Shows
Retirement Starts TodayEarly Filers Should Wait to Submit Their Tax Return in 2023, the IRS WarnsDo you typically like to get your taxes done early? Before you rush out to submit your tax return, listen to this episode to hear why you might want to wait. In this episode, we’ll explore a CNBC article by Kate Dore that lists the reasons you may want to wait to file your taxes in 2023. After the Retirement Headlines segment, Bret and I will discuss the differences between bonds and bond funds to see if we can answer which one is better. Finally, in the Personal Development section, Scott from Houston will let us k...2023-02-1320 minRetirement Starts TodayRaise Your Healthy Deserve Level – an Interview with Gary KadiI’m so excited to bring you this interview with Gary Kadi. Gary is the author of one of the best books I read in 2022, Raise Your Healthy Deserve Level. I call this an accidental retirement book because although it is not specifically written for retirees, many topics apply to retirement. Gary has so much to share in this interview. We discuss how to receive good things in life, how your net worth is directly proportional to your self-worth, why you shouldn’t reject good things, why only 5% of people retire with financial freedom, and how to find fu...2023-02-0629 minRetirement Starts TodayWhat Old Age Might Be Like for Today’s 30-Year-OldsHave you ever thought about what the future might be like for your children and grandchildren? In this week’s retirement headline, we’ll explore a Wall Street Journal article called What Old Age Might Be Like for Today’s 30-Year-Olds. During the listener questions segment, one listener wonders whether it is possible to have too much Roth money. Finally, stay tuned for the personal development segment where we learn what Jerry is doing to find purpose and stay active in retirement. Outline of This Episode [1:22] What old age might look like for today’s 30-year-o...2023-01-2319 minRetirement Starts TodayThe Inflation Reduction Act - What it Means for RetireesI’m sure you have heard the news about the recent Inflation Reduction Act, but what will this Act mean to you as a retiree? We’ll explore this question by examining an article written by Kelly Anne Smith over at Forbes. If politics isn’t your thing, don’t worry, it’s not mine either. I scour the internet looking for the most neutral, least political articles that I can get my hands on. So, if you are interested in only the facts and how they apply to you, then don’t miss out on the retirement hea...2022-09-1215 minRetirement Starts TodayCities That Will Pay You to Leave TownHave you considered moving to a new city in retirement? If you work in the tech industry you may find a city willing to pay you to move there. In today’s retirement headline segment, we’ll dive into an article written by Christopher Mims at The Wall Street Journal which explores towns that provide incentives to lure highly paid tech workers away from Silicon Valley. Don’t miss out on the listener question segment especially if you have or are considering an annuity. I’ll explain the various fees, benefits, and drawbacks to these insurance i...2022-08-1519 min