Answers to The Big Questions for the Second Half of Life With Debra Whitman, PhD
Show Episode Notes
Debra Whitman Chief Public Policy Officer, AARP joins the Friends Talk Money crew to give us a glimpse into her latest book, ‘The Second Fifty’. Dive into the conversation as Richard, Pam, and Terry discuss the big questions about health, wealth, and longevity in midlife and beyond. What’s the biggest question you have about navigating this new chapter? Listen to learn more!
Kickstart Your New Year: Essential Financial Tips for a Better Life
Show Episode Notes
Ready to make 2025 your best financial year yet? The Friends Talk Money team is here to help! Join Terry, Rich, and Pam as they break down 9 essential tips to set yourself up for financial success in the new year.
Unlock Your Financial Future - Begin by consolidating all your year-end IRA statements and harness the power of an online RMD calculator to determine your 2025 minimum distributions. This crucial step ensures you’re setting aside the right amount for a secure future.
Refresh Your Records - Keep your IRA beneficiaries up-to-date to safeguard your legacy.
Optimize Your Portfolio - Align your investment allocations with your 2025 goals by reviewing your retirement portfolio.
Explore Secure Investments - Consider securing a 4% CD, available online, to bolster your financial safety net.
Seek Expert Insight - Gain a fresh perspective on your financial strategies by consulting a trusted professional.
Enhance Your Security - Use a password manager to protect your personal information and investments.
Guard Against SIM Fraud - Contact your phone provider (AT&T, Verizon, etc.) to establish a password-protected process, shielding your SIM from fraudsters.
Prepare for Tax Season - With potential tax changes on the horizon, start organizing now to navigate the upcoming tax season smoothly.
Reimagine Retirement - As retirement landscapes evolve, envision your future with flexibility, considering the trend of working into later years.
Charitable Giving 101: Year End Tax Tip & Maximize Your Impact
Show Episode Notes
It’s that time of year again! The Friends Talk Money team dives into charitable giving. There are many benefits to contributing to your favorite charity. The conversation is about the tax and personal benefits of giving. But how do you choose the right charities, align donations with your values, and maximize tax savings? Terry, Rich, and Pam share tips on vetting charities and questions to ask your financial advisor. Tune in and join the conversation!
Expert Tips for a Secure Retirement with Christine Benz
Show Episode Notes
Ready to unlock the secrets to a fulfilling retirement? It’s the most talked-about retirement book in decades! Join the Friends Talk Money team as they chat with retirement expert and best-selling author, Christine Benz! Christine shares some insights on what truly makes retirees happy, how to navigate healthcare choices and the impact of social security on your budget. Plus, you’ll hear what Christine says about getting a second pair of eyes from a qualified financial advisor can provide you peace of mind throughout your retirement. Learn more in this week’s episode and be sure to check out Christine’s new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.
Unlock Medicare: Your Guide to Open Enrollment with Philip Moeller
Show Episode Notes
Medicare open enrollment starts now, and this year things could get a little tricky. Good news! We have three of the country’s top Medicare experts co-hosts, Richard & Terry right here, and we’re joined by Medicare special guest, Philip Moeller, author of Get What’s Your’s for Medicare. Phil walks us through some of the most confusing new changes and offers some helpful tips to avoid costly mistakes. Don’t wait to make changes! Have you reviewed your plan options yet?
