What happens if the market crashes the moment you retire? That fear is more common than you might think and it's exactly what we're solving today. In this video, I walk you through two strategies I...

Your S&P 500 fund has officially crossed into "nondiversified" territory, by the SEC's own definition. Most investors assume a broad index fund means their money is well protected. But...

Karen and Mark are in their early 60s with a $4 million retirement portfolio. While they’ve done a great job saving for retirement, like many retirees, they’re unsure how much they can safely...

Timing Social Security is a key retirement decision, but it's often made in isolation. Many retirees overlook how IRA withdrawals fit into the picture or how those two levers can work together to...

Thinking about retirement — but unsure if you’re ready?You’re not alone. Meet Bill and Susan. Both 58. Mortgage-free. They’ve saved $500K for retirement. Now they’re asking the big...

Most retirement plans start with the question: How much will you spend in retirement? But what if that question is the problem? Guessing your future living expenses can lead to costly...

Are you making the most of your Health Savings Account (HSA) for retirement planning? In this video, Lena reveal's how smart retirees are optimizing their HSA strategy to boost their retirement...

Everyday investors are losing thousands in retirement savings—all because of this often overlooked 401k blunder. Watch the full video to learn how you can avoid a common 401(k) rollover mistake...

Gold has long been viewed as a 'safe asset,' protecting against inflation and adding diversity to portfolios. Plus, there's something emotionally satisfying about owning it. But is gold really the...

Becoming a better investor starts with understanding the market. How? Once you understand the stock market, you can handle its ups and downs with more confidence and calm. Think like a...

AI-powered tools seem to be everywhere these days, but should you rely on them for market predictions? 🤔 In this video, I break down the fundamentals of the stock market and explain why it's the...

AI-powered tools seem to be everywhere these days, but should you rely on them for market predictions? 🤔 In this video, I break down the fundamentals of the stock market and explain why it's the...

If you earn too much to contribute directly to a Roth IRA, a backdoor Roth IRA might seem like the perfect workaround. But before you jump in, there are two critical considerations you need to be...

Retirement planning is not solely about accumulating wealth; it requires a clear understanding of how much you can sustainably spend each year. Knowing your retirement *number* determines the...

Part D Might Be the MOST Important Part of Medicare    To Toni King, the CORNERSTONE of Medicare planning is discussing Medicare Part D. In this Medicare Moments BONUS episode, Toni discusses why...

Thanks for listening to the Senior Resource Podcast Network! This bonus episode is from Answers for Elders. If you like what you hear, visit the links to follow the podcast on your favorite listening...

Are you and your spouse wondering how to get the most out of your social security benefits? The optimal strategy can make a big difference in your monthly retirement income. To learn more about...

None of us can afford to overlook the essential aspects that can completely derail our financial goals. So, ask yourself this: How am I managing risk? Am I prepared for the unexpected things that...

Whether you're a pre-retiree or a young investor navigating the confusing world of savings vs. investing, this video is for you! Join me, Lena Armuth, the Real People Advisor, as I share examples of...

The golden rule of investing? Don't risk money you can't afford to lose! Short-term savings and the stock market don't mix well. Learn how the 5 Year Test can protect your savings. 💪💼...