21 episodes

Jeff, a Retirement Income Certified Professional (RICP), is trained to structure effective retirement income plans, mitigate risks to the plan, and create a sustainable stream of income to last throughout retirement.

To learn more about the book Retirement Boom™, simply visit http://RetirementBoom.org Jeff is available to discuss with you one-on-one his schedule for television and radio interviews. He would also be thrilled to share his book with your group or organization as a guest speaker.

The Retirement Income Sho‪w‬ Jeff Carter

    • Education
    • 1.7 • 13 Ratings

Jeff, a Retirement Income Certified Professional (RICP), is trained to structure effective retirement income plans, mitigate risks to the plan, and create a sustainable stream of income to last throughout retirement.

To learn more about the book Retirement Boom™, simply visit http://RetirementBoom.org Jeff is available to discuss with you one-on-one his schedule for television and radio interviews. He would also be thrilled to share his book with your group or organization as a guest speaker.

    Staggering Retirement Dates for Dual Income Couples

    Staggering Retirement Dates for Dual Income Couples

    Jeff Carter, one of 1,204 financial advisors in the United States to earn the designation of Retirement Income Certified Professional (RICP) as of Jan. 2015. The total number of financial advisers in the United States is roughly 300,000. The RICP™ designee is trained to understand how to structure effective retirement income plans, how to mitigate risks to the plan and how to create a sustainable stream of income to last throughout retirement years. These college-level courses include: Retirement Income Process, Strategies and Solutions, Sources of Retirement income and Managing the Retirement Income Plan. Jeff has assisted Job Changers, Baby Boomers and Retirees since 1990 answering pressing retirement income planning questions.

    • 26 min
    Why a 401k is not a Replacement for a Pension

    Why a 401k is not a Replacement for a Pension

    Jeff Carter, one of 1,204 financial advisors in the United States to earn the designation of Retirement Income Certified Professional (RICP) as of Jan. 2015. The total number of financial advisers in the United States is roughly 300,000. The RICP™ designee is trained to understand how to structure effective retirement income plans, how to mitigate risks to the plan and how to create a sustainable stream of income to last throughout retirement years. These college-level courses include: Retirement Income Process, Strategies and Solutions, Sources of Retirement income and Managing the Retirement Income Plan. Jeff has assisted Job Changers, Baby Boomers and Retirees since 1990 answering pressing retirement income planning questions.

    • 27 min
    Social Security and Pension Offset

    Social Security and Pension Offset

    If you have worked for a municipality, state or federal government, and in some cases public school systems, you may be affected by rules that reduce or eliminate your Social Security benefits. If you had a job in the private sector during your working years and accrued enough quarters to be eligible for Social Security Benefits in addition to a public-sector pension, this show will be of special interest to you!

    • 28 min
    Guaranteed Lifetime Income is Achievable

    Guaranteed Lifetime Income is Achievable

    This show discusses how to access your retirement savings and create a guaranteed income stream that will last the rest of your life. One important element of tax-sensitive investing is developing a withdrawal strategy, which aims to minimize the effect of taxes while helping to provide you with the income you need. Most investors are familiar with the idea of minimizing taxes during their working years, so they should maintain this same concern limiting taxes on their withdrawals from savings in retirement.

    • 28 min
    Implement & Monitor Your Plan for Retirement Income

    Implement & Monitor Your Plan for Retirement Income

    You may be tempted to think about your projected retirement income as a single block of money. In reality, you probably have multiple sources that may contribute to your projected annual retirement income. Working with a Retirement Income Certified Professional who has specialized expertise will help you translate all this data and informa¬tion into an actionable retirement income plan.

    • 28 min
    Selling Investments to Create Retirement Income

    Selling Investments to Create Retirement Income

    May Selling Investments to Create Retirement Income Cause the Largest Market Decline in History? Remember an Ounce of Prevention is Worth a Pound of Cure!

    • 27 min

Customer Reviews

1.7 out of 5
13 Ratings

13 Ratings

50 and Done! ,

Waste

Way too many ads pushing their products and services. Don't waste your time listening!

Mad MACC ,

Self serving

I have listened to several of these podcasts and find little to no useful information. They are mostly self serving commercials and condemnation of other advisors. Waste of time.

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