There's been a lot of change in the world of inherited IRAs over the past few years. It pays to be proactive in how you plan on satisfying RMDs from a inherited IRA you become the owner of.
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Frightful Financial Mistakes
With Halloween around the corner, Paul and Garrett discuss a few of the financial mistakes people can fall into.
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Social Security Update 2024
The latest cost of living adjustment (COLA) was announced for Social Security beneficiaries. Paul and Garrett discuss its impacts.
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Healthcare Costs in Retirement
Paul and Garrett discuss the big rocks of healthcare costs in retirement: Health Insurance and Long-Term care planning.
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Is My 6% Income Strategy Too Risky?
Paul and Garrett discuss how a 5-6% fixed income interest rate could impact your investing allocations and income plan.
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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