Season 1

Don’t Tell Me How to Retire!

Episode Notes

Meet one feisty 75-year old woman who is redefining retirement. Her empowering message may change people’s lives and how they think about retirement. Pam interviewed retirement research expert, Warren Cormier explains the different phases of retirement. Working past 70 is now the ‘new normal’.

Richard raised the issue of age discrimination at work for older people looking for jobs.

Resources

Resources: Warren Cormier study: Link

Age discrimination in the workforce: Link

Recent Podcasts

Season 7
Why Women are Leading Sustainable Investing

Show Episode Notes

In this episode, Pam, Terry and Richard discuss the pros and cons of socially responsible investing, whose increasing popularity is being driven mainly by women. In particular, they examine whether women sacrifice returns by investing in stocks or ESG funds that align with their personal values. The answer may surprise you.

For further research:

Janine Firpo, Activate Your Money: Invest to Grow Your Wealth and Build a Better World

Season 7
5 Tips for 401(k) Rollovers

Show Episode Notes

Directly rolling over a 401(k) plan to an IRA with a custodian like Fidelity, Schwab or Vanguard is something most people should do as soon as possible after they retire. Why? Because most 401(k) plan investment options are designed for people saving for retirement, rather than for those who need their nest egg to generate income to help pay for everyday expenses. Rollover IRAs offer access to a wider variety of investment options, many of which may have lower expenses than the funds in your 401(k) account. But since you may need money in your IRA to last 20 years or more, you may not feel confident making your own investment decisions. A low-cost robo-advisor can automatically invest your rollover IRA money but won’t be able to answer your questions or address your concerns. That’s why it may be worth paying more for the services of a fee-only fiduciary financial advisor. They not only can manage your investments but can come up with a comprehensive plan to address the financial opportunities and challenges you may face during retirement. 

For further research: 

Show Episode Notes

Podcast Hosts

Pam Krueger

Pam Krueger

Terry Savage

Terry Savage

Richard-Eisenberg

Richard Eisenberg

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