Retire Simply

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Episode 20: Are You Ready for the Election?

We are only a week away from the Presidential Election. You need to be prepared regardless of who wins. This is a special episode from Scott talking about things to just think about as we approach the election.
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Episode 19: Life Insurance CAN BE in Your Plan?

When thinking about life insurance in different ways, you can get creative. Many people aren’t familiar with the ways you can implement this tool into your overall plan.
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Episode 18: What Type to Get?

Now that you know life insurance can be beneficial in retirement…Did you know there are different types? This episode helps you navigate what type you may need in retirement.
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Episode 17: Why Would I Need Life Insurance

Just another tool in your tool belt to be used the way you need it. Life insurance can be used in ways you might not know. This episode talks about how to structure life insurance and use it in a way that can benefit your retirement.
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Episode 16: Win, Lose, or Draw: Election 2020

Election is at the forefront of many people’s minds. What are things you can do to prepare regardless of who wins?
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Episode 15: Medicare 101

Medicare can be somewhat confusing. Many people have questions about what Medicare covers. You can take this information and make decisions to customize it for your own situation.
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Episode 14: It May Not Seem Fair, but It’s Reality

Taxes have a specific way of working when it comes to Social Security. We will talk about what you need to know to keep the most dollars in your pocket.
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Episode 13: Leaving $ on the Table

You paid into it. You should get the most out of it. There are additional benefits that you could get, but you have to know how to get access to those benefits.
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Episode 12: Making Sense of Social Security

Many times we spend more time planning our vacations then strategizing about social security. You need to plan like you are going to live for a long time. These episodes discuss will help you navigate the waters of social security.   For more information on Social Security, visit https://www.ssa.gov/
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Episode 11: Risk and Your Overall Plan – Part 2

When you look at risk, the key can be organization. Where does the money need to go based on risk of growth and risk of withdrawal? Buckets can be a good way to plan when thinking about risk.
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