Jeffrey Levine of Buckingham Wealth Partners explains how Social Security’s restricted application works and how to incorporate that strategy into a retirement plan.
Secure Act 2.0 and Your Retirement
Lisa Featherngill, CPA/PFS National Director of Wealth Planning for Comerica Bank discusses the new Secure Act 2.0 bill before Congress and how it may effect you.
Early Retirement Health Insurance Options Before Medicare
There are two main health insurance options for those who want to retire early, before age 65: The Affordable Care Act and Healthshares. Amy Shepard, CFP, RMA with Sensible Money explains.
Retirement Daily Roundtable
Marcia Mantell, CJ Miller and Lee Baker discuss the top retirement and financial planning moves to make in 2022.
Ask the Hammer: How Can I Calculate What My Wife’s Spousal Social Security Benefit Will Be if I Claim at Full Retirement Age?
Jeffrey Levine of Buckingham Wealth Partners helps a viewer calculate what his wife’s spousal Social Security benefit will be if he claims at full retirement age.
Ask the Hammer: Should I Withdraw Money from Taxable Accounts to Meet Living Expenses or Save Less for Retirement?
Jeffrey Levine of Buckingham Wealth Partners helps a viewer decide whether to withdraw money from a taxable account to meet living expenses or save less for retirement.
Maslow’s Hierarchy & Your Retirement Plan
Brad Pistole, CFF, CAS from Safe Money Radio discusses how Maslow’s Hierarchy of Needs relates to retirement planning.
Does Planning End at Retirement?
Rob Ziliak, CFP of Buckingham Strategic Wealth, describes why financial planning doesn’t end at retirement.
Withdrawal Strategies for Retirement Plans
Brian Bruggeman, CFP with Baker Boyer discusses withdrawal strategies for people with multiple Retirement Plans
Assessing Your Retirement Readiness
Dana Anspach of Sensible Money describes a cash-flow-based projection model with a defined set of assumptions to administer three specific retirement readiness tests.