What Is Your Income Plan?
One of my favorite sayings is “People don’t plan to fail; they fail to plan”. Do you have a retirement income plan?
Podcast: How You Can Retire Happy During Uncertain Times
In this episode, Roger tackles the misconceptions and mistakes people often make when they lose sight of their long term financial goals. He also explains five things to keep in mind so you can successfully retire happy during these uncertain times.
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Know Your When
Knowing when you will start to spend your wealth is a critical element needed to transition to your Happy Retirement. When do you start?
The Future of Social Security
In this episode, Roger continues the discussion about social security. He shares some real-life examples of how he’s helped his clients make the most of their benefits, and he addresses some common misconceptions about the future of social security.
The First Step In Your Journey To Retire Happy
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How Can You Retire During Uncertain Times?
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Podcast: Social Security Mistakes to Avoid
In this episode, Roger explains the role Social Security actually plays as part of a retirement investment strategy. He talks us through what his research shows, what’s really at stake, and how the wrong choice today could cost hundreds of thousands of dollars tomorrow.
Understanding the Important Role Social Security Plays in Your Retirement Security
Many people I speak with tell me they intend to file for their Social Security benefits as soon as they can when they turn 62. Right or wrong?
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Is Social Security Going Broke?
I have had several folks ask me that question recently. This morning I got a worried email from a client who saw an article that said the Social Security Trust Fund will be “insolvent” in 2034.
Podcast: How to Refinance the Right Way
Roger discusses some of the potential tax increases currently being discussed in Congress and how individuals can take action now to minimize their tax burdens in the future. He also shares some helpful resources that will help with navigating that process.