The Retirement Cafe: With Dan Reese and Brent Oliver

Today on The Retirement Café, we discuss common fears that pop up as you approach retirement and some steps you can take to alleviate these fears.

Today we are going to discuss one of the most powerful tools in financial planning. The Roth IRA. They have been around for over 20 years, but many people don’t fully understand what they are and if they should be using them. Hopefully we will be able to clear much of that up today for everyone listening!

One of the more confusing parts of owning a retirement account is required minimum distributions. Today we are going to jump into the topic and try to help you better understand what RMD’s are and how they can affect your retirement planning.

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.

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.

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