Retirement Game Plan Podcast
Ep 6: What to Know About Current Mortgage Rates
Interest rates currently sit at historic lows and it’s forced a lot of people to evaluate their current mortgage or think hard about adding a new one. Chris Jensen of The Jensen Group and CrossCountry Mortgage joins the show to give us the latest on real estate trends, refinancing information, and how long this opportunity might be around.
Ep 5: Answering the Most Common IRA Questions
The Preview The IRA is one of the most popular savings vehicles investors will use but there’s still a lot of confusion surrounding the account.
Ep 4: Financial ‘Strategies’ That Just Don’t Work
Just like anything else, financial strategies can become outdated. Those rules of thumb that people have relied on for years might not make much sense anymore. Today we’ll look at three strategies that you may be mistakenly basing your retirement plan around.
Ep 3: The Customer Isn’t Always Right
You know the old expression about customer service, right? Well, when it comes to financial planning, the job of the advisor isn’t to agree with every decision the client wants to make. Sometimes we have to step in and help the client understand why an action might be ill-suited for their goals. Let’s look at a few examples of that on this episode.
Ep 2: How to Generate Predictable Income
A turbulent economy will push investors to find predictable income sources to help offset the volatility, but how many options are out there? The truth is many investments appear to be a guaranteed source of income but actually aren’t. Let’s identify things that people commonly confuse with predictable income and help identify options you can depend on.
Ep 1: Building Your Financial House
Building a financial plan is a lot like constructing a house. From the foundation to the roof, all of the elements of a house work together to provide you security and longevity. That’s the same way your retirement plan works so let’s explore the idea and identify the different financial pieces.
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J. Mark Truttman: Published Author of
Retirement Roulette: Are You Putting Your Retirement Years at Risk?
