Retirement
Embracing Retirement: Resources for Baby Boomers
Welcome to our Baby Boomer Retirement resource page, your guide to a fulfilling and secure retirement. Here, you’ll find expert advice, practical tips, and valuable resources tailored specifically for Baby Boomers planning for or already enjoying their retirement years. Discover strategies for financial planning, retirement income, healthcare considerations, and maintaining an active and purposeful Lifestyle. We provide insights on navigating the unique challenges and opportunities that come with this significant life transition. Empower yourself to make the most of your retirement years with our curated resources for Baby Boomer Retirement.
Retirement Specialists & Contributors
Podcasts About Retirement
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“Are we old yet?” Today’s guest, Garry Cole, invites us to reframe that question—not as something to fear, but as an opportunity to embrace the journey of aging with optimism, curiosity, and humor. Aging is inevitable, but the way we approach it is entirely up to us. What if growing older …
“Are we old yet?” Today’s guest, Garry Cole, invites us to reframe that question—not as something to fear, but as an opportunity to embrace the journey of aging with optimism, curiosity, and…
“Are we old yet?” Today’s guest, Garry Cole, invites us to reframe that question—not as something to fear, but as an opportunity to embrace the journey of aging with optimism, curiosity, and humor. Aging is inevitable, but the way we approach it is entirely up to us. What if growing older wasn’t something to dread but a chance to discover, reflect, and prepare for what’s ahead? Garry is not a scientist or gerontologist. He’s simply a guy walking the same path as the rest of us. In his book Are We Old Yet?, Garry blends scientific insights, personal memories, and a touch of nost…
Nicole Will
November 20, 2024 
7 Key Differences Between An Expat And A Full-Time Traveler Full-Time Travel Advice Heather Markel, Best Sel…
7 Key Differences Between An Expat And A Full-Time Traveler …
7 Key Differences Between An Expat And A Full-Time Traveler Full-Time Travel Advice Heather Markel, Best Selling Author, TEDx Speaker, Globetrotter, Travel Lifestyle Coach Table of Contents 2 …
Heather Markel
November 19, 2024 
Can I Retire If Social Security Goes Bankrupt?!? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **In this video, we will discuss the possibility of Social Security going bankrupt…
Can I Retire If Social Security Goes Bankrupt?!? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgrou…
Can I Retire If Social Security Goes Bankrupt?!? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **In this video, we will discuss the possibility of Social Security going bankrupt and what that could mean for your retirement plans. We will also explore some alternative retirement strategies that you can consider if Social Security is no longer available.❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representativ…
Drew Blackston
November 19, 2024 
In today’s episode of Ready for Retirement episode James covers when to adjust your portfolio as retirement nears—a crucial step for balancing growth and security. If adjustments happen too late, market downturns could delay your plans; if too early, you might miss out on potential growth.The fo…
In today’s episode of Ready for Retirement episode James covers when to adjust your portfolio as retirement nears—a crucial step for balancing growth and security. If adjustments happen too late, …
In today’s episode of Ready for Retirement episode James covers when to adjust your portfolio as retirement nears—a crucial step for balancing growth and security. If adjustments happen too late, market downturns could delay your plans; if too early, you might miss out on potential growth.The focus is on reallocating stocks to more stable investments like bonds as you approach the time you’ll need to start drawing from your portfolio. Historical data shows that while the stock market grows over the long term, short-term volatility can be risky close to retirement. Timing this transition,…
James Conole
November 19, 2024 
Once you’ve reached retirement age, your free time is yours to do as you wish. You can spend your days doing things around the house, going on day trips and vacations, or spending quality time with family and friends. You might invest more time in hobbies and other interests. Sometimes, your hob…
Once you’ve reached retirement age, your free time is yours to do as you wish. You can spend your days doing things around the house, going on day trips and vacations, or spending quality time with …
Once you’ve reached retirement age, your free time is yours to do as you wish. You can spend your days doing things around the house, going on day trips and vacations, or spending quality time with family and friends. You might invest more time in hobbies and other interests. Sometimes, your hobbies, like the ones ... Read more
Steve Cummings
November 19, 2024 
Lower capital gains, eliminating taxes on Social Security, lower estate taxes, and the deregulation of Wall Street. These are all issues that could affect your retirement. Will the next Trump administration make it happen and how will it affect you? Subscribe or follow so you never miss an episode!…
Lower capital gains, eliminating taxes on Social Security, lower estate taxes, and the deregulation of Wall Street. These are all issues that could affect your retirement. Will the next Trump administ…
Lower capital gains, eliminating taxes on Social Security, lower estate taxes, and the deregulation of Wall Street. These are all issues that could affect your retirement. Will the next Trump administration make it happen and how will it affect you? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.
Greg Aler
November 19, 2024 
The IRS has issued its final regulations, bringing substantial updates to 401(k), IRA Required Minimum Distribution (RMD) rules, and Roth IRA limits for 2025. These rules could reshape how Americans plan for retirement, creating new opportunities to enhance retirement savings, improve employer contr…
The IRS has issued its final regulations, bringing substantial updates to 401(k), IRA Required Minimum Distribution (RMD) rules, and Roth IRA limits for 2025. These rules could reshape how Americans p…
The IRS has issued its final regulations, bringing substantial updates to 401(k), IRA Required Minimum Distribution (RMD) rules, and Roth IRA limits for 2025. These rules could reshape how Americans plan for retirement, creating new opportunities to enhance retirement savings, improve employer contributions, and reward personal investments in retirement accounts.It’s time to take a close look at your retirement plans to ensure you’re maximizing your benefits. In December 2022, Congress signed the Secure 2.0 Act to help citizens build their retirement savings. This bipartisan initi…
Elliot Kallen
November 18, 2024 
This episode focuses on practical financial strategies for preparing for the end of the year and setting yourself up for success in the coming year. Travis and Steve discuss the importance of revisiting your budget, emphasizing that it should be a flexible tool rather than a rigid constraint. They i…
This episode focuses on practical financial strategies for preparing for the end of the year and setting yourself up for success in the coming year. Travis and Steve discuss the importance of revisiti…
This episode focuses on practical financial strategies for preparing for the end of the year and setting yourself up for success in the coming year. Travis and Steve discuss the importance of revisiting your budget, emphasizing that it should be a flexible tool rather than a rigid constraint. They introduce the concept of an income-sourcing plan for those approaching retirement, highlighting how to draw from various accounts to optimize tax efficiency effectively. Additionally, they reveal the hidden benefit of receiving extra paychecks throughout the year, which can be leveraged for debt redu…
Steve Campbell
November 18, 2024 Most people at or near retirement age will say they want to remain at home as long as possible. That means not going to a seniors’ home of any kind “with all those old people”. It sounds fine to plan on staying at home forever when one is 65 or so and in reasonably good health. But of course, …
Most people at or near retirement age will say they want to remain at home as long as possible. That means not going to a seniors’ home of any kind “with all those old people”. It sounds fine to…
Most people at or near retirement age will say they want to remain at home as long as possible. That means not going to a seniors’ home of any kind “with all those old people”. It sounds fine to plan on staying at home forever when one is 65 or so and in reasonably good health. But of course, aging takes its toll. Over time, when the person is in their 80s, aging in place can become an unrealistic choice. What We Deny No one wants to admit that we are losing independence. Research tells us that at least a third of us are going to need help of some kind as we age, particularly over age 85…
Carolyn Rosenblatt
November 18, 2024 
Your husband is an Executive. A leader. The guy who makes tough decisions, chairs endless meetings, and has an impressive LinkedIn photo where he’s probably crossing his arms in a button down. To everyone else, he looks like he’s got it all together.But you know the truth: the late-night work st…
Your husband is an Executive. A leader. The guy who makes tough decisions, chairs endless meetings, and has an impressive LinkedIn photo where he’s probably crossing his arms in a button down. To ev…
Your husband is an Executive. A leader. The guy who makes tough decisions, chairs endless meetings, and has an impressive LinkedIn photo where he’s probably crossing his arms in a button down. To everyone else, he looks like he’s got it all together.But you know the truth: the late-night work stress, the vague talk about “wanting something more,” the endless emails about problems he didn’t cause but still has to solve.He’s successful, yes—but is he thriving? Probably not. Are you worried about his overal wellbeing— definitely.And while you’ve casually suggested he get a physc…
Lynn Mull
November 18, 2024 
Your retirement? You could wing it, but that’s not you. Design Your Future. Join our Design Your New Life in Retirement Program – two new groups start in January. Learn more _______________________ To retire or to work longer? There’s another option that may be just right for you – semi-re…
Your retirement? You could wing it, but that’s not you. Design Your Future. Join our Design Your New Life in Retirement Program – two new groups start in January. Learn more ____________________…
Your retirement? You could wing it, but that’s not you. Design Your Future. Join our Design Your New Life in Retirement Program – two new groups start in January. Learn more _______________________ To retire or to work longer? There’s another option that may be just right for you – semi-retirement. We catch up with Liz Weston, who retired from NerdWallet earlier this year on how its working for her – and what you can learn from her experience. Liz Weston joins us from California. _______________________ Bio Liz Weston is an award-winning personal finance columnist, speaker, comment…
Joe Casey
November 18, 2024 
Ever wondered if annuities are worth the hype? Let me share a cautionary tale that might change your perspective. My parents found themselves trapped in a conservative annuity with high fees, resulting in significant opportunity costs. We'll uncover the five critical reasons to steer clear of t…
Ever wondered if annuities are worth the hype? Let me share a cautionary tale that might change your perspective. My parents found themselves trapped in a conservative annuity with high fees, resultin…
Ever wondered if annuities are worth the hype? Let me share a cautionary tale that might change your perspective. My parents found themselves trapped in a conservative annuity with high fees, resulting in significant opportunity costs. We'll uncover the five critical reasons to steer clear of these financial products, from limited growth potential to inflexible terms, and explore the impact of surrendering an annuity on your tax situation. Whether you're contemplating an annuity or already own one, this episode equips you with the knowledge to make smarter financial decisions.Balanci…
Ari Taublieb
November 18, 2024 
