Make Retirement Great

Jim Martin RFC & Casey Bibb, FPQP
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The Make Retirement Great Podcast is your go-to resource for creating a retirement that truly excites you. If you’re ready to simplify retirement planning and learn proven strategies that lead to financial confidence and peace of mind, you’re in the right place. Each week, we’ll dive deep into essential retirement topics, including investment strategies, tax optimization, income withdrawal techniques, Social Security benefits, Medicare and insurance planning, and more. Retirement doesn’t have to be complicated or stressful. Our mission is simple: empower you with practical advice, actionable insights, and clarity so you can spend less time worrying about money and more time enjoying life. Whether you’re close to retirement or already there, our podcast provides clear guidance and real-world solutions designed to help you maximize your retirement lifestyle. Subscribe today and join our growing community committed to making retirement the greatest chapter of life. Your journey to a fulfilling and financially secure retirement starts right here!

  1. 9 ИЮН.

    The Power of Your No in Retirement Planning Stability

    In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb discuss the importance of setting boundaries and the power of saying no to protect your time, energy, and finances during retirement. We'll highlight key areas where you might need to say no, such as helping adult children beyond your means, avoiding high-risk investments, and overcommitting your time. We'll also emphasize how a well-structured financial plan can empower you to make better decisions and stick to your core values. Join us as we share practical advice on maintaining financial stability and ensuring a happy retirement. http://retirewithmartin.com/ - Learn about working with us www.planwellretirehappy.com 00:00 The Power of Saying No 00:09 Balancing Family Expectations in Retirement 00:39 Setting Boundaries for a Fulfilling Retirement 03:17 Top Five Things to Say No To in Retirement 03:37 Helping Adult Children Without Sacrificing Your Retirement 04:31 Avoiding High-Risk Investments 06:00 Managing Your Time and Commitments 08:03 Financial Planning for Sustainable Retirement 09:28 Navigating Conflicting Financial Advice 11:21 Cautionary Tales and Life Changes 12:37 Saying No with Confidence and Without Guilt 14:10 Empowering Boundaries with a Financial Plan 16:02 Q&A: Handling Family Conflicts and Guilt 19:51 Final Thoughts and Contact Information 20:42 Disclaimer and Legal Information Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

    22 мин.

  2. 2 ИЮН.

    Everything RMDs - How to Strategize & Plan Well to Retire Happy

    In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb of Martin Wealth Solutions provide a comprehensive overview of Required Minimum Distributions (RMDs). They explain what RMDs are, when they start, how they are calculated, and offer strategies for managing them to avoid surprise tax bills and unnecessary withdrawals. Highlighting real-life client stories and the importance of strategic planning, they discuss the nuances of taking distributions from IRAs and 401(k)s, tax-saving opportunities like Roth conversions and Qualified Charitable Distributions, and how to avoid penalties. This episode is a must-listen for anyone nearing retirement and looking to optimize their retirement savings. http://retirewithmartin.com/ - Learn about working with us www.planwellretirehappy.com   0:00 Introduction to Required Minimum Distributions (RMDs) 01:11 Understanding the Basics of RMDs 02:13 Client Stories and Real-Life Examples 04:07 Strategic RMD Planning 06:14 Rules and Regulations of RMDs 10:56 Tax Opportunities and Charitable Distributions 11:50 The Importance of Giving 12:36 Understanding RMDs and Tax Implications 14:04 Strategies to Reduce Taxable Income 15:45 Navigating RMD Penalties and Corrections 17:49 Common RMD Questions Answered 19:25 Final Thoughts and Planning Ahead 20:11 Podcast Closing and Disclaimers Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

    21 мин.

  3. 26 МАЯ

    3 Essential Questions to Determine Your Retirement Readiness

    In this episode, financial advisors and retirement planning experts Jim Martin and Casey Bibb from Martin Wealth Solutions discuss the key elements of determining retirement readiness. They highlight the importance of answering three critical questions: Do you know where your retirement paycheck is coming from? Can you handle a market downturn without losing sleep? Do you have a written financial plan? The hosts share practical advice and insights into creating a sustainable retirement plan, including the significance of income planning, stress-testing your portfolio, and the value of having a written plan to navigate healthcare, taxes, and long-term care costs. They also discuss the emotional and social aspects of retirement, such as maintaining life satisfaction through social meals. http://retirewithmartin.com/ - Learn about working with us www.planwellretirehappy.com 00:00 Introduction to Retirement Readiness 01:10 Meet Your Hosts: Jim and Casey 01:44 The Importance of Social Connections 03:56 Question 1: Knowing Your Retirement Paycheck 05:57 Question 2: Handling Market Downturns 09:47 Question 3: Having a Written Plan 14:13 The Role of a Financial Advisor 17:20 Conclusion and Final Thoughts Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

    19 мин.

  4. 19 МАЯ

    The Biggest 4 Retirement Planning Q & A's

    In this episode of the podcast, financial advisors and retirement planners Jim Martin and  Casey Bibb from Martin Wealth Solutions address the four most common questions they hear about retirement planning. They discuss how to determine if you have enough to retire, the optimal time to take Social Security, what to do when the market drops, and strategies for paying less in taxes during retirement. Learn how to plan effectively for a financially secure retirement, understand the importance of having a written financial plan, and discover various tools and strategies to maximize your retirement benefits and minimize tax burdens. http://retirewithmartin.com/ - Learn about working with us www.planwellretirehappy.com 00:00 Introduction: Top Four Retirement Questions 02:30 Question 1: Do I Have Enough to Retire? 06:53 Question 2: When Should I Take Social Security? 11:37 Question 3: What to Do When the Market Drops? 15:43 Question 4: How to Pay Less in Taxes in Retirement? 19:30 Conclusion and Final Thoughts   Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

    21 мин.

  5. 12 МАЯ

    Navigating the Four Stages of Retirement: Strategies for a Thriving Post-Work Life

    In this episode, Jim and Casey discuss the four key stages of retirement: pre-retirement, go-go years, slow-go years, and no-go years. They emphasize the importance of planning for each stage to ensure a fulfilling and stress-free retirement. Topics covered include maximizing 401k contributions, tax planning, debt reduction, coordinating income strategies, and managing healthcare costs. The hosts also explore the benefits of having a side gig in retirement for mental stimulation and staying connected with the community. Tune in to learn how to plan well and retire happy. http://retirewithmartin.com/ - Learn about working with us www.planwellretirehappy.com   00:00 Introduction to Retirement Stages 01:56 Understanding the Four Key Stages of Retirement 02:03 Side Gigs in Retirement 02:20 Personal Stories and Insights 07:06 The Pre-Retirement Stage 09:16 The Go-Go Years 15:44 Dreaming Big in Retirement 16:45 The Go-Go Years: Frontloading Retirement Expenses 17:20 The Slow-Go Years: Simplifying Life 18:30 The No-Go Years: Long-Term Care Planning 20:17 Real-Life Transitions and Flexibility in Retirement 23:28 The Importance of Financial Advisors 26:47 Finding Purpose and Community in Retirement 29:49 Conclusion and Final Thoughts Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

    31 мин.

  6. 5 МАЯ

    Don’t Let These FIVE Mistakes Derail Your Future Retirement

    In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb discuss the top five common retirement mistakes that can derail your plans. They cover poor tax planning, claiming social security too early, ignoring taxes in retirement, taking on the wrong amount of investment risk, and overlooking healthcare and long-term care needs. The episode offers practical tips for creating a written income plan, optimizing social security benefits, managing taxes, balancing investment risk, and planning for healthcare costs in retirement. Tune in to learn how to make informed decisions and ensure a secure and happy retirement. http://retirewithmartin.com/ - Learn about working with us www.planwellretirehappy.com 00:00 Introduction to Retirement Mistakes 01:11 Personal Reflections on Mistakes 03:24 Mistake #1: No Written Income Plan 09:33 Mistake #2: Claiming Social Security Too Early 13:43 Mistake #3: Ignoring Taxes in Retirement 17:23 Avoid Overpaying Uncle Sam 17:54 Balancing Investment Risk in Retirement 19:03 Understanding Sequence of Returns Risk 21:41 Planning for Healthcare and Long-Term Care 26:16 Listener Questions: Social Security and Investment Risk 28:44 The Fascination with Dire Wolves 30:30 Conclusion and Final Thoughts Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

    32 мин.

  7. 28 АПР.

    Questions to Find the Right Advisor

    In this episode, financial advisors Jim Martin and Casey Bibb of Martin Wealth Solutions delve into the importance of selecting the right financial advisor to help you plan your retirement. We break down the key questions to ask and the traits to look for in an advisor, emphasizing the importance of finding someone who is planning-focused, a fiduciary, and aligns well with your personal goals. We also highlight the significance of having a comprehensive, written financial plan that covers more than just investments. Alongside some light-hearted moments, including chicken jokes, the discussion aims to equip you with the tools and knowledge needed to make well-informed decisions about your financial future. http://retirewithmartin.com/ - Learn about working with us www.planwellretirehappy.com 00:00 Introduction: Do You Need a Financial Advisor? 01:33 Meet the Hosts 03:17 Choosing the Right Financial Advisor 04:25 The Importance of a Written Plan 06:53 Understanding Fiduciaries 09:41 Building a Relationship with Your Advisor 13:34 Essential Questions to Ask Your Advisor 13:59 Understanding Advisor Fees and Transparency 14:44 Building and Updating a Retirement Plan 15:40 Comprehensive Financial Planning 16:44 Advisor's Role in Market Downturns 18:05 Finding the Right Financial Advisor 22:37 Importance of Tax Strategy 24:40 How Many Advisors Should You Interview? 25:51 Conclusion and Final Thoughts Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

    27 мин.

  8. 14 АПР.

    Planning Your Retirement Move: Taxes, Healthcare, & Community

    In today's episode, financial advisors and retirement planners Jim Martin & Casey Bibb discuss the essential steps to prepare for relocating to another state in retirement. They cover key considerations including financial assessment, healthcare and insurance implications, legal and estate planning, and integrating into a new community. They emphasize the importance of understanding state taxes, real estate markets, cost of living, and social security implications. The duo also talks about practical tips like trying out living in the new state for a month and connecting with local social networks. Additionally, they touch on personal stories and the significance of researching all aspects to ensure a smooth and enjoyable transition. http://retirewithmartin.com/ - Learn about working with us www.planwellretirehappy.com 00:00 Introduction: Ready for Sunshine and Relocation 00:40 Personal Thoughts on Relocation 01:12 Meet Casey: Remodeling Updates 02:02 Step 1: Assessing Financial Implications 03:17 State Taxes and Residency 03:43 Real Estate Market and Housing Costs 05:16 Social Security and Pension Considerations 07:17 Healthcare and Insurance Considerations 10:02 Local Senior Services and Final Thoughts 10:59 Happy Meals for Dogs 11:26 Aging and Relocation Considerations 12:31 Estate Planning Essentials 14:07 Building Social Networks in a New State 16:09 Cost of Living Adjustments 17:41 Practical Tips for Relocation 19:29 Casey's Book Report 20:39 Conclusion and Contact Information Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

    22 мин.
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The Make Retirement Great Podcast is your go-to resource for creating a retirement that truly excites you. If you’re ready to simplify retirement planning and learn proven strategies that lead to financial confidence and peace of mind, you’re in the right place. Each week, we’ll dive deep into essential retirement topics, including investment strategies, tax optimization, income withdrawal techniques, Social Security benefits, Medicare and insurance planning, and more. Retirement doesn’t have to be complicated or stressful. Our mission is simple: empower you with practical advice, actionable insights, and clarity so you can spend less time worrying about money and more time enjoying life. Whether you’re close to retirement or already there, our podcast provides clear guidance and real-world solutions designed to help you maximize your retirement lifestyle. Subscribe today and join our growing community committed to making retirement the greatest chapter of life. Your journey to a fulfilling and financially secure retirement starts right here!

Информация

  • Автор
    Jim Martin RFC & Casey Bibb, FPQP
  • Годы выхода
    2024 - 2025
  • Выпуски
    52
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Copyright 2024 All rights reserved.
  • Сайт подкаста
    Make Retirement Great