In this week’s show, Andy and Bob talk with Denny Smith about the importance
of having a strategy for spending in retirement.
Radio Show Highlights
Family and money
Are you ready for your RMD?
Importance of the fiduciary standard
Small Social Security cost of living adjustment
In this week’s show, Andy and Bob talk with Denny Smith about the importance of having a strategy for spending in retirement, which is
particularly important given that this year, the oldest of the baby boomer generation will turn 70 ½ and will need to start taking Required Minimum Distributions
Also in this week’s show:
In 2017, the Social Security cost of living adjustment (COLA) will be just $2.67 for the average recipient. This could
spell disaster for those who haven’t carefully considered their expenses, so Andy and Bob discuss some of the most common unexpected expenses in retirement and how
to plan for them.
Andy and Bob discuss how to talk with and manage expectations of adult children when it comes to borrowing and repaying
Andy and Bob talk with a listener about the importance of understanding how her advisor is being compensated and how
critical it is that her advisor adhere to the fiduciary standard.
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