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RichLife Retirement Show with Beau Henderson2025-10-2029 minCherry Nisa2025-09-0100 minRichLife Retirement Show with Beau Henderson2025-08-1850 minRichLife Retirement Show with Beau Henderson2025-08-0447 minRichLife Retirement Show with Beau Henderson2025-06-3049 minRichLife Retirement Show with Beau Henderson2025-06-1650 minRichLife Retirement Show with Beau Henderson2025-06-0247 minRichLife Retirement Show with Beau Henderson2025-05-1947 minRichLife Retirement Show with Beau Henderson2025-05-1248 minRichLife Retirement Show with Beau Henderson2025-05-0547 minRichLife Retirement Show with Beau Henderson2025-04-2846 minRichLife Retirement Show with Beau Henderson2025-04-0847 minRichLife Retirement Show with Beau Henderson
RichLife Retirement Show with Beau HendersonFive Crucial Conversations Every Couple Must Have About Money and Retirement - EP 026𝗜𝘀 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘂𝘀𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝗹𝘆 𝗽𝗿𝗲𝗽𝗮𝗿𝗲𝗱 𝗳𝗼𝗿 𝗹𝗶𝗳𝗲 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘆𝗼𝘂? 𝗠𝗼𝘀𝘁 𝗮𝗿𝗲𝗻'𝘁, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗰𝗼𝗻𝘀𝗲𝗾𝘂𝗲𝗻𝗰𝗲𝘀 𝗰𝗮𝗻 𝗯𝗲 𝗱𝗲𝘃𝗮𝘀𝘁𝗮𝘁𝗶𝗻𝗴.On this week's RichLife Retirement Show, Beau Henderson and Bruce Steinbrock discuss the 𝗳𝗶𝘃𝗲 𝗰𝗿𝘂𝗰𝗶𝗮𝗹 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀 𝗲𝘃𝗲𝗿𝘆 𝗰𝗼𝘂𝗽𝗹𝗲 𝗺𝘂𝘀𝘁 𝗵𝗮𝘃𝗲 about money and retirement planning.  Why income typically drops by ONE-THIRD when a spouse passes, yet taxes often INCREASE for the survivor How to create a specific "Plan B" that protects your spouse if you pass away first The importance of understanding each other's money styles and aligning financial values Why legacy planning starts with your surviving spouse, not just children or charities How the 𝗥𝗶𝗰𝗵𝗟𝗶𝗳𝗲 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗥𝗼𝗮𝗱𝗺𝗮𝗽 addresses these concerns to create confidence, not confusionDon't leave your loved one vulnerable. Tune in to learn how proper planning now can protect your spouse later.To learn more, visit www.RichLifeAdvisors.comConnect with us:https://www.facebook.com/RichLifeAdvisors/https://www.youtube.com/@richlifeadvisors https://www.linkedin.com/company/richlifeadvisors/https://twitter.com/RichLifeAdvisorDisclosure: Beau Henderson is an investment advisor representative with Fiduciary...
2025-04-0150 minRichLife Retirement Show with Beau Henderson
RichLife Retirement Show with Beau HendersonDeclutter Your Life, Boost Your Retirement: Secrets from The Garage Sale Millionaire𝗪𝗮𝗻𝘁 𝘁𝗼 𝗹𝗲𝗮𝗿𝗻 𝗵𝗼𝘄 𝘁𝗼 𝘁𝘂𝗿𝗻 𝘆𝗼𝘂𝗿 𝗴𝗮𝗿𝗮𝗴𝗲 𝗰𝗹𝘂𝘁𝘁𝗲𝗿 𝗶𝗻𝘁𝗼 𝗰𝗮𝘀𝗵? 𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿 𝗵𝗼𝘄 𝘁𝗵𝗲 '𝗚𝗮𝗿𝗮𝗴𝗲 𝗦𝗮𝗹𝗲 𝗠𝗶𝗹𝗹𝗶𝗼𝗻𝗮𝗶𝗿𝗲' 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗺𝗮𝗸𝗲 $𝟭,𝟬𝟬𝟬 𝗼𝗿 𝗺𝗼𝗿𝗲 𝗮𝘁 𝘆𝗼𝘂𝗿 𝗻𝗲𝘅𝘁 𝘆𝗮𝗿𝗱 𝘀𝗮𝗹𝗲!Retirement isn’t about slowing down — it’s about getting creative with your time, energy, and resources. In today's episode of RichLife Retirement, Aaron LaPedis, the Garage Sale Millionaire, talks about how retirees can boost their income, declutter their homes, and even start a fun side hustle—all from their own garage.How to fund travel, hobbies, or grandkid time — without touching your savings What household items could bring in hundreds (or more!) How to make your next garage sale a $1,000+ win Online selling tips for retirement-aged beginners How to turn “stuff” into meaningful memories (and money)Whether you’re looking to boost your income, reduce stress, or just do something productive and profitable, this episode is packed with inspiration to help you enjoy retirement your way.Check out Aaron's website to learn more about his strategies and pick up a copy of his book: https://thegaragesalemillionaire.com/Ready to...
2025-03-2446 minRichLife Retirement Show with Beau Henderson
RichLife Retirement Show with Beau HendersonDeclutter Your Life, Boost Your Retirement: Secrets from The Garage Sale Millionaire Aaron LaPedis EP 025𝗪𝗮𝗻𝘁 𝘁𝗼 𝗹𝗲𝗮𝗿𝗻 𝗵𝗼𝘄 𝘁𝗼 𝘁𝘂𝗿𝗻 𝘆𝗼𝘂𝗿 𝗴𝗮𝗿𝗮𝗴𝗲 𝗰𝗹𝘂𝘁𝘁𝗲𝗿 𝗶𝗻𝘁𝗼 𝗰𝗮𝘀𝗵? 𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿 𝗵𝗼𝘄 𝘁𝗵𝗲 '𝗚𝗮𝗿𝗮𝗴𝗲 𝗦𝗮𝗹𝗲 𝗠𝗶𝗹𝗹𝗶𝗼𝗻𝗮𝗶𝗿𝗲' 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗺𝗮𝗸𝗲 $𝟭,𝟬𝟬𝟬 𝗼𝗿 𝗺𝗼𝗿𝗲 𝗮𝘁 𝘆𝗼𝘂𝗿 𝗻𝗲𝘅𝘁 𝘆𝗮𝗿𝗱 𝘀𝗮𝗹𝗲!Retirement isn’t about slowing down — it’s about getting creative with your time, energy, and resources. In today's episode of the RichLife Retirement Show, Aaron LaPedis, the Garage Sale Millionaire, talks about how retirees can boost their income, declutter their homes, and even start a fun side hustle—all from their own garage.How to fund travel, hobbies, or grandkid time — without touching your savings What household items could bring in hundreds (or more!) How to make your next garage sale a $1,000+ win Online selling tips for retirement-aged beginners How to turn “stuff” into meaningful memories (and money)Whether you’re looking to boost your income, reduce stress, or just do something productive and profitable, this episode is packed with inspiration to help you enjoy retirement your way.To learn more, visit www.RichLifeAdvisors.comConnect with us:https://www.facebook.com/RichLifeAdv...
2025-03-2446 minRichLife Retirement Show with Beau Henderson2025-03-1747 minRichLife Retirement Show with Beau Henderson2025-03-0347 minRichLife Retirement Show with Beau Henderson2025-02-2446 minRichLife Retirement Show with Beau Henderson2025-02-1747 minRichLife Retirement Show with Beau Henderson
RichLife Retirement Show with Beau HendersonThe Retirement Revolution: Starting Your Next Great Chapter with Tom Loegering - EP 021𝗪𝗵𝗮𝘁 𝗶𝗳 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝘄𝗮𝘀𝗻'𝘁 𝗮𝗯𝗼𝘂𝘁 𝘀𝘁𝗼𝗽𝗽𝗶𝗻𝗴 𝘄𝗼𝗿𝗸, 𝗯𝘂𝘁 𝗮𝗯𝗼𝘂𝘁 𝘀𝘁𝗮𝗿𝘁𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗻𝗲𝘅𝘁 𝗴𝗿𝗲𝗮𝘁 𝗮𝗱𝘃𝗲𝗻𝘁𝘂𝗿𝗲 - 𝘄𝗵𝗶𝗹𝗲 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁𝗹𝘆 𝗻𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝘁𝗼𝗱𝗮𝘆'𝘀 𝗰𝗵𝗮𝗻𝗴𝗶𝗻𝗴 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗹𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲?Join us on RichLife Retirement as we sit down with Tom Loegering, an inspiring 86-year-old entrepreneur who challenges traditional retirement thinking. As the author of "Success or Failure: The Choice is Yours," Tom shares his framework for living a purposeful life through what he calls the Seven Pillars:Personal Development - Define your life's purpose and core values Financial Wellness - Create multiple income streams that help protect against inflation Family Relationships - Build meaningful connections while maintaining healthy boundaries Physical Health - Develop a wellness plan that supports your lifestyle goals Community Impact - Find ways to give back and make your world betterTom proves that retirement isn't about stepping back – it's about stepping into your next chapter with confidence and purpose. Having "failed" at retiring seven times, he continues to own a golf course, teach children...
2025-02-1046 minRichLife Retirement Show with Beau Henderson
RichLife Retirement Show with Beau HendersonBalancing True Wealth and Healthcare Planning: A Holistic Approach to Retirement Success with Monique Gagne - EP 020𝗪𝗵𝗮𝘁'𝘀 𝘁𝗵𝗲 𝗽𝗼𝗶𝗻𝘁 𝗼𝗳 𝗰𝗿𝗲𝗮𝘁𝗶𝗻𝗴 𝗺𝗲𝗺𝗼𝗿𝗮𝗯𝗹𝗲 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝘀 𝗶𝗳 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲𝗻'𝘁 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗲𝗱 𝘆𝗼𝘂𝗿 𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝘁𝗼 𝗲𝗻𝗷𝗼𝘆 𝘁𝗵𝗲𝗺?This week's RichLife Retirement Show tackles both sides of retirement success: creating true wealth AND helping to manage it appropriately. Join special guest Monique Gagne (The Money Mom) and Bruce Steinbrock as we explore:🎯  Why using money as a tool to create experiences matters more than accumulating "stuff" 🎯  How to help align your financial decisions with what brings you joy 🎯  Understanding the 5 ways to address long-term care needs (70% of people over 65 will need some form of long-term care) 🎯  Strategies to help prepare for healthcare costs that could exceed $315,000 during retirement 🎯  Why honest money conversations are crucial for couples planning retirementWe're also answering listener questions from the AskBeau.com mailbag. 𝘉𝘦 𝘴𝘶𝘳𝘦 𝘵𝘰 𝘴𝘦𝘯𝘥 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘲𝘶𝘦𝘴𝘵𝘪𝘰𝘯𝘴 𝘴𝘰 𝘺𝘰𝘶 𝘤𝘢𝘯 𝘨𝘦𝘵 𝘵𝘩𝘦 𝘢𝘯𝘴𝘸𝘦𝘳𝘴 𝘺...
2025-02-0349 minRichLife Retirement Show with Beau Henderson2025-01-2748 minRichLife Retirement Show with Beau Henderson
RichLife Retirement Show with Beau HendersonGut Health, True Wealth, and Your RichLife Retirement with Dr. Sandeep Grewal EP 018𝗗𝗶𝗱 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝘁𝗵𝗮𝘁 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝗽𝘀𝘆𝗰𝗵𝗼𝗹𝗼𝗴𝗶𝗰𝗮𝗹 𝗯𝗮𝗿𝗿𝗶𝗲𝗿𝘀 𝗽𝗿𝗲𝘃𝗲𝗻𝘁𝗶𝗻𝗴 𝘆𝗼𝘂 𝗳𝗿𝗼𝗺 𝗱𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗻𝗴 𝗺𝗼𝗻𝗲𝘆 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂𝗿 𝗳𝗮𝗺𝗶𝗹𝘆 𝗰𝗼𝘂𝗹𝗱 𝗯𝗲 𝘀𝗮𝗯𝗼𝘁𝗮𝗴𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗵𝗲𝗮𝗹𝘁𝗵 𝗮𝗻𝗱 𝘄𝗲𝗮𝗹𝘁𝗵 𝗴𝗼𝗮𝗹𝘀?Special guest Dr. Sandeep Grewal, a board-certified internal medicine physician, author of "Fat Me Not"  https://www.amazon.com/Fat-Me-Not-Weight-Loss-Diet-Future/dp/0990924718 and co-inventor of the "Slim Plate System", joins RichLife Retirement to explore the fascinating connection between physical wellness and financial confidence.𝗞𝗲𝘆 𝗵𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗶𝘀 𝗲𝗽𝗶𝘀𝗼𝗱𝗲:🍃  Learn why 1960s thinking about weight loss could be holding you back and discover the latest science-based strategies for sustainable results🍃  Understand why 62% of Americans avoid important money conversations with family and how to break this costly silence🍃  Discover how the "Skittles Picnic Principle" can transform both your retirement planning and personal relationships🍃  Get expert insights on creating lasting change through small, sustainable steps rather than quick fixesWe're also answering listener questions from the AskBeau.com mailbag. 𝘉𝘦 𝘴𝘶𝘳𝘦 𝘵𝘰 s𝘦𝘯𝘥 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘲𝘶𝘦𝘴𝘵𝘪𝘰𝘯𝘴 𝘴𝘰 𝘺𝘰𝘶 𝘤𝘢𝘯 𝘨𝘦𝘵 𝘵𝘩𝘦 𝘢𝘯𝘴𝘸𝘦𝘳𝘴 𝘺𝘰𝘶 𝘯𝘦𝘦𝘥 𝘵𝘰 𝘩𝘦𝘭𝘱 𝘥𝘦𝘴𝘪𝘨𝘯 𝘺𝘰𝘶𝘳 𝘙𝘪𝘤𝘩𝘓𝘪𝘧𝘦 𝘙𝘦𝘵𝘪𝘳𝘦𝘮𝘦𝘯𝘵.To learn more, visit www.RichLifeAdvisors.comConnect with us:https://www...
2025-01-2048 minRichLife Retirement Show with Beau Henderson
RichLife Retirement Show with Beau HendersonSocial Security in 2025: The 96% Social Security Mistake - Are You Making It, Too? with Marc Kiner EP 017𝗗𝗶𝗱 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝘁𝗵𝗮𝘁 𝟵𝟲% 𝗼𝗳 𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝗻𝘀 𝗺𝗮𝘆 𝗯𝗲 𝗺𝗶𝘀𝘀𝗶𝗻𝗴 𝗼𝘂𝘁 𝗼𝗻 𝘁𝗵𝗼𝘂𝘀𝗮𝗻𝗱𝘀 𝗶𝗻 𝗦𝗼𝗰𝗶𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝘁𝗵𝗲𝘆'𝘃𝗲 𝗲𝗮𝗿𝗻𝗲𝗱? 𝘐𝘵'𝘴 𝘯𝘰𝘵 𝘢𝘣𝘰𝘶𝘵 𝘵𝘪𝘮𝘪𝘯𝘨 𝘢𝘭𝘰𝘯𝘦 – 𝘪𝘵'𝘴 𝘢𝘣𝘰𝘶𝘵 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥𝘪𝘯𝘨 𝘩𝘰𝘸 𝘺𝘰𝘶𝘳 𝘶𝘯𝘪𝘲𝘶𝘦 𝘴𝘪𝘵𝘶𝘢𝘵𝘪𝘰𝘯 𝘢𝘧𝘧𝘦𝘤𝘵𝘴 𝘺𝘰𝘶𝘳 𝘣𝘦𝘯𝘦𝘧𝘪𝘵𝘴.Special guests Marc Kiner and Jim Blair from the National Social Security Association return to the Retirement Resource today to help unpack these crucial insights about Social Security: 🎯  Learn how political changes could affect future benefits and why there's no need for immediate panic 🎯  Discover why checking your online Social Security statement is your essential first step 🎯  Understand how the new Social Security Fairness Act could help government workers 🎯  Find out why "situational Social Security" matters more than following general rules 🎯  Get clarity on the Trust Fund's future and what it means for your planningWe're also answering listener questions from the AskBeau.com mailbag.   Don’t leave your retirement to chance.  In his soon-to-be-released book "Social Security Clarity," retirement specialist Beau Henderson breaks down the complex 20,000-page Social Security rulebook into simple, actionable steps to help you understand the rules that apply to your unique household situation. Join our book launch waiting list now by visiting
2025-01-1346 minRichLife Retirement Show with Beau Henderson
RichLife Retirement Show with Beau HendersonSocial Security Planning: One Size Does Not Fit All with Marc Kiner - EP 016𝗔𝗿𝗲 𝘆𝗼𝘂 𝗽𝗮𝗿𝘁 𝗼𝗳 𝘁𝗵𝗲 𝟵𝟲%  𝗼𝗳 𝗽𝗲𝗼𝗽𝗹𝗲 𝘄𝗵𝗼 𝗮𝗿𝗲𝗻'𝘁 𝗼𝗽𝘁𝗶𝗺𝗶𝘇𝗶𝗻𝗴 𝘁𝗵𝗲𝗶𝗿 𝗦𝗼𝗰𝗶𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀? 𝗪𝗵𝗲𝗻 𝗶𝘁 𝗰𝗼𝗺𝗲𝘀 𝘁𝗼 𝗰𝗹𝗮𝗶𝗺𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗦𝗼𝗰𝗶𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀, 𝗼𝗻𝗲 𝘀𝗶𝘇𝗲 𝗱𝗼𝗲𝘀𝗻'𝘁  𝗳𝗶𝘁 𝗮𝗹𝗹! During this episode of RichLife Retirement, Marc Kiner from the National Social Security Association discusses why optimizing your Social Security claiming strategy is so important.  Marc is sharing critical insights about:🎯 Why your Social Security strategy should be uniquely tailored to your situation🎯 How married couples can work together to coordinate their benefits for optimal household income🎯 Important considerations for divorced individuals that could increase their benefits🎯 Key strategies to help enhance survivor benefits for your loved ones🎯 Common myths and mistakes to avoid when claiming Social SecurityWe're also answering listener questions from the AskBeau.com mailbag. 𝘉𝘦 𝘴𝘶𝘳𝘦 𝘵𝘰 𝘴𝘦𝘯𝘥 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘲𝘶𝘦𝘴𝘵𝘪𝘰𝘯𝘴 𝘴𝘰 𝘺𝘰𝘶 𝘤𝘢𝘯 𝘨𝘦𝘵 𝘵𝘩𝘦 𝘢𝘯𝘴𝘸𝘦𝘳𝘴 𝘺𝘰𝘶 𝘯𝘦𝘦𝘥 𝘵𝘰 𝘩𝘦𝘭𝘱 𝘥𝘦𝘴𝘪𝘨𝘯 𝘺𝘰𝘶𝘳 𝘙𝘪𝘤𝘩𝘓𝘪𝘧𝘦 𝘙𝘦𝘵𝘪𝘳𝘦𝘮𝘦𝘯𝘵.Don’t leave your retirement to chance.  In his soon-to-be-released book "Social Security Clarity," retirement specialist Beau Henderson breaks down the complex 20,000-page Social Secur...
2025-01-0646 minRichLife Retirement Show with Beau Henderson2024-12-1649 minRichLife Retirement Show with Beau Henderson2024-12-0949 minRichLife Retirement Show with Beau Henderson
RichLife Retirement Show with Beau HendersonRetirement Planning in a Changing Political Landscape: Navigating Taxes, Legacy, and Managing Your Financial Future EP 013𝗪𝗶𝘁𝗵 𝗧𝗿𝘂𝗺𝗽'𝘀 𝗿𝗲-𝗲𝗹𝗲𝗰𝘁𝗶𝗼𝗻, 𝘄𝗶𝗹𝗹 𝘆𝗼𝘂𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝘁𝗮𝘅 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗻𝗲𝗲𝗱 𝗮 𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲 𝗼𝘃𝗲𝗿𝗵𝗮𝘂𝗹, 𝗼𝗿 𝗰𝗼𝘂𝗹𝗱 𝗿𝘂𝘀𝗵𝗶𝗻𝗴 𝘁𝗼 𝗺𝗮𝗸𝗲 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝗯𝗲 𝗮 𝗰𝗼𝘀𝘁𝗹𝘆 𝗺𝗶𝘀𝘁𝗮𝗸𝗲?The 2024 election may have ended, but the questions about your retirement planning are just beginning. On this week's RichLife Retirement Show, Bruce Steinbrock and I are exploring critical insights that could impact your financial future:🔹 Why the Trump tax cuts extension isn't a permanent solution - and what this means for your retirement planning🔹 The uncomfortable truth about why waiting to create your estate plan could cost your family thousands in unnecessary taxes and legal fees🔹 How to build a "mathematically certain" retirement strategy that works regardless of who's in the White House🔹 Essential estate planning documents you need NOW (93% of Americans are missing these!)🔹 The critical difference between reactive and proactive retirement planning - and why it could make or break your retirement dreamsTaking Action: Your Next StepsSchedule a Rich Life Retirement Review...
2024-11-2549 minRichLife Retirement Show with Beau Henderson
RichLife Retirement Show with Beau HendersonWhy Your Parents' Retirement Plan Won't Work for You: A Millennial Guide𝗠𝗶𝗹𝗹𝗲𝗻𝗻𝗶𝗮𝗹𝘀, 𝗮𝗿𝗲 𝘆𝗼𝘂 𝗳𝗲𝗲𝗹𝗶𝗻𝗴 𝗹𝗲𝘀𝘀 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁 𝗮𝗯𝗼𝘂𝘁 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝘁𝗵𝗮𝗻 𝘆𝗼𝘂𝗿 𝗽𝗮𝗿𝗲𝗻𝘁𝘀' 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝗱𝗶𝗱? 𝗬𝗼𝘂'𝗿𝗲 𝗻𝗼𝘁 𝗮𝗹𝗼𝗻𝗲.Did you know the oldest Millennials are now in their early 40s and facing retirement questions their parents never had to consider? This week on The RichLife Retirement Show, Bruce Steinbrock and I explore how today's economic landscape is reshaping retirement planning across generations.𝗛𝗲𝗿𝗲'𝘀 𝘄𝗵𝗮𝘁 𝘄𝗲'𝗹𝗹 𝗯𝗲 𝘁𝗮𝗹𝗸𝗶𝗻𝗴 𝗮𝗯𝗼𝘂𝘁:The evolving retirement landscape: Why what worked for previous generations may need a fresh approachUnderstanding the "certainty of uncertainty" and developing strategies to navigate life's unpredictable momentsThree essential steps for today's retirement planning:          ==>> Clarifying and organizing your financial puzzle pieces          ==>> Understanding the rules that apply to your specific situation          ==>> Modeling viable scenarios to help make informed decisionsHow to take a proactive approach to retirement planning at any stage of lifeJoin us as we discuss practical strategies for building retirement confidence in today's changing world.𝘛𝘦𝘹𝘵 '𝘷𝘪𝘴𝘪𝘵' 𝘵𝘰 877-731-7424 𝘵𝘰 𝘴𝘤𝘩𝘦𝘥𝘶𝘭𝘦 𝘺𝘰𝘶𝘳 𝘙𝘪𝘤𝘩𝘓𝘪𝘧𝘦 𝘙...
2024-11-1849 minRichLife Retirement Show with Beau Henderson2024-10-2149 minRichLife Retirement Show with Beau Henderson2024-10-0749 minMy Blog » lowe132024-10-0500 minRichLife Retirement Show with Beau Henderson2024-09-2349 minRichLife Retirement Show with Beau Henderson
RichLife Retirement Show with Beau HendersonPreparing for the $90 Trillion Wealth Transfer: Strategies for Boomers, Millennials and Everyone Else𝗕𝗼𝗼𝗺𝗲𝗿𝘀 𝗮𝗻𝗱 𝗠𝗶𝗹𝗹𝗲𝗻𝗻𝗶𝗮𝗹𝘀, a𝗿𝗲 𝘆𝗼𝘂 𝗽𝗿𝗲𝗽𝗮𝗿𝗲𝗱 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗮𝗻𝗱 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝘁𝗵𝗮𝘁 𝗮𝗿𝗲 𝗰𝗼𝗺𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗹𝗮𝗿𝗴𝗲𝘀𝘁 𝘄𝗲𝗮𝗹𝘁𝗵 𝘁𝗿𝗮𝗻𝘀𝗳𝗲𝗿 𝗶𝗻 𝗵𝘂𝗺𝗮𝗻 𝗵𝗶𝘀𝘁𝗼𝗿𝘆?During this episode of the RichLife Retirement Show, Bruce Steinbrock and I are talking about the $90 Trillion 1 (not a typo) that is set to change hands over the next two decades, potentially making Millennials the wealthiest generation ever. We’re discussing millennials' characteristics and financial habits, and concerns about whether millennials have developed the necessary skills and principles to effectively manage and grow their soon-to-be inherited wealth. Bruce and I also touch on the significance of the "sandwich generation" role many millennials find themselves in, supporting both their aging parents and their children financially. This adds complexity to their financial planning and wealth management.This seismic shift in wealth distribution raises important questions about inheritance, legacy planning, and financial preparedness. We’re talking about why:⇒  Boomers and Millennials need to plan ahead to effectively manage this wealth...
2024-09-0949 minRichLife Retirement Show with Beau Henderson2024-09-0249 minRichLife Retirement Show with Beau Henderson
RichLife Retirement Show with Beau HendersonProactive Planning to Help Maximize Your Retirement IncomeA𝗿𝗲 𝘆𝗼𝘂 𝗽𝗮𝘆𝗶𝗻𝗴 𝗺𝗼𝗿𝗲 𝘁𝗮𝘅𝗲𝘀 𝘁𝗵𝗮𝗻 𝗻𝗲𝗰𝗲𝘀𝘀𝗮𝗿𝘆 𝗶𝗻 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁? 𝗗𝗶𝗱 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝘁𝗵𝗮𝘁 𝘄𝗵𝗲𝗻 𝘆𝗼𝘂 𝗿𝗲𝘁𝗶𝗿𝗲, 𝘆𝗼𝘂𝗿 𝘁𝗮𝘅 𝘀𝗶𝘁𝘂𝗮𝘁𝗶𝗼𝗻 𝗰𝗮𝗻 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗯𝗲𝗰𝗼𝗺𝗲 𝗺𝗼𝗿𝗲 𝗰𝗼𝗺𝗽𝗹𝗲𝘅? 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗶𝗻𝗰𝗼𝗺𝗲 𝘀𝘁𝗿𝗲𝗮𝗺𝘀—S𝗼𝗰𝗶𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆, 𝟰𝟶𝟭(𝗸)𝘀, 𝗜𝗥𝗔𝘀—a𝗿𝗲 𝘁𝗮𝘅𝗲𝗱 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗹𝘆. 𝗠𝗮𝗻𝘆 𝗿𝗲𝘁𝗶𝗿𝗲𝗲𝘀 𝘂𝗻𝗸𝗻𝗼𝘄𝗶𝗻𝗴𝗹𝘆 𝗼𝘃𝗲𝗿𝗽𝗮𝘆 𝗨𝗻𝗰𝗹𝗲 𝗦𝗮𝗺 𝗱𝘂𝗲 𝘁𝗼 𝗮 𝗹𝗮𝗰𝗸 𝗼𝗳 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝘁𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴. 𝗕𝘂𝘁 𝗶𝘁 𝗱𝗼𝗲𝘀𝗻'𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼 𝗯𝗲 𝘁𝗵𝗮𝘁 𝘄𝗮𝘆…Bruce Steinbrock and I are discussing key strategies to help manage your retirement dollars and potentially help you keep more of your hard-earned money. We're looking at:==> How to structure withdrawals from different accounts for optimal tax efficiency==> Strategies for managing your income to avoid higher tax brackets==> The power of Roth conversions*** and when they make sense for your situation==> Tax implications when a spouse passes away and how to prepare==> How being proactive, not reactive, can lead to substantial tax savingsKey Insights from This Episode:1. The Longevity Factor: Discover why living longer can be both a blessing and a financial challenge in retirement.2. Tax Planning Strategies: Learn about opportunities to optimize your tax situation before and during retirement.3. Social Security Considerations: Understand how working part-time in retirement might affect your Social Security benefits.4. Market Volatility Concerns: Explore strategies for managing your retirement savings during market downturns.5. Proactive Planning: Find out why being proactive is crucial for retirement success.6. Planning For The Death of a Spouse: We also touch on the financial impact of losing a spouse and how to prepare for this eventuality.
2024-08-2749 minRichLife Retirement Show with Beau Henderson
RichLife Retirement Show with Beau HendersonUnderstanding Social Security COLA + How Behavioral Bias Affects Your Financial Decisions𝗔𝘀 𝟮𝟬𝟮𝟱 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵𝗲𝘀, 𝗵𝗮𝘃𝗲 𝘆𝗼𝘂 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿𝗲𝗱 𝗵𝗼𝘄 𝘁𝗵𝗲 𝘂𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗦𝗼𝗰𝗶𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗰𝗼𝘀𝘁 𝗼𝗳 𝗹𝗶𝘃𝗶𝗻𝗴 𝗮𝗱𝗷𝘂𝘀𝘁𝗺𝗲𝗻𝘁 (𝗖𝗢𝗟𝗔) 𝗺𝗶𝗴𝗵𝘁 𝗮𝗳𝗳𝗲𝗰𝘁 𝘆𝗼𝘂𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴? 𝗛𝗼𝘄 𝗽𝗿𝗲𝗽𝗮𝗿𝗲𝗱 𝗮𝗿𝗲 𝘆𝗼𝘂 𝘁𝗼 𝗮𝗱𝗮𝗽𝘁 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗶𝗻 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗲 𝘁𝗼 𝘁𝗵𝗲𝘀𝗲 𝗰𝗵𝗮𝗻𝗴𝗲𝘀, 𝗮𝗻𝗱 𝘄𝗵𝗮𝘁 𝘀𝘁𝗲𝗽𝘀 𝗰𝗮𝗻 𝘆𝗼𝘂 𝘁𝗮𝗸𝗲 𝗻𝗼𝘄 𝘁𝗼 𝗲𝗻𝘀𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗶𝗻𝗰𝗼𝗺𝗲 𝗿𝗲𝗺𝗮𝗶𝗻𝘀 𝗿𝗼𝗯𝘂𝘀𝘁 𝗶𝗻 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗲 𝘁𝗼 𝗲𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗳𝗹𝘂𝗰𝘁𝘂𝗮𝘁𝗶𝗼𝗻𝘀?During today's RichLife Retirement Show, Bruce Steinbrock and I are taking a deep dive into the complexities of Social Security's cost of living adjustments (COLA) for 2025. We're going to explore how these adjustments are determined and what they could mean for your retirement strategy.We'll also be talking about:  The importance of proactive tax planning in retirement  How behavioral biases can impact your financial decisions  Strategies to help create a retirement plan that accounts for market volatilityDon't let uncertainty derail your retirement plans. Get the knowledge you need to make informed decisions about your future.To learn more, visit www.RichLifeAdvisors.comConnect with us:https://www.facebook.com/RichLifeAdvisors/https://www.youtube.com/@richlifeadvisors https://www.linkedin.com/company/richlifeadvisors/https://twitter.com/RichLifeAdvisorDisclosure: Beau Henderson is an investment advisor representative with Fiduciary Capital, Inc., a registered investment advisor. Opinions expressed are for educational purposes only and do not constitute specific individual advice. RichLife Advisors does not offer legal or tax advice. Listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Beau Henderson and RichLife Adv
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