Finances

If you're adequately prepared, you can live a fulfilling life long into your senior years. Bob Carlson joins Suzanne to talk about senior retirement finances, noting that people haven't realized or properly planned for what their real life expectancy turned out to be. Bob's Retirement Watch newsletter is a staple of our partner Salem Media. Financial wellness is one of the 8 foundational principles of wellness, part of the Vitality Revolution podcast series sponsored by Humana.

Attorney Darol Tuttle's asset protection website has several audio master classes on spousal protection trusts with an introductory class on the power of the law.

Many people fail when it comes to the non-financial aspects of retirement planning, and many miscalculate their longevity, outliving their money. Retirement Watch CEO Bob Carlson joins Suzanne to talk about these aspects of planning. Financial wellness is one of the 8 foundational principles of wellness, part of the Vitality Revolution podcast series sponsored by Humana.

People who've been retired for a while say they wish they'd saved more of their money and invested it more. They also advise to keep investing in yourself, learning how to do your job better, which gives far better returns than anything you'll get from the investment markets. Retirement Watch CEO Bob Carlson provides Suzanne with action steps to improve you retirement planning. Financial wellness is one of the 8 foundational principles of wellness, part of the Vitality Revolution podcast series sponsored by Humana.

Finance expert David Phillips joins Suzanne to talk about finances in the face of a new downsizing trend among Baby Boomers. It's estimated that 54% of Baby Boomers in the U.S. will downsize and simplify their finances between 2024 and 2026. By 2030, Boomers will make up 35-40% of the country's population. David talks about how his firm helps people make choices during this process.

Finance expert David Phillips joins Suzanne to talk about how a family owning a million-dollar home can downsize most effectively, maximizing their money for the future. He recommends investing some of the proceeds from the sale into an annuity with guaranteed income rider.

Finance expert David Phillips joins Suzanne to talk about how to anticipate the future by putting a finance plan in place to take advantage of factors that we can control, and account for risks such as longevity, running out of money, potential inflation, taxes, and the needs of long-term care.

Steve Waltar with Legacy Estate Planning joins Suzanne to talk about the particulars of choosing beneficiaries when planning for your estate.

Steve Waltar with Legacy Estate Planning joins Suzanne to talk about whether you might prefer to have a will or a trust, and why.

Most people want their family to remember them, they want to pass on something. What does it mean to leave a lasting legacy? What's a mistake, and what are some pointers? Steve Waltar with Legacy Estate Planning joins Suzanne to talk about matters of Inheritance and philanthropy with your estate.