Both of you are clearly wonderful financial advisors. Thank you for going over some many aspects of things to think through as we plan and go through retirement.
Andy! Around 24:12 when you brought up the widow/widower's tax penalty you must have been thinking of me! I've given you so much grief about using the name in the past! And then you follow that with another pet peeve of mine - whether most people *could* do their own retirement planning. I usually don't try to argue that you must or that you should - just that most people are capable of coming up with a plan that's good enough without the aid of an advisor if they were just willing to spend the time and effort to become adequately educated on the subject matter. I mean, it's not like this is rocket science! Love the video(s)!
Are there any books or RUclipsrs you would recommend to do your own retirement planning. I am retired and a widow. I have inherited some money that I am basically just watching because not sure what to do with it.
Both of you are clearly wonderful financial advisors. Thank you for going over some many aspects of things to think through as we plan and go through retirement.
I love these honest open discussions with knowledgeable professionals.
Andy! Around 24:12 when you brought up the widow/widower's tax penalty you must have been thinking of me! I've given you so much grief about using the name in the past!
And then you follow that with another pet peeve of mine - whether most people *could* do their own retirement planning. I usually don't try to argue that you must or that you should - just that most people are capable of coming up with a plan that's good enough without the aid of an advisor if they were just willing to spend the time and effort to become adequately educated on the subject matter. I mean, it's not like this is rocket science!
Love the video(s)!
Thanks, Mike and Andy, for the outstanding chat; much appreciated!
Are there any books or RUclipsrs you would recommend to do your own retirement planning. I am retired and a widow. I have inherited some money that I am basically just watching because not sure what to do with it.
Rob Berger is a great place to start www.youtube.com/@rob_berger