteed income for the rest of their lives. But annuities are making headlines for all the wrong reasons now because many are downright dangerous to your wealth. Fiduciary advisor, Eric Lai sets the record straight. He explains how aggressive sales people peddle annuities, and how consumers of all ages are getting burned.

    • 23 min
    Are Reverse Mortgages a Smart Option?

    Are Reverse Mortgages a Smart Option?

    If you want to spend the rest of your life in your family home or condo, a Reverse Mortgage could give you a tax-free stream of income out of the equity you built up in your home over the years. And no matter how long you live there, you’ll never run out of money. When you move out, or die, you (or your heirs) can never owe more than the home is worth. But there are critical details you must understand before you enter into this deal.

    • 22 min
    Who’s Watching Your Aging Parents Money?

    Who’s Watching Your Aging Parents Money?

    Elder fraud is an epidemic -- Hazel Heckers, victim advocate for the Colorado Bureau of Investigation, discusses the latest types of elder fraud, why people fall for the scams and how older adults can avoid becoming victims. She also tells people in their 50s and 60s what they can do to help protect their parents from elder fraud.

    • 24 min

Customer Reviews

cslif2 ,

Very informative

Excellent discussions that explore topics clearly. Love Pam’s explanations. Can’t wait for more.

TEW73 ,

Impressed

This was a great first episode! I’ll definitely be looking forward to more. The hosts seem trustworthy, their advice seems authentic, and the whole thing seems very professionally made.

KFBuckley ,

Trust

Pam I found your podcast to be very informative! The format of friends having a conversation regarding the management of money is a brilliant idea. Many people, including myself, grew up in homes were money was not discussed, furthermore, if it was it likely was in the format of a heated argument! Added to that platform of misunderstanding towards money is the lack of education through grade school and beyond. No matter what the dynamic of any relationship being an advocate for yourself and having the proper tools to do that are crucial to the success of that relationship. Knowledge is so very important to creating an opportunity for successful investing. I look forward to acquiring more knowledge from future episodes!
Sincerely,
Karen Buckley

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