Episodios

  • Don’t Have Retirement Regrets
    Jul 14 2023

    On this week’s show we will discuss common regrets for those already in retirement. When will you retire? This just in there’s no magic number, but getting a plan in place is key.  Are you leaving retirement dollars on the table? We’ll discuss the potential numbers.

    If you have any questions concerning your own retirement

    call Ken Reeves 205-997-2777.

    Retire, Planning, Saving, Taxes, Socialsecurity, Healthcare, Medicare,

    See omnystudio.com/listener for privacy information.

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    49 m
  • Big Retirement Concerns and how to Worry less about them.
    Jun 30 2023

    Coming up on this week’s show we discuss retirement concerns and these are the biggies. Retirement planning can be an emotional journey and you need to be careful not to overreact. Proactive strategies for retirement you can apply well before one’s golden years.

    If you have any questions call Ken Reeves 205-997-2777.

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

     

    See omnystudio.com/listener for privacy information.

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    50 m
  • Financial Concerns heading toward Retirement
    Jun 9 2023

    On this week’s show, we tackle the biggest financial concerns as you approach retirement. We dig into the emotional side of planning because it can be intimidating when you’re getting started. You’ve saved well for retirement, now what? We will discuss distribution strategies. 

    If you have any questions call Ken Reeves 205-997-2777.

    Retirement, Planning, Saving, Taxes, Stocks, Bonds, IRA, 401K,

    See omnystudio.com/listener for privacy information.

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    51 m
  • 10-years out, the Red Zone of Retirement planning, things you need to know
    Jun 2 2023

    On this week’s program we have a few pointers for when you get to that 10 year pre-retirement window. What should you be focusing on? Why are so many retirees heading back into the workforce? We will discuss the big reason, but also how to stay retired. Some expenses in retirement will go down and some will rise…make sure you plan for the ups and downs.

    If you have any questions about retirement call Ken Reeves 205-997-2777.

    Retirement, Planning, Saving, Roth, 403B, IRA

     

    See omnystudio.com/listener for privacy information.

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    50 m
  • Retirement Planning for Couples Starts with Communication
    May 19 2023

    On this week’s edition we discuss the importance of retirement planning for couples. It starts with communication and working with a professional that can guide you not only to retirement, but through retirement. Confidence in retirement as at low dropping to near 2008 levels. We will tell you why, plus offer suggestions to keep you on track. We will also get back to basics with simple steps that will help you on your way to that big retirement day.

    If you have any questions about your retirement call Ken Reeves 205-997-2777.

    Retirement, Savings, Planning, 401K, IRA, 403B, RMD, 

    See omnystudio.com/listener for privacy information.

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    51 m
  • A Retirement Game Show Let’s Play Financial Feud
    May 12 2023

    Playing off a retirement confidence survey from EBRI(Employee Benefit Research Institute) we dive into “Financial Feud”. We will see how well our host knows the pulse of retirement concerns for retirees. Were discuss the Red-zone of Retirement planning the 5-10 years before you actually retire. A lot of you have 401K’s through work, but have you thought about pairing it with a Roth IRA? We will take a look at why this may compliment your overall plan. 

    If you have any questions about your own retirement situation

    call Ken Reeves 833-945-7283.

    Retirement, Retire, Savings, Plan, Planning, 401K, Roth, IRA 

    See omnystudio.com/listener for privacy information.

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    51 m
  • Everybody has Retirement Advice, How do you know which is right for you?
    Apr 21 2023

    On this week’s show we will hear from the streets. Where are you in your planning process? Annuities just being mentioned sparks a reaction and we will discuss. We will go over strategies for regular dependable income in retirement. After the strategy you need a retirement budget/spending plan to keep you on track.

    If you have any questions call Ken Reeves 205-997-2777.

    Retirement, Plan, Planning, Annuity, 401K, TSP, Roth, IRA

    See omnystudio.com/listener for privacy information.

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    51 m
  • Heading to Hollywood, Financial lessons Compliments of Some of Our Favorite Blockbusters.
    Apr 14 2023

    On this edition we head to Hollywood for a few movie clips that provide some financial planning advice. Some good and some not so good. Retirement planning myth busting on the show today. Finally, What questions are being asked of financial advisors and the retirement planner? We go over the top ones so be prepared to take notes.

    If you have any questions concerning your retirement

    call Ken Reeves 205-997-2777.

    Planning, Retirement, Finances, Financial, Taxes, 401K, IRA, Roth,

    See omnystudio.com/listener for privacy information.

    Más Menos
    51 m