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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According to the trustees, the Social Security Trust fund will run out of money in 203It is up to our elected leaders to do something to fix it. Today, we’ll share two proposals to fix Social Security.
July 29, 2019
Social Security survivor benefits can create confusion. When one spouse dies, the amount you receive will change. Today, we try to clarify how this can impact your retirement.
July 22, 2019
If you’re married, Social Security spousal benefits can impact your retirement. Today we’ll take a deeper dive into how they work. And if you are no longer married, we have a bonus tip for you at the end.
July 15, 2019
For most of us, waiting to take your Social Security makes sense. But for some, taking their benefits early might make sense. Here are 5 reasons to start your Social Security at age 62.
July 8, 2019
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.
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?
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?
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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
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
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
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
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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