Where Is My Episode?
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Over the last couple of years, we\\u2019ve covered many topics on investing and retirement planning. We have a whole library of information on any topic that you can think of.
In this episode of the Secure Your Retirement podcast, we share information on where you can find the episodes, you\\u2019re looking for over a glass of Erath Pinot Noir wine. We explain the different episodes under different categories and why you should listen or re-listen.
Listen in to learn why we advocate for the simple three-bucket retirement strategy instead of the buy and hold strategy.
In this episode, find out:
\\u25cf Episodes on estate planning include wills, power of attorneys, trusts, and much more.
\\u25cf Recommendations on retirement planning episodes and what you\\u2019ll learn.
\\u25cf Episodes to help you understand tax and how to tax do the planning.
\\u25cf Episodes on portfolio management \\u2013 why active management and not buy and hold.
\\u25cf The big topic of annuities and the 8-part series we have about them.
Tweetable Quotes:
\\u25cf \\u201cThe retirement bucket strategy is a simple three bucket strategy that takes away all the stress because you\\u2019re going to know where your cash, income and safety, and growth are at.\\u201d- Radon Stancil
\\u25cf \\u201cOnce you have the investment strategy and retirement plan figured out then taxes become something you want to focus on.\\u201d- Murs Tariq
Where Is My Episode?
Estate Planning:
EP 1 \\u2013 Chess Griffin \\u2013 How to Know What You Need for Your Estate Plan
EP 73 \\u2013 Chess Griffin \\u2013 Do You Need a Trust?
EP 106 \\u2013 What Should You Consider If Your Spouse Passes Away?
EP 109 \\u2013 Chess Griffin \\u2013 Special Needs Trust \\u2013 What You Need to Know
EP 135 \\u2013 How to Create an Estate Plan Without the Stress
EP 160 \\u2013 6 Considerations for Your Estate Plan
Retirement Planning:
EP 8 \\u2013 Planning for Retirement \\u2013 How the Process Works \\u2013 Part 1
EP 10 \\u2013 Planning for Retirement \\u2013 How the Process Works \\u2013 Part 2
EP 12 \\u2013 Planning for Retirement \\u2013 How the Process Works \\u2013 Part 3
EP 18 \\u2013 How to Build an Income Plan For Retirement
EP 22 \\u2013 Looking at The Whole Picture in Retirement
EP 44 \\u2013 How Do IRA and 401K Rollovers Work?
EP 48 \\u2013 How Much Do You Need to Retire?
EP 52 \\u2013 The Retirement Planning Checklist
EP 58 \\u2013 Social Security \\u2013 When is The Right Time?
EP 88 \\u2013 Having a Team Approach in Retirement
EP 97 \\u2013 Social Security Strategies
EP 118 \\u2013 4 Questions to Help Your Income Plan
EP 157 \\u2013 The Retirement Bucket Strategy
EP 162 \\u2013 401k Versus IRA
Taxes:
EP 13 \\u2013 Tom Turner \\u2013 Planning Taxes and Retirement
EP 66 \\u2013 How To Convert an IRA to a Roth IRA
EP 94 \\u2013 Tax Strategies for Non-IRA Brokerage Accounts
EP 124 \\u2013 IRAs \\u2013 Required Minimum Distributions
EP 130 \\u2013 Considerations For Charitable Giving
EP 133 \\u2013 Steven Jarvis \\u2013 Tax Planning for Retirement
EP 158 \\u2013 Tax Planning Versus Tax Preparation
EP 161 \\u2013 How Required Minimum and QCDs Work
EP 163 \\u2013 Steven Jarvis \\u2013 Mid-Year Tax Strategies
Portfolio Management:
EP 16 \\u2013 Investing During Retirement \\u2013 Buy and Hold or Active Management?
EP 19 \\u2013 Bill Sherman \\u2013 Buy and Hold is Dead
EP 56 \\u2013 Asset Allocation or Strongest Assets
EP 146 \\u2013 Risk Adjusted Portfolio \\u2013 How It Works
EP 150 \\u2013 What\\u2019s The Difference Between a Mutual Fund and a ETF?
EP 153 \\u2013 Bonds Versus Bond Alternatives
EP 159 \\u2013 When Cash Is Good
Annuities:
EP 26 \\u2013 Annuities \\u2013 Why Ever Use Them
EP 30 -...'