There’s a lot of current fears and concerns about tax rates increasing, and rightly so! Is your retirement account currently in a position that is never taxed, or is it forever taxed? In this short podcast, Ed Greene and Linda Gardner discuss the ins and outs of a Roth IRA, and why you should take advantage of it today!

Your Retirement Podcast

Converting to Roth IRAs

You hope and you pray you’ll never need it… But what if you or a loved one needs long-term care? 7 out of 10 people over age 65 will potentially need it, and the costs are staggering!  It doesn’t matter how much money you have; Actor Rob Lowe remembers how challenging and stressful it was to take care of his mother. Add financial stress to that, and that could be devastating! In this short podcast, Ed Greene and Linda Gardner talk about the challenges that Rob Lowe faced and the importance of planning for long-term care.

What If You Need Long-Term Care

With the increased government spending this year, taxes are more than likely to increase, and it could happen sooner than we think. Are you prepared for an increase in taxes? In this short podcast, Ed Greene and Linda Gardner talk about how taxes could increase and some strategies you could potentially use to lessen your tax burden down the road.

How to Prepare for Higher Taxes

When you think of life insurance, most people immediately turn away. But, what if we told you that there is life insurance products that can be a retirement savings vehicle? Life insurance products that provide not only death benefits, but living benefits to you as well?   In this short podcast, Ed Greene and Linda Gardner talk about Indexed Universal Life, and how for some, it could be a fantastic piece to their retirement portfolio.

Life Insurance as a Retirement Savings Vehicle

To live a no-regrets retirement, you’ll want a great plan with diversified investments. Could an annuity be the option? In this week’s podcast, Ed Greene and Linda Gardner discuss the ABC’s of annuities, and how they could be a fantastic piece of your retirement portfolio!

ABC's of Annuities

Most are already aware that RMD’s were waived for 2020 with the passing of the CARES Act. But what if you took an RMD out before the CARES Act? What if you took one out after? Did you really want to do it, and do you want to put the money back? In this short podcast, Ed Greene and Linda Gardner discuss how you can put RMD money back by the August 31st deadline – and if it makes sense for your personal situation!

RMD's in 2020

Are you in retirement and wondering if you’ve made the right decisions and choices so far? Are you approaching retirement and starting to think if you did the right things in your earning years? Are you someone who is just getting started and wants to make sure you are on the right path?   In this week’s podcast, Ed Greene and Linda Gardner review mistakes that Jack and Jillian, a fictional retired couple, made throughout their retirement planning. You won’t want to miss out on this – Learn from their mistakes, so you don’t make the same ones!

Adventures of Jack and Jillian: Retirement Mistakes Part 2

2020 has sure been a crazy year! It seemed like our market was in absolute shambles for a while, but the good news is it has been slowly climbing its way back to the numbers we were used to seeing. But for how long? What comes next? And the better question – What should you, someone who is saving and investing, do in response to this? In this short podcast, Ed Greene and Linda Gardner discuss some key questions and concerns that people have now, and what to expect next.

Navigating Your Finances in 2020

If you’re a long-time listener, then you probably remember Jack and Jillian from earlier this year! For the month of July, they’re back, and we’re covering 28 mistakes they made in retirement. In this short podcast, Linda Gardner and Ed Greene discuss the first 5 mistakes, and how you can avoid making them yourself!

Adventures of Jack and Jillian: 5 Mistakes Made in Retirement

There is a thought out there that annuities are bad, and you should avoid them at all costs. Think again! For some, an annuity could be the perfect addition to your retirement plan. It could pay out through your entire lifetime – even at age 100! In this week’s podcast, Linda Gardner and Ed Greene discuss the basics of what an annuity is and how it functions, as well as how an annuity could provide you lifetime income.

Paying For Your Retirement with Annuities

If you’ve always thought that estate planning is for those with money, think again! If you’re over the age of 21, it’s important that you have estate planning documents in place. In this short podcast, Ed Greene and Linda Gardner discuss what those documents are, how to start, and why it is important.

Importance of Estate Planning

The traditional view of retirement is outdated and changing! With life expectancy increasing, many Americans are being forced to change how they view their retirement. In this week’s podcast, Ed Greene and Linda Gardner discuss how to invent and plan for a modern-day retirement.

Inventing and Planning for Your Retirement

In this short podcast, Ed Greene and Linda Gardner discuss 8 strategies to prepare for market downturns so you don’t panic when it happens!

8 Things You Can Do In A Down Market

In this episode, nationally renowned IRA expert and CPA Ed Slott joins the show to talk about the current and lasting effects of the CARES Act, as well as ways to help make your money go from forever taxed to never taxed.

Ed Slott: How Recent Tax Changes Could Affect Your Retirement

Linda Gardner and Ed Greene discuss how to effectively make your money last, as well as lay out some of the basic steps in building a financial foundation.

Creating An Income Stream to Make Your Money Last

Hear Linda Gardner discuss important retirement topics.

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Your Retirement Podcast

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