Money can be a touchy subject for couples. Planning for retirement is all about how you handle your finances. Important to be on the same page with your spouse. There are surveys telling us people are less confident about their retirement and we will discuss the possible reasons.

If you have questions about your own planning call Robert Cannon 877-359-2919 or click here to visit the website.

Retirement, Saving, Planning, IRA, Roth, Taxes, Healthcare, Pension

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On this week's show If you are retiring in the near future we have some tips that will help make sure you are ready. Expenses in retirement should be on your radar. Retirement may turn out to be more expensive make sure you plan for it.

If you have any questions about your retirement situation

call Robert Cannon 877-359-2919 or click here to visit our website.

Retire, Plan, Save, 401K, IRA, Roth, Healthcare, Taxes

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On this week’s show we discuss concerns people have with working with a financial advisor. We will also dispel those concerns.

If you have any questions concerning your retirement call Robert Cannon 877-359-2919 or click here to visit our website

Retire, Plan, Budget, Save, Taxes, Roth, 401K, Pension

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On this week’s show it’s all about Peak 65, what on earth is that? We will tell you the significance of that term. Do you feel late to the retirement planning game? If you’re in your 50’s stay tuned we have some tips you don’t want to miss.

If you have any questions call Experity CPA 877-359-2919 or click here to visit our website.

Retirement, Planning, Roth, IRA, TSP, Saving, Taxes

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Guaranteed income in retirement sounds good and we will discuss how you can do it. Yes the "A" word will be uttered and discussed. Annuity talk coming up. We also will tackle retirement scenarios. How will our host handle these different retirement situations? Stay tuned.

If you have any questions concerning your retirement

call Experity CPA 877-359-2919 or click here to visit our website.

Retire, Plan, Budget, Save, Taxes, Roth, 401K, Pension

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On this week’s show we start with the beginning. Where should you focus when you first start planning for retirement? We all make mistakes, but it’s how you recover that is vital. Same goes for retirement planning. If you make a financial mistake we will discuss ways to bounce back.

If you have any questions about your own retirement call

Robert Cannon 877-359-2919 or click here to visit our website.

Retirement, Planning, 401K, IRA, Roth, Saving, Taxes

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On this week’s show we discuss covering your bases. We will discuss the foundation of retirement planning and the things you need to know. We have strategies that can help provide peace of mind when it comes to retirement.

If you have any questions call Experity CPA 877-359-2919 or click here to visit the website.

Retire, Save, Plan, Taxes, 401K, Roth, Healthcare

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On this week’s program we go all in on the tax conversation and how important it is to plan well. Fees in retirement are going to be there, but today we talk about the fees you should never pay.

If you have any questions concerning your retirement call Eperity CPA 877-359-2919 or click here to visit the website.

Retirement, Risk, Planning, Taxes, Saving, 401K, Roth

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