Simpler Days

Simpler Days May 18th, 2022   I got an email from a client last week who said they’d read a recent email I sent out where I encouraged folks not to watch the news. His point was that it made him a little nervous when anyone told him not to watch the news. His point…

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Ep 66: The Most Important Birthdays in Retirement Planning

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age.

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Living It Up

Living It Up May 6th, 2022   Earlier this week I had the opportunity to interview a couple for an upcoming episode of the My Retirement Clarity Podcast. Joe and Suzanne  have been clients for about 10 years and they’ve been retired about that long as well. They retired earlier than most folks do and…

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Ep 65: Common Housing Questions from Retirees

Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. We want to get that part of our financial equation correct, so it’s no surprise it takes up a nice slice of the retirement planning conversation. On this episode, we’ll cover some common housing questions from retirees and hopefully hit on an issue that might also be on your mind.

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