Show notes
Over the last couple of years, we’ve covered many topics on investing and retirement planning. We have a whole library of information on any topic that you can think of.
In this episode of the Secure Your Retirement podcast, we share information on where you can find the episodes, you’re looking for over a glass of Erath Pinot Noir wine. We explain the different episodes under different categories and why you should listen or re-listen.
Listen in to learn why we advocate for the simple three-bucket retirement strategy instead of the buy and hold strategy.
In this episode, find out:
● Episodes on estate planning include wills, power of attorneys, trusts, and much more.
● Recommendations on retirement planning episodes and what you’ll learn.
● Episodes to help you understand tax and how to tax do the planning.
● Episodes on portfolio management – why active management and not buy and hold.
● The big topic of annuities and the 8-part series we have about them.
Tweetable Quotes:
● “The retirement bucket strategy is a simple three bucket strategy that takes away all the stress because you’re going to know where your cash, income and safety, and growth are at.”- Radon Stancil
● “Once you have the investment strategy and retirement plan figured out then taxes become something you want to focus on.”- Murs Tariq
Where Is My Episode?
Estate Planning:
EP 1 – Chess Griffin – How to Know What You Need for Your Estate Plan
EP 73 – Chess Griffin – Do You Need a Trust?
EP 106 – What Should You Consider If Your Spouse Passes Away?
EP 109 – Chess Griffin – Special Needs Trust – What You Need to Know
EP 135 – How to Create an Estate Plan Without the Stress
EP 160 – 6 Considerations for Your Estate Plan
Retirement Planning:
EP 8 – Planning for Retirement – How the Process Works – Part 1
EP 10 – Planning for Retirement – How the Process Works – Part 2
EP 12 – Planning for Retirement – How the Process Works – Part 3
EP 18 – How to Build an Income Plan For Retirement
EP 22 – Looking at The Whole Picture in Retirement
EP 44 – How Do IRA and 401K Rollovers Work?
EP 48 – How Much Do You Need to Retire?
EP 52 – The Retirement Planning Checklist
EP 58 – Social Security – When is The Right Time?
EP 88 – Having a Team Approach in Retirement
EP 97 – Social Security Strategies
EP 118 – 4 Questions to Help Your Income Plan
EP 157 – The Retirement Bucket Strategy
EP 162 – 401k Versus IRA
Taxes:
EP 13 – Tom Turner – Planning Taxes and Retirement
EP 66 – How To Convert an IRA to a Roth IRA
EP 94 – Tax Strategies for Non-IRA Brokerage Accounts
EP 124 – IRAs – Required Minimum Distributions
EP 130 – Considerations For Charitable Giving
EP 133 – Steven Jarvis – Tax Planning for Retirement
EP 158 – Tax Planning Versus Tax Preparation
EP 161 – How Required Minimum and QCDs Work
EP 163 – Steven Jarvis – Mid-Year Tax Strategies
Portfolio Management:
EP 16 – Investing During Retirement – Buy and Hold or Active Management?
EP 19 – Bill Sherman – Buy and Hold is Dead
EP 56 – Asset Allocation or Strongest Assets
EP 146 – Risk Adjusted Portfolio – How It Works
EP 150 – What’s The Difference Between a Mutual Fund and a ETF?
EP 153 – Bonds Versus Bond Alternatives
EP 159 – When Cash Is Good
Annuities:
EP 26 – Annuities – Why Ever Use Them
EP 30 - Annuities – Why Ever Use Them – Part 2
EP 34 - Annuities – Why Ever Use Them – Part 3
EP 38 - Annuities – Why Ever Use Them – Part 4
EP 41 - Annuities – Why Ever Use Them – Part 5
EP 46 - Annuities – Why Ever Use Them – Part 6
EP 47 – Annuities – Why Ever Use Them – Part 7
EP 54 – Annuities – Portfolio Implementation – Part 8
EP 128 – Should I Consider an Annuity in My Financial Plan?
Resources:
If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.
Our TOPPODCAST Picks 
Stay Connected
