Steve & Melissa talk about how people associate the amount of money they have with their worth as a person. Often this creates reluctance to enter into the planning process. Although creating an effective financial plan requires some liquid assets, Steve discusses how those with $200,000 - $400,000 can benefit from a meeting. Financial planning begins by talking about YOU, not your money.
Steve & Mark give a fascinating history of pensions and annuities. They describe the different types of annuities and illustrate some of the remarkable returns on newer types.
Being able to drive a trailer forward doesn't necessarily mean that you know how to drive a trailer backward. Steve & Mark show how this relates to your savings in retirement.
In this laugh-filled segment of Free-to-Retire Radio, Steve, Mark, and Melissa continue last week's discussion on the irony of fund companies increasing risk in funds designed for safety.
Steve quotes from a recent article in Reuters warning that some investment houses are putting savers on a risky path to retirement by taking on too much risk in their mutual fund portfolios. He demonstrates how you can have a more secure retirement with less savings and less risk.
Once again Steve & Mark offer listeners an abundance of ideas and strategies to create a worry-free and engaged retirement. From expanding one's horizons by creating an Image Book to stories of people who fulfilled their vision during retirement, they show listeners how to have MORE NOW and MORE LATER.