Monday Morning Money

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Welcome to Monday Morning Money

Each week we create a new video about a topic for you to consider as you think about your retirement.  

We discuss Social Security, creating income in retirement, how to improve your retirement savings, and much more.   

It is all designed to give you information which will inspire you to plan for a better retirement. 

All of the past episodes are below.  If you would like to see more information about the topics covered, click on the title above each episode. 

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Many experts agree, you should wait to take your Social Security benefits.  It could mean thousands of dollars of extra benefits if you live long enough.  We’ll show a basic example of how to evaluate your decision.

Coming July 1

Surveys show a large number of American’s plan to work beyond age 65.  The same surveys also show planning to work to age 65 is different than being able to work that long.  What if you have to retire early? 

Coming June 24

Roth IRA’s are one of the greatest savings tools ever created.  But what does it mean for your retirement?  We’ll give you some practical real world examples.

June 17, 2019

The “Safe Withdrawal Rate” has been debated for years.  We talk about the 4% rule and why we still believe in it.

June 10, 2019

The age you retire impacts your nest egg. We take a deep dive into some numbers to show you what we mean.

June 3, 2019

Will your retirement savings last 23 years?  That is the big questions.  How do we use our savings to create income and not see our balance go to zero before our blood pressure does?

May 27, 2019

Have a Question?

There are a lot of things to consider when you think about money and retirement.  And it can be difficult to find an answer.  Send us your questions, we’ll give it our best shot.  

Do you have a question about Social Security?  Send it to us.

A question about saving and investing?  We’ll answer that too.  

Are you wondering if you can retire when you want to?  Why not.  We’ll take a stab at that too. 

Fill out the form with your question, and we will create a video with the answer and post it here on our page.  (don’t worry, we’ll keep your personal information confidential.  You know change the names and such to protect the innocent.) 

If you don’t want to use the form. Send an email to

Little things, like that cup of coffee, can make a big difference.  But will a daily coffee habit really cost $1,000,000?  We’ll check that out.

May 20, 2019

High schools and college do little to teach our kids about money.  When my daughter graduated from College, I gave her this gift.

May 13, 2019

Have you mastered your cash flow?  If so what is the best way to save money for your future?  Here are some ideas to help you prioritize your savings.

May 6, 2019

Here are three common mistakes to avoid in your 401(k), 403(b),  or Deferred Comp plans.  

April 29, 2019

Here are some tips to help you better manage your 401(k), 403(b), or Deferred Comp plan.

April 22, 2019

When you retire, your income will come from two sources, Social Security and your savings. 

April 15, 2019

Are you thinking about helping a grandchild save for college?  Here are some things to consider.

April 8, 2019

Health Savings Accounts are changing the way we are thinking about retirement. 

April 1, 2019

Life doesn’t always go according to plan.  Here are some what if questions you need to ask yourself as you think about your retirement.

March 25, 2019

Are you on track to retire?  Here is one measure to help you.

Published March 18, 2019

How much will you spend on healthcare costs in retirement?  The estimates are staggering.

Published March 11, 2019

Every year, everything you buy costs more.  It is one of the biggest risks you face in retirement.

Published March 4, 2019

Be sure to visit the Retirement Learning Center

The retirement learning center has additional content about general retirement planning topics and Social Security.  Please take a moment to click on the button.

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