The Retirement Cafe: With Dan Reese and Brent Oliver

There are many people that feel like they will never be able to retire. They worry that they will not have enough money to live off of to be comfortable, but this can be solved by developing an income plan. Knowing where your different streams of income are coming from each month can ease this worry and give you the confidence to finally retire. Dan and Brent talk us through how they build income plans for their clients and what considerations they have to make throughout this process.

Medicare can be difficult to understand because it contains a variety of moving parts. There are a lot of misconceptions about the coverage you receive and what the different parts provide. Dan and Brent look to clear up some confusion with Medicare and discuss the penalties if you apply late and some possible remedies to solve that situation.

College debt is a hot topic in the United States right now. Year after year, the cost of college continues to get more expensive and students graduate with a large amount of debt as they enter the workforce. On today’s show, we talk about some proactive strategies you can do to hopefully cut down on some of the costs.

Most financial professionals make it a point to have an annual review done with you to look over your portfolio and see how everything has been doing. These reviews should make you feel secure in your plan moving forward, however, some advisors have this review to see if they can sell you another financial product. Dan and Brent talk today on what their annual reviews look like and some red flags you should be weary of.

2020 was not an easy year to be an investor in the stock market. After nearly a decade of a bull market, things quickly took a sharp downturn in March with news of the pandemic. This decline instilled fear in a lot of people and caused some to even pull their money out of the market at a loss. Today the Dan and Brent look back on the stock market’s performance for 2020 and put some numbers behind a hypothetical portfolio going through a year like 2020.

This is the last installment of our retirement phase series. It’s not easy to discuss how you would like your assets to be distributed when you are gone, but it is certainly an essential conversation to have. We take a look at some items you should review, making your assets tax-efficient, and much more.

Now that you have accumulated money and have transitioned into retirement, it’s important to strategically plan out how you will use your assets to live off of. We discuss how to make your distribution plan efficient and a couple things to take a closer look at when you enter this phase.

This week we are diving into part two of our four-part series on the different stages of money, which includes accumulation, transitioning into retirement, the distribution phase, and your legacy. So today we get to talk about what many people get most excited about, transitioning into retirement.

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