21 episodes

Have you ever tried to ask someone the specific steps they took to achieve a happy retirement? If you are already successfully retired, have you ever tried to explain to someone how you did it? It is an extremely difficult subject to know and navigate, and ideally we only learn the steps once in our lives. Welcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement. Mike and John draw on a long history of working with families at or near retirement age to achieve their retirement goals and dreams in order to share that knowledge with the audience. They’ll also interview professionals in all aspects of retirement life to gain more insight to share with the listener. Finally, they will spend time each episode using examples from families they work with who are having great success in their ”Retireable” time of life.

Retireable retireable

    • Business
    • 5.0 • 2 Ratings

Have you ever tried to ask someone the specific steps they took to achieve a happy retirement? If you are already successfully retired, have you ever tried to explain to someone how you did it? It is an extremely difficult subject to know and navigate, and ideally we only learn the steps once in our lives. Welcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement. Mike and John draw on a long history of working with families at or near retirement age to achieve their retirement goals and dreams in order to share that knowledge with the audience. They’ll also interview professionals in all aspects of retirement life to gain more insight to share with the listener. Finally, they will spend time each episode using examples from families they work with who are having great success in their ”Retireable” time of life.

    Investment Guardrails and Strategies

    Investment Guardrails and Strategies

    On this episode of Retireable, hosts John and Mike talk about creating and using “guardrails and buffers” with your investment strategies.  Listen to some great ways to create the type of portfolio that will best suit different needs for different people.  Then they continue their ongoing series of Holistic Happenings and what Mike and John see throughout their normal interactions.
     
    https://fsa1.com/ 
     
    #Retireable
    #Retirement
    #FinancialServicesOfAmerica
    #InvestmentBuffers
    #RetirementPlanning
    #HolisticHappenings
     

    • 35 min
    Retirement Account Strategies

    Retirement Account Strategies

    Join the Retireable podcast for a great discussion on retirement accounts and Retired Minimum Distributions!  Planning and optimizing RMDs is an often overlooked strategy for many retirees.  Mike and John discuss different philosophies and planning strategies to try to optimize this phase of retirement, both during those years and before you get to them.
     
    https://fsa1.com/ 
     
    #Retireable
    #Retirement
    #FinancialServicesOfAmerica
    #BucketPlanning
    #RetirementPlanning
    #HolisticHappenings
     

    • 34 min
    Bucket Planning

    Bucket Planning

    Join John and Mike as they discuss Bucket Planning and how it fits within the financial planning concepts for retirement.  They discuss how it helps with finances as well as cases where it may help with advanced concepts like tax-efficiency or income planning in the later years of retirement. Then the hosts continue their ongoing conversation on Holistic Happenings.
     
    https://fsa1.com/ 
     
    #Retireable
    #Retirement
    #FinancialServicesOfAmerica
    #BucketPlanning
    #RetirementPlanning
    #HolisticHappenings
     

    • 38 min
    Pensions and Pension Buyouts

    Pensions and Pension Buyouts

    Pensions and Pension Buyouts!  Join the Retireable hosts and their guest, John Cole, as they discuss some of the changes to the world of pensions and buyout opportunities.  What to expect, and what to look out for. Then Mike and John continue their ongoing discussion of Holistic Happenings. 
     
    Financial Services of America | Personal Financial Planning (fsa1.com)
     
    #Pensions
    #PensionBuyouts
    #HolisticHappenings
    #FinancialServicesOfAmerica
    #Retirement
    #Retireable
     
     

    • 31 min
    Charitable Giving (continued)

    Charitable Giving (continued)

    Join John and Mike in this episode to learn more about charitable giving and the many ways you can give.  They also discuss how giving will impact a family's tax footprint and investment planning.  Many families want to give, they just don’t know the most up to date ways to do it to benefit both the charity and the family.  They then continue their ongoing series of Holistic Happenings about some of the things Mike and John see in their everyday practices while serving families.
     
     
    Financial Services of America | Personal Financial Planning (fsa1.com)
     
    #RetirementPlanning
    #Charity
    #CharitableContributions
    #Retireable
    #Retirement
    #HolisticHappenings
     
     

    • 34 min
    Charitable Giving

    Charitable Giving

    Join John and Mike as they discuss some of the tax rules and ideas for giving to charities in the current environment.  They discuss all kinds of different strategies to feel confident giving a gift and still documenting the tax savings for the gift.  They also continue with their Holistic Happenings conversations about things and ideas they see in their everyday interactions with the families they work with and are referred to.
     
    Financial Services of America | Personal Financial Planning (fsa1.com)
     
    #RetirementPlanning
    #Charity
    #CharitableContributions
    #Retireable
    #Retirement
    #HolisticHappenings
     
     

    • 34 min

Customer Reviews

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2 Ratings

2 Ratings

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Great Information

Valuable information for someone retired or getting ready to retire.

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