Our topic on this episode of the Ready for Retirement podcast is thinking through the question “How soon before retirement should you start to adjust your portfolio?” James discusses the statistical and practical standpoints on this topic to help …
[Read more...] about How Soon Before Retirement Should I Begin Adjusting My Portfolio?
Our topic on this episode of the Ready for Retirement podcast is the question “How much can I spend in retirement?” Most people are concerned that they won’t have enough money and they worry that they will outlive their money, but James outlines the …
[Read more...] about What is a Sustainable Spending Amount In Retirement?
On this episode of the Ready for Retirement podcast, James provides listeners with a broad but detailed overview of Medicare. Medicare is the federally maintained health care plan for all qualifying Americans aged 65 and up. There is always …
[Read more...] about Open Enrollment: How to Navigate Medicare Options?
The COVID-19 pandemic hit hard in early 2020, and it continues to remain prevalent as we near the end of the year. Whether you’ve just recently retired, or it’s coming up in the next few years, it’s likely the virus has brought about some financial …
[Read more...] about 5 Retirement Mistakes to Avoid Amidst Coronavirus
James introduces the problem of saving for medical expenses in retirement and explains the concept of the Health Savings Account. In this brief episode, James lays out some of the basics of the HSA, including its framework and operation. …
[Read more...] about Retirement Uses for your Health Savings Account (HSA)
