Nov 11, 2019
This week, Sam and John tackle listener questions on topics like Social Security, tax efficiency, and other retirement planning issues.
Nov 4, 2019
This week, Sam and Ryan tackle a topic they've been getting a lot of questions about: annuities. They break down the different types of annuities, what they're used for, and who is a good fit for each type.
Oct 28, 2019
This week, Sam and John detail their list of 6 things you can do to increase your chances of having an enjoyable retirement.
Oct 21, 2019
This week, Sam answers questions about what should be done with an old 401k and covers the recent announcement of a COLA increase to Social Security benefits for 2020.
Oct 14, 2019
This week, Sam and Ryan discuss the recent news regarding GE pensions. On Monday, GE announced 20,000 employees are having their pension benefits frozen. What does this mean for them and what are their options? How can you tell if your pension is underfunded?