46 episodes

Retirement Today is a podcast for retirees and pre-retirees looking to gain knowledge during the fundamental shift in their lives when it comes to retirement. We believe that your best is yet to come and you deserve to get good information to make good retirement decisions. Michael Reese has been in the financial industry for 20 years and it has become clear that the industry as a whole, firms particularly, are failing American families. Michael will share topics such as retirement, retirement income planning, reducing unnecessary taxes, protection from market risk, estate planning strategies, social security, long-term healthcare, medicare and more.

Retirement Today Michael Reese

    • Investing
    • 5.0 • 17 Ratings

Retirement Today is a podcast for retirees and pre-retirees looking to gain knowledge during the fundamental shift in their lives when it comes to retirement. We believe that your best is yet to come and you deserve to get good information to make good retirement decisions. Michael Reese has been in the financial industry for 20 years and it has become clear that the industry as a whole, firms particularly, are failing American families. Michael will share topics such as retirement, retirement income planning, reducing unnecessary taxes, protection from market risk, estate planning strategies, social security, long-term healthcare, medicare and more.

    046: RMDs In 2021

    046: RMDs In 2021

    2020 was an eventful year and we experienced a lot of changes. One of those changes was the waiver of required minimum distributions (RMDs) in 2020. However, we are now in 2021 and RMDs are back. Join Zach Holcomb and Michael Reese, CFP as they talk all things RMDs and what you need to do to prepare for them in retirement.

    https://www.irs.gov/pub/irs-tege/uniform_rmd_wksht.pdf

    • 26 min
    045: Long-Term Care Without Insurance

    045: Long-Term Care Without Insurance

    Long-Term care. While it's not fun to think about, but if you narrow down your choices a bit, making a plan for what for some ends up costing several thousand per month becomes less daunting.

    Join Zach Holcomb and Michael Reese, CFP as they discuss a new way to take long term care in retirement, along with other strategies to plan for health care coverage in your retirement years.

    https://longtermcare.acl.gov/the-basics/how-much-care-will-you-need.html

    • 29 min
    044: Spousal Tax Trap

    044: Spousal Tax Trap

    When you lose a spouse, your tax picture drastically changes, and not for the better. While this can be an uncomfortable topic, it is important to address this.

    Join Zach Holcomb and Michael Reese, CFP as they discuss ways you can prevent leaving your spouse with an uncertain tax future.

    • 28 min
    043: How Much Money Do You Need to Retire?

    043: How Much Money Do You Need to Retire?

    Have you ever asked yourself "How much money do I need to retire?" That is a loaded question. But it's important to have some idea of where you want to go so you can plan for it.

    Join Zach Holcomb and Michael Reese, CFP as they discuss 4 factors to help determine the answer to the question every retiree asks.

    • 28 min
    042: Election Results & The Impact on the Markets in 2021

    042: Election Results & The Impact on the Markets in 2021

    Every four years, the U.S. presidential election can have a major impact on policy, laws and foreign relations. But how do presidential elections affect the market?

    Join Michael Reese, CFP and Zach Holcomb as they take a look at how the election results may impact your personal finances: taxes, investments, health care, retirement, and more.

    • 25 min
    041: When Should You Take Social Security

    041: When Should You Take Social Security

    Social security is a major part of your retirement income, even if you already have plenty of assets. Determining when to start collecting social security is an important financial decision that requires careful consideration of many factors.

    Join Michael Reese, CFP and Zach Holcomb as they dive into a discussion on weighing your options, and carefully assessing the factors you need to be aware of, before making the decision to start your social security.

    • 25 min

Customer Reviews

5.0 out of 5
17 Ratings

17 Ratings

L.Flynn1 ,

Financial Advisor

Abosolutely excellent! Must hear for any retiree or soon to be retired.

M.Bigler ,

Good listen!

Mike is highly knowledgeable and makes complex topics easy to understand. Great listen with great information!

SR120193 ,

Great podcast!

Mike does a great job on making the financial concepts easier to understand!

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